Examples include case studies monitored by the marketing team, onboarding sessions overseen by the customer success team, and contracts created by the legal team.

To get an idea of what working with team modules will be like, please see: Working with team modules.

Users in a Team Module
 

Access to the organization modules is controlled by the CRM admin through profile permissions, while access to team modules is overseen by the team module admin who assigns CRM users to different pre-defined profiles.  Let's look at these predefined profiles in team modules:

1. Admins have full control over the team module, including fields, permissions, configurations, and records.
2. Managers have complete visibility and control over its records.
3. Members and Participants have different levels of access to records, with members able to view all records and participants only able to view their own. Both will be able to create, edit, and delete their own records.
4. Requesters can create and track records using the My Requests Tab without direct access to the team module.

Team module admins can customize permissions for fields and actions on a per-profile basis.

Prerequisite

Org admins need to enable the Create Team Module permission for a profile. This is available under Admin Level Permissions. Once it's been enabled, every user with that profile can create team modules in any TeamSpace that they're a part of.