Next, we shall add a sub-grid to the Customer form that will access this template. Now you Access Team template has been created.We can provide desired access rights as mentioned above from Delete, Append, Append To, Assign, Share, Read and Write. Select the entity from the Entity dropdown that we enabled Access Teams for at the Entity level.
Give a meaningful Name to the template that will be identified. Then, we navigate to Settings > Administration > Access Team Templates.The checkbox on Access Teams needs to be checked to be able to enable Access Teams for Customer entity. We can consider an example of a custom entity, say Customer. To do so, navigate to Customizations > (Entity). An Access Team first needs to be enabled from an Entity level.Access Teams can’t be used as resources in Service Scheduling.Īccess Teams, however, can be created manually through Teams interface in Settings > Administration.They don’t change dynamically for existing records if the template changes. Sharing privileges are defined by an access team template.They only access records through sharing.Access teams can’t be granted security roles and they can’t own records.Access Teams can be automatically created and managed.These are designed to address the concerns of the overhead of calculating security roles when needed.Access Teams are light-weight teams aimed at high volume sharing scenarios.
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