Building a company team

In the context of a Company record, the Company Team tab displays the members of your organization who are involved in managing large accounts.

Your system administrator must give you access to this tab. They can also set up restrictions so that only Company Team members can gain access to sensitive accounts.

To add a new company team member to a company:

1. Open the company you want to make changes to, and click the Company Team tab.
2. Click Add Team Member.
3. Select a User from your organization from the list and add a description of their role.
4. Click Save.