- Enable the Access Team feature for the desired entity.
- Define the Access Team Template
Add the Access Teams grid on the desired entity form.
Add a subgrid control and set the following properties.
All users included in the team grid would be controlled by the access template selected for the grid and would be provided permissions accordingly.
If a user that has user level access permission logs in, they would still be able to view records that were made accessible to them through the Access Teams.
The Team profile defines the privileges assigned.
- For every record that you assign team members, a team record is created. So it creates one team per record.
The team type for this record is set to Access
The team name is auto generated by concatenating the entity record + the access template record id.