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About Access Propagation Through Team Inheritance

Team inheritance is available as an option for contacts and opportunities that are related to a parent account. Team inheritance is not supported for any other type of team relationship.

NOTE: When a user becomes a member of a team, the user book for that user is added to the set of user books that makes up the team.

Team inheritance is controlled by the Enable Parent Team Inheritance check box on the Company Profile page. If the Enable Parent Team Inheritance check box is selected on the Company Profile page, then membership of account, contact, and opportunity teams is inherited as follows:

  • When a contact is related to a parent account:
    • Each account team member (including the account owner) becomes a member of the contact team, provided that an access profile is specified in the Contact Access field in the user record on the account team.
    • The owner of the account is granted the Full access profile for membership of the contact team by default, even if the Full access profile is deactivated.
  • When an opportunity is related to a parent account:
    • Each account team member (including the account owner) becomes a member of the opportunity team, provided that an access profile is specified in the Opportunity Access field in the user record on the account team.
    • The owner of the account is granted the Full access profile for membership of the opportunity team, even if the Full access profile is deactivated.
  • When a new member is added to an account team:
    • The new member also becomes a member of the contact team for each contact related to the account, provided that an access profile is specified in the Contact Access field in the user record on the account team.
    • The new member also becomes a member of the opportunity team for each opportunity related to the account, provided that an access profile is specified in the Opportunity Access field in the user record on the account team.
  • When an account owner is changed:
    • The new owner becomes a member of the opportunity and contact teams for all related opportunity and contact records.
    • The previous account owner remains on the opportunity and contact teams where the previous account owner was already added.
  • When a user is removed from an account team, the user remains a member of the opportunity and contact teams where the user was added through team inheritance.

Team inheritance might grant too much access to the account team members who become members of contact and opportunity teams on related contacts and opportunities. If so, then you can deselect the Enable Parent Team Inheritance check box on the Company Profile page to disable team inheritance.

If the Enable Parent Team Inheritance check box on the Company Profile is deselected, then membership of account, contact, and opportunity teams behaves as follows:

  • The contact and opportunity access fields in the user records on account teams are not displayed.
  • Users added as new members of account teams are not added to the contact and opportunity teams on the contacts and opportunities added to the account.
  • If the Enable Parent Team Inheritance check box was previously selected on the company profile, users who became members of teams through the team inheritance feature, remain as members of those teams.

NOTE: Oracle CRM On Demand does not distinguish between users who are added to a team through the team inheritance feature, and users who are added to a team manually (that is, the user books that are added to a team through the team inheritance feature are treated the same as user books that are added to a team manually).

Related Topics

See the following topics for related information:


Published 5/4/2012 Copyright © 2005, 2012, Oracle. All rights reserved. Legal Notices.