I'm struggling with allowing a persona (profile & perm set) to see the "Add Account Team" & "Add Opportunity Team Members" buttons on the Opty layout. I understand there are a few reasons what may be preventing this and here's what I can rule out.
- Role sits above & adjacent to owner almost like an uncle if you think of it in the terms of a family.
- The buttons have been added to the layout. Other persona's can see the buttons. Yes team selling has been enabled.
- A sharing rule has been created to provide the role with Read/Write access to Accounts & Optys to the applicable Record Types
@Squire Kershner @Mustafa Ahmed
I can confirm the persona is above the owner of the Opty and can edit the Opty & related Account. For clarification, the persona can see the Opty Team Related List, just not see the "Add Team Members" buttons on either Account or Opty.
I don't think the step of "Give a Team Member Access to the Account/Opty" in the articles pertains to my issue but let me know if I'm wrong.
