Setting user access to Team CRM

1. Click <My Profile> | Administration | Users | Users.
2. Enter the user's Last name and click Find.
3. Click the user hyperlink.
4. Click Change.
5. Select an option from Team lists in the Security panel.
   • All Teams gives the user access to Team CRM and all team queues.
   • User's Teams gives the user access to Team CRM, their own team queues (Primary Team) and all team queues selected from the Display Team list.
   • None means Team CRM is not made available to the user.
6. Click Save.