About Team Permission Controls

Team permission controls apply to a teamA group of resources who work together during a regularly-scheduled daily shift. as part of Shift Management. Team permission controls apply to the Manage Team, Team Schedule Planner, and native Salesforce team pages.

Permission Control

Permissions Granted

Team Create Create teams with the Manage Team page. This permission must be associated with an RPGAbbreviation of region, practice, group. with the Cascade Permission field selected, as needed.
Team Edit Edit and view team-related pages in Shift Management. This permission is associated only with a Team and does not cascade.  Do not select Cascade Permission when assigning this permission.
Team View View (read-only access) team-related pages in Shift Management. This permission is associated only with a Team and does not cascade.  Do not select Cascade Permission when assigning this permission.
Note: Note Notepad
To create teams with the Team Create permission, you must also have the necessary Salesforce CRUDAbbreviation of create, read, update, delete and FLSField Level Security permissions.

Related Concepts

Permission Controls

About Ops Edit Permission Controls

About Staffing Permission Controls

Shift Management

About the Team Schedule Planner

About Team Management

Configuring Shift Management

About Teams

Viewing Team Schedule Assignments in Planners

Related Tasks

Changing a Team Schedule

Creating a Team Schedule

Staffing a Team Schedule

Managing Teams

Managing Team Schedule Time Slot Types

Managing Team Schedule Templates

Sending Team Schedule Notifications

Reference

Permission Control Fields

Edit Custom Schedule Fields

Edit Template Fields

Team Fields

Team Membership Fields

Team Schedule Fields

Team Schedule Planner Fields

Team Schedule Planner Buttons and Indicators

Team Schedule Slot Fields

Team Schedule Template Slot Fields

Team Schedule Slot Type Fields

Team Schedule Template Fields

Team Settings

© Copyright 2009-2018 FinancialForce.com, inc. All rights reserved.
Various trademarks held by their respective owners.