Add a User to a Team

The Record Level Access Permission (RLAP) feature allows restricting records in the system to be only visible to certain users or teams within the database.

If you have access to manage team membership, you will see the Team link in the top menu of your database.

Instructions

Step 1.   Log into your CRM database (refer to Logging On for further information).


Step 2.   In the Activities Menu

Click on Team

Tip:
If the Team links does not appear, you may not have access to manage team membership.

Speak to your database manager or contact CDS Support.


Step 3.   The Team list is displayed

Click on the Team you want to edit

Tip:
If the list is long use the search to find the Team.
Team List

Step 4.   The Team is displayed

Click the Select button

Team Members

Step 5.   All the database Users are displayed

Click on the User you want to add to the Team

Tip:
If the list is long use the search to find the Team.

The added user now has access to all records restricted to the team.


Further information

For further information, refer to the following articles:

Updated on May 10, 2022

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