Teams are a group of users who work together and need the same access and visibility to data within a CRM account.
This is useful if you have an assistant or admin users who need access to just your data, or if you work in a pod or small sales team within your office and need data shared between multiple specific users. If someone joins or leaves the company, simply add or remove that user from the team to grant or remove access to all data shared with the team.
In this article:
How to setup a team
Go to Settings > Manage Teams
Click 'Create a new team', type a name for the team and click Submit
To add or remove users from a team, click the tick box next to their name, click Submit to save
How to set your own sharing defaults
Hover over your profile photo (top right corner) and click 'My Profile' from the dropdown menu
You can set different sharing defaults for different types of records eg. contacts, appraisals, tasks etc.
Click the dropdown next to the record type and select the 'Me plus...' option and select your team
Repeat the process for all record types you want to share with your team
Scroll to the bottom of the page and click Update to save
How to set sharing defaults for other team members
To update sharing defaults for other users you must either be the account owner or have user permissions enabled. Contact your account owner to get user permissions enabled.
Go to Settings > Users
Click Edit on the user you want to update
Scroll down to the sharing defaults section and update the same way as outlined above for your own sharing defaults
Scroll to the bottom of the page and click Submit to save
How to share an individual record with a team
Click Edit on the record you are viewing
Scroll down to the 'who can see this' field
Select 'Me plus...' and select your team from the list
Scroll to the end of the page and click Save
