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.

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

Users can select the Edit button to edit records inline from the grid layout.

To add a team member in Edit mode, users can select the Add Account Team Member button in the bottom row of the grid. When users select the Name column, a suggested list of users displays.

The columns and display order in the Account Team Members section cannot be customized.

The following information in the Account Team Members section is read-only:

• The top row of the Edit grid (driven by the owner)
• Title and Email (driven by values on User record)

If a user tries to delete the account team member row for their own account, a confirmation displays because the removal impacts their ability to view the plan.

The Role and Access columns allow teams to control visibility to their account plans and related information. For more information, see Account Plan Sharing.