To do this, you will need to create a sub-grid and add users to it.ĥ.) To add a sub-grid, open the account record and click Form > Insert > Sub-Grid.Ħ.) Set the sub-grid properties.
Next, you need to give users access to the account record. Your new template should now appear in Access Team Templates.
Your options are Delete, Append, Append To, Assign, Share, Read, and Write. In my example, I named my team “Account Access Team” and chose Accounts as the entity.Ĥ.) Enter a Description of your group (optional), then select Access Rights by enabling the appropriate checkboxes. Then Save and Close > Publish.Ģ.) To create a new team template, go to Settings > Security > Access Team Templates > New.ģ.) Enter a Name for your team, and select an Entity from the dropdown. Enable and Create an Access Team Templateġ.) To enable access teams, go to Settings > Customization > Customize the System > Entities > Account, and enable the checkbox for Access Teams.
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