What's the function of "Team Role" in Team configuration
Hi All,
What's the function of "Team Role" in Team configuration.
For example, go to Account Detail page, click "Add Users" button in Account Team section, there's a dropdown list named "Team Role".
In help document, it says:
To explain the role the linked record plays in relation to the main record, select an option from the Team Role drop-down list.
But I don’t understand, can anyone explain this for me?
Thanks in advance!
Hello Bruce,
Team Roles are the access you define to a user you associate to a record. Lets say there are 3 user's A,B and C. If you want to associate All threeto an Account but each should have different access to that account. like A can have Edit, B Edit and delete and C only read only access. so for each user your associating you can control the access exclusively
---Shyam (CRMIT)
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