Access teams are created automatically by the system when you add a user to a special sub-grid on a form; in Dynamics 365 Sales there is an example of such a sub-grid on the Opportunity form, called Sales Team.
When you add a user to such a sub-grid, the system does the following:
- Creates an access team
- Adds the user as a member of the new team
- Shares the record with the new team
The main benefit of access teams is that the user does not have to specify the privileges to be shared; instead, an administrator creates an access team template that specifies the privileges provided. All the user has to do is add another user to the sub-grid on the form.
Only users can be added to an access team sub-grid.
The process to add a sub-grid is as follows:
- Enable the entity for access teams.
- Create an access team template.
- Add a sub-grid of users to the entity form.
- Select the access team template.
Access teams cannot have security roles applied and cannot own records.
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