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Administering Oracle CRM On Demand > User Management and Access Controls > Access Profile Management > About Access Propagation Through Team Inheritance
About Access Propagation Through Team Inheritance
Team inheritance is the automatic addition of the members of an account team to the teams for the records that are linked to the account. 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. 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).
About Team Inheritance for the Contact Record Type
For the Contact record type, team inheritance is controlled by the Enable Parent Team Inheritance for Contact check box on the Company Profile page. If this check box is selected, then the teams on the contacts that are linked to a parent account inherit the members of the parent account team 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 a new member is added to an account team, the user’s membership of the teams for the contacts that are related to the account is determined as follows:
- If an access profile is specified in the Contact Access field in the user record on the account team, then the new member of the account team also becomes a member of the contact team for each contact related to the account. Also, the access profile for the user on the contact team for each related contact is updated to be the same as the access profile for the user on the account team.
- If an access profile is not specified in the Contact Access field in the user record on the account team, then the new member of the account team is not added to the contact team for any of the contacts related to the account. If the user is already a member of the contact team for a contact that is related to the account, then the user is removed from the contact team of that contact.
- When an account owner is changed:
- The new owner becomes a member of the contact teams on all related contact records.
- The previous account owner remains a member of the contact teams to which the previous account owner was already added.
- When a user is removed from an account team, the user remains a member of the contact teams to which the user was added through team inheritance.
About Team Inheritance for the Opportunity Record Type
For the Opportunity record type, team inheritance is controlled by the Enable Parent Team Inheritance for Opportunity check box on the Company Profile page. If this check box is selected, then the teams on the opportunities that are linked to a parent account inherit the members of the parent account team as follows:
- 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 user’s membership of the teams for the opportunities that are related to the account is determined as follows:
- If an access profile is specified in the Opportunity Access field in the user record on the account team, then the new member of the account team also becomes a member of the opportunity team for each opportunity related to the account. Also, the access profile for the user on the opportunity team for each related opportunity is updated to be the same as the access profile for the user on the account team.
- If an access profile is not specified in the Opportunity Access field in the user record on the account team, then the new member of the account team is not added to the opportunity team for any of the opportunities related to the account. If the user is already a member of the opportunity team for an opportunity that is related to the account, then the user is removed from the opportunity team of that opportunity.
- When an account owner is changed:
- The new owner becomes a member of the opportunity teams for all related opportunity records.
- The previous account owner remains a member of the opportunity teams to which the previous account owner was already added.
- When a user is removed from an account team, the user remains a member of the opportunity teams to which the user was added through team inheritance.
What Happens If Team Inheritance Is Disabled?
Team inheritance might grant too much access to the account team members who become members of the teams on related contact and opportunity records. If so, then you can disable team inheritance for the Contact record type, or the Opportunity record type, or both, by deselecting the relevant check boxes on the Company Profile page.
If team inheritance is disabled for the Contact record type, then membership of account and contact teams behaves as follows:
- The Contact Access field in the user records on account teams is not displayed.
- Users that are added as new members of an account team are not added to the contact teams on the contacts that are linked to the account.
- If team inheritance was previously enabled for the Contact record type, and if you disable it, then users who became members of teams through the team inheritance feature remain as members of those teams.
If team inheritance is disabled for the Opportunity record type, then membership of account and opportunity teams behaves as follows:
- The Opportunity Access field in the user records on account teams is not displayed.
- Users that are added as new members of an account team are not added to the opportunity teams on the opportunities that are linked to the account.
- If team inheritance was previously enabled for the Opportunity record type, and if you disable it, then users who became members of teams through the team inheritance feature remain as members of those teams.
Related Topics
See the following topics for related information:
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