Managing Access to Teams (Administrator Only)

TeamView users have access automatically to any team they set up themselves.

A user also has access to any team that the administrator explicitly shares with them.

Sharing operates on the following basis:

• The Team View Team object is set to Private.

(Otherwise, all users have access to all TeamView teams.)

• In the relevant Team View Team record in Salesforce, the IsPublic checkbox is selected.

This makes it possible to share the team with specific users.

• The Team View Team record is shared with specific users by clicking the record's Sharing button.

When this is done, for those particular users, the team is available for selection in TeamView.

For more information about managing access to teams, see the TeamView Administration Guide.