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Anjana Abhin (Capgemini) asked in #Customer Service
Sep 29, 2015, 9:29 AM

As "Sales Person", or "Sales Manager" or "Sales OPS" or "Administrator" I can add members on Account team

Hi Team,

 

 "Sales Person", or "Sales Manager" or "Sales OPS" or "Administrator" profile need to add members on Account team

 

Pleade help me.

 

thanks,

 

Anjana
7 answers
  1. Pritam Shekhawat (PwC South East Asia Consulting)
    Sep 29, 2015, 10:09 AM
    User permission required :

     

    To add team members to an account: ”Read” on users AND "Edit” on accounts

     

    To view accounts as team members: “Read” on accounts

     

     
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