The Account Manager plan's team is the set of users who are collaborators on the plan. Each of these is granted a particular level of access to the plan.
- Plan Owner
- Can View and Edit access
- Can View access
An Account Manager plan has a single plan owner. This user can edit the plan.
If you change the plan owner, the previous owner gets Can View and Edit access automatically.
You can't remove the plan owner from the account plan's team.
A member with Can View and Edit access can edit the plan. (This is the default level of access for team members.)
A user with this level of access can be removed from the team.
A team member with Can View access can view information on the plan only.
A user with this level of access can be removed from the team.
You can't assign this access level to yourself.
Effect of Salesforce Access Settings
For the account plan's access levels to have effect, the user also needs to have an Account Manager license, and the necessary Salesforce permissions.
In addition, sharing rules have a bearing on user access as follows:
- Non-team members may also have access to the Account Manager plan through Salesforce sharing rules, such as their place in the organization hierarchy.
- If you grant a team member Can View access to the plan, but the user also has Read-Write access to the plan through Salesforce sharing rules, the Can View setting has no effect. It is overridden by the sharing rule.