Considerations for Account Access via Teams

Access

Accounts and Related Records

• Your Salesforce admin sets default access to accounts and related records. To grant team members more access than the default, you must be the account owner or above in the role hierarchy. You can grant team members more access than the default, but not less.
• To add team members who don’t have Read or Read/Write access to an account, you must be the owner or above in the role hierarchy.

Account Owner Changes and Group-Based Access

Suppose that a user with group-based access adds account team members. If the account owner is changed, the team members added by users with group-based access are removed from the team, even if the Keep account team option is selected.

To keep the team members related to the account, they should be added by a Salesforce admin, the account owner, or someone above the owner in the role hierarchy.

Child Records

You can't grant team members greater access to child records than you have yourself. For example, if you have Read access to child records on an account, you can’t give a team member Read/Write access. Ask your Salesforce admin to grant the needed access.

Available Fields

The fields available when sales reps add a team member are based on the reps’ level of access to the account.

Org-Wide Default Access to Accounts and Opportunities

Your Salesforce admin can set the default account and opportunity access to Private. In that case, if you give team members access to an individual opportunity, those users gain Read access to accounts on the opportunity. Conversely, if you remove a user’s access to an individual account, the user is removed from opportunity teams related to the account.

Portal Users

High-volume portal users can’t be added to teams.