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Regular Contributor
mckinnmd
Posts: 17

Does adding a default account team member grant the team members' managers access?

Here's my situation:

Current sharing is set by hierarchies, with sharing rules. The issue is there is a lot of access requirements across teams, but region specific. As a result, we have run out of sharing rules, and I'm not really sure sharing rules solve our unique issue anyway. As a newly appointed administrator for 500+ users, I was hoping to gather some insight on a process I've rolled-out to alleviate the sharing-rule issue...

I've requested that my users add members to their "default account teams" to ensure that not only are the members gaining access to pertinent data, but that the account owners are stipulating the access they wish to grant, versus me circumventing them and granting access without them knowing.

My questions is: Do the managers of account team members gain access to the accounts their employees have access to, based on the hierarchial structure in our SFDC instance? In other words, if John  If not, I may need to figure out a different solution.

Thank you for your help!
Trusted Contributor
jpizzala
Posts: 242

Re: Does adding a default account team member grant the team members' managers access?

Yes, in a hierarchical role structure, the managers will have access to the records their subordinates own or have access to through Account teams.

Justin Pizzala
Senior Consultant & Developer
American Data Company

Regular Contributor
mckinnmd
Posts: 17

Re: Does adding a default account team member grant the team members' managers access?

Excellent. Thank you so much!
Contributor
MissouriAdmin
Posts: 9

Re: Does adding a default account team member grant the team members' managers access?

Understand that the Manager has access, but I need more specifics about the access.

 

The Person put on the Account team can differentiate accounts He owns, from Accounts he on the Team, from accounts he has a share, based on the checkbox in teh View   My, My Team, All.

 

Does THIS seperation rollup through the hierarchy?  So The given User can see 187 Accounts where he is on the Account Team, when I click My Team in the Account List View.

 

Going to the manager of this person, i have to use ALL accounts to see these.  I cannot now see just the 187 team accounts, but the whold 2500 accounts that the manager has access to.  I would still like to differentiate between the accounts His team Owns, the Accounts His Team is on the Account Team for, and the Accounts he has a global Share on.

 

THis is not working this way, wondering if it should.