Set up Access Team

  1. Enable Access Team in entity configuration
  2. Create an Access Team by navigating to Settings > Security > Access Teams
  3. Add Access Team Subgrid in entity form with configs:
    • Records: All record types
    • Entity: Users
    • Default View: Associated Record Team Members
    • Team template: created team at step 2.

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s