Add Account Team Members
- From the Account Team related list on an account, click to either add a team member or a default account team. If you don’t see the Account Teams related list, ask your admin to add it to your page layout.
- Fill in the information, including the user or default team. High-volume portal users can’t be added to teams.Note The access level can’t be less restrictive than your org’s default account access level. The options available to you vary depending on your org’s sharing model and whether you’re using Salesforce Classic or Lightning Experience. Regardless of sharing access, account team members must also have the Read permission on accounts to view accounts that list them as members.
- Save the information.