Managing Account Team Members

KAMs can view, add, and update collaborating team members and their roles from the Account Team Members section on the account plan layout.

Who can use this feature?

  • KAM Users — Browser
  • Managing Team Members
  • Users do not require an additional license

Configuring the Account Team Members Section for

To configure this feature:

  1. Navigate to Admin > Users & Groups > Permission Sets.
  2. Select the appropriate permission set.
  3. Select the Objects tab.

  4. Grant the following permissions:

    Object Object Permission Object Types Fields Field Permission
    account_plan__v R All applicable object types
    • ownerid__v
    		 Read

    account_team_member__v

    		 R account_team_member__v
    • access__v
    • account_plan__v
    • role__v
    • team_member__v
    • team_member_name__v
    		 Read

    user__sys

    R

    n/a
    • email__sys
    • name__v
    • title__v

    Read
  5. Grant View access to the account_team_members_section__v section control on the account_plan__v object.
  6. Navigate to Admin > Configuration > Objects > account_plan__v.
  7. Add the account_team_members_section__v section control to the appropriate layouts.

Managing Account Team Members as

To access the Account Team Members section, select an account plan and select the Account Team Members section in the left navigation pane.