---
schema_version: "1"
id: 239c1f2d69e73a8850d9228d335efb6771451f684823921f4c5d8eb2373b0c71
title: Set Up and Manage a Default Account Team
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/accountteam_default.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.accountteam_default.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7e08ab1731196e1af4c00984f12cf625ead9f1b76ec9571b4c36886c1e0ad217
description: 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.
products:
  - Sales Cloud
release: "264"
---
# Set Up and Manage a Default Account Team

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.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience and Salesforce Classic</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d25274e73">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25274e73 ">To set up or edit a default account team:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25274e73 ">
              <p>Read on accounts</p>
              <p>AND</p>
              <p>Account owner</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Higher than the
                account owner in the role hierarchy</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d25274e73 ">To add the account owner’s default account team to an account:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d25274e73 ">
              <p>Read on accounts </p>
              <p>AND</p>
              <p>Account owner </p>
              <p>OR</p>
              <p style="margin-bottom:0;">Higher than the
                account owner in the role hierarchy</p>
            </td>

          </tr>
        </tbody>
      </table>

## Set Up a Default Account Team

Set up a default account team from your personal settings page. Admins can set up a user’s default account team from the user’s record page.

1. Click your profile picture in the top right and select **Settings**.
2. Go to Advanced User Details and select **Default Account Team**.
3. Click **Add**.
4. Add coworkers, selecting each user’s access to the account and to related opportunities and cases. Also select each user’s role on the team.
5. If you want, select options for adding the default team to your accounts automatically.
    
    - To add your default team to accounts from now on, select **Automatically add my default account team to accounts that I create or accounts that are transferred to me**.
    - To add your default team to all your accounts immediately, select **Update account teams with these members**.
    
    If you don’t add your default team to accounts automatically, you can add it to individual records later. From an account, on the Account Team related list, click **Add Default Team**.
    
    ![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 The **Add Default Team** button adds the default team of the account owner, not of the user who clicks the button.
6. Click **Save**.

## Manage a Default Account Team

Manage your default account team from your personal settings page. Admins can manage a user’s default account team from the user’s record page.

1. Click your profile picture in the top right and select **Settings**.
2. Go to Advanced User Details and select **Default Account Team**.
3. Choose an option to manage default account team members.
    
    - To delete a default account team member, select **Del**.
    - To edit a default account team member’s access or role, select **Edit**.

#### See Also

- [Working with Teams on Your Accounts](https://help.salesforce.com/s/articleView?id=sales.accountteam_add.htm&release=264.0.0&type=5 "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.")
- [Considerations for Using Account Teams](https://help.salesforce.com/s/articleView?id=sales.accountteam_def.htm&release=264.0.0&type=5 "Review considerations for working with account teams. Learn about account team members and access levels and what happens to team members when an account owner changes.")