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            Maintain Your Users’ Account Teams

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            Maintain Your Users’ Account Teams

            Add, remove, or replace multiple account team members at a time. Update member roles and access.

            Required Editions

            Available in: Lightning Experience and Salesforce Classic
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To edit multiple account team members, roles, and access in one operation: Use Team Reassignment Wizards
            1. In Setup, use the Quick Find box to find Mass Reassign Account Teams.
            2. Specify your changes by following the steps. Select the appropriate account, contact, case, and opportunity access for new or changed team members. Then complete any custom fields included in the account team page layout.
              Suppose that you deactivate an account team user who has Read/Write access on accounts, contacts, opportunities, or cases, and then you reactivate the user. The user’s access defaults to Read Only.
            3. Review the number of changed records, and then click Done.
             
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