Published at: 2026-09-17

Configure related team data permissions

Use record-level Related Teams to support collaboration and differentiated permissions for individual records. Add User and View Details permissions as needed.

Overview

💡 Add employees to a record’s related team to override its default private access. Assign read/write permissions by collaboration role, such as co-owner or after-sales staff. Related child objects can inherit these permissions.

Before you begin

[!IMPORTANT] - Role permissions: * Record owners and System Administrators can add or remove related team members. * Regular Members can view the team structure but cannot edit the team. - Field dependency: Enable Related Teams in the object manager and add the related team component to the detail page layout.

Procedure

1. Add a record-level team member manually

Open a target record, such as an account or opportunity, from the client list.
Locate the Related Teams component on the right or bottom panel.
Click Add Member.
Configure the collaborator:
- Collaborator: Select the employee to add.
- Team role:
  - For Account and Opportunity, select Co-owner, After-sales Staff, or Regular Member.
  - For other custom objects, select Owner with full permissions or Regular Member with read-only or read/write permissions.
- Permission assignment:
  - Read Only: The member can search and read the record but cannot edit its fields.
  - Read/Write: The member can perform all edits and actions except changing the owner.
Click Confirm.

2. Understand related-object inheritance

When a primary object has Related Objects, such as contacts or opportunities for an account, team access follows these rules:

Read-only inheritance: If a team member has Read Only permission on the primary object, access to all related child data is also read-only.
Read/write inheritance: If the member has Read/Write permission and the child object allows inheritance, the member can read and write the related child data. The member cannot use Change Owner through this permission.
Opportunity-specific permissions:
- A Co-owner on an opportunity team can also operate the opportunity’s presales process.
- An After-sales Staff member on an opportunity team can also operate the opportunity’s post-sales process.

Considerations

Account Pool restrictions: Related team settings are disabled or hidden by default for accounts in the Account Pool without an owner. To grant access, enable the corresponding feature flag separately.

Verify the result

Create a private account record named Account A.
Sign in as sales employee B, who is not the owner and has no permission. Confirm that B cannot view Account A.
Open Account A as the owner. Add B to Related Teams as a Regular Member with Read Only permission.
Sign in as B again. Confirm that Account A appears in the list and details, while the Edit button remains hidden.