--- schema_version: "1" id: 603371eb6579b270f30bf6cf4b8da44fa29ef1cff602aafb4f851619d040aaed title: Working with Teams on Your Accounts collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/accountteam_add.md canonical_url: https://help.salesforce.com/s/articleView?id=sales.accountteam_add.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 7b9c7a138c96081fd0594e4a56acd020102d72f6517490c4c4d5d93994a85bb4 description: If your Salesforce admin has enabled account teams, the Account Team related list appears on each account. You can add, edit, or remove team members. products: - Sales Cloud release: "264" --- # Working with Teams on Your Accounts If your Salesforce admin has enabled account teams, the Account Team related list appears on each account. You can add, edit, or remove team members. ### Required Editions
Available in: Lightning Experience and Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To add, edit, or remove account team members:

Read on users

AND

Edit on accounts

AND

Account owner or a user above the owner in the role hierarchy

To view accounts as a team member: Read on accounts
If you don’t see the Account Team related list, ask your Salesforce admin to turn on account teams. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_note.png) Note When account ownership changes, some account team members are removed based on who added the account team members. Team members added by users with group-based access are removed from the team, even if the **Keep account team** option is selected. Only team members added by the account owner, by a user above the account owner in the account owner’s direct hierarchy chain, by a Salesforce admin, or by a user with Modify All permissions are kept on the team when the original account owner changes. ## Add, Edit, or Remove Team Members - In the Account Team related list on an account, click **Add Team Members** to add a team member. Click **Add Default Team** to add a default account team. - To remove team members in Lightning Experience and the Salesforce mobile app, use the **Remove All Members** action. In Salesforce Classic, use the **Delete All** button on the related list. - If you remove an account team member who receives opportunity splits, also remove the member from opportunity teams on open opportunities related to the account. - Experience site users cannot add, edit, or remove team members. - Users in a Public Group with Edit access to the Account granted via Sharing Rule can add/remove Team Members. ## Give a Team Member Access to the Account - To see each team member’s access, click the **Team Member Access** action. - A member’s access level can be read and write or read only, but it’s at least equal to the default account sharing access. - The **Team Member Access** action isn’t available in the Salesforce mobile app. ## Specify a Member’s Role on the Account - For example, a member can be the account manager or an executive sponsor. - To edit information about a team member, go to the user’s detail page. - Account teams and opportunity teams share available team member roles. ## Work with Default Account Teams - Add your default account team. Your default account team includes the users you normally work with on accounts. - Add your default team to all your accounts automatically or to one account at a time. - Changes that you make to one account’s account team don’t affect your default account team or the teams on your other accounts. #### See Also - [Set Up and Manage a Default Account Team](https://help.salesforce.com/s/articleView?id=sales.accountteam_default.htm&release=264.0.0&type=5 "Set up a default team of coworkers you typically work with on accounts, with a role for each member and special access to your accounts. If you don’t see the Account Team related list, ask your Salesforce admin to turn on account teams.")