So when the first member is added to the Access Team grid, an access team is created and the first member is granted the access rights as specified.Whenever Access Teams are enabled for an entity, the team’s lifecycle is managed automatically.with the access rights Append, Append To, Read and Write. Once the record is created, you can add Users to the sub-grid that will have access to that particular record and which will have access rights as defined in the template.Īs in the above form, the 2 users have access to the record with name Ashwin V.The sub-grid now is set to add users to the Access Team that will use the access rights we set in the Access Team Template. Team Template to Customer List Access (This is the Access Team Template you just created).Default View to Associated Record Team Members.And Set Properties as follows for the Sub-Grid on the form.Īs shown below, set the following properties for the Data Source of the sub-grid, Next, we shall add a sub-grid to the Customer form that will access this template. Now you Access Team template has been created.We can provide desired access rights as mentioned above from Delete, Append, Append To, Assign, Share, Read and Write. Select the entity from the Entity dropdown that we enabled Access Teams for at the Entity level. Give a meaningful Name to the template that will be identified. Then, we navigate to Settings > Administration > Access Team Templates.The checkbox on Access Teams needs to be checked to be able to enable Access Teams for Customer entity. We can consider an example of a custom entity, say Customer. To do so, navigate to Customizations > (Entity). An Access Team first needs to be enabled from an Entity level.Access Teams can’t be used as resources in Service Scheduling.Īccess Teams, however, can be created manually through Teams interface in Settings > Administration.
They don’t change dynamically for existing records if the template changes. Sharing privileges are defined by an access team template.They only access records through sharing.Access teams can’t be granted security roles and they can’t own records.Access Teams can be automatically created and managed.These are designed to address the concerns of the overhead of calculating security roles when needed.Access Teams are light-weight teams aimed at high volume sharing scenarios.
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