Getting ready

To create an Access Team template, the entity in question needs to be enabled for Access Teams. By default, the Access Teams feature is not enabled. To enable it, navigate to your customization area: Settings | Solutions | Packt | Entities | Account. In the general details of the entity (in our case, Account), select Access Teams located under the Communication & Collaboration header as shown here:

Note that the default number of entities that can be enabled for team access is five. The setting may be changed by updating the MaxEntitiesEnabledForAutoCreatedAccessTeams deployment value.

In order to set up an Access Team template, you require a minimum set of privileges on the team entity (Create, Read, Assign, Assign To).

The team entity privilege can be found under Business Management | Entities in security roles.

To manually add users to Access Teams, you need the shareprivileges on the record in question. This is similar to sharing records except that it is managed through the Access Team. If you add the users to the Access Team using AddMembersToTeamRequest, then you will need write privileges on the team entity.

In order to inherit the security privileges of a team access, you need at least the equivalent privileges to the entity type set at the user level in one of your security roles.

Table of Contents for Getting ready

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Table of Contents for
Getting ready