I am trying to add a user to the account team and I provide Edit access on account and Edit access on Opportunity on the account team.
What would be the difference in doing this versus adding the user additionally to the Opportunity team? If they'd only need to edit the associated Opportunity, wouldn't it be sufficient to add access under account team and be done?
Basically, I'd want to understand the difference between Opportunity access under account team and Opportunity team itself.
Thanks!
Best Answer
The difference is that adding an Account Team Member with Opportunity Edit Access grants access to every Opportunity on the Account, while adding the Opportunity Team Member grants access only to that specific Opportunity. If there's only one Opportunity, there's no difference, of course, but if there are multiple Opportunity records on the Account, you might want to only grant access to just the one Opportunity.
Stated from a non-technical point of view, an Account Team Member helps manage the Account and all the Opportunities that the organization are doing with that Account, while an Opportunity Team Member is just doing a special, one-off Opportunity (perhaps because of its size, special requirements, area of expertise, etc), but are not otherwise normally involved with the Account.