---
schema_version: "1"
id: 2be0cf8edf6924f94a1a2dc6f3ca5510cac9f6ee461c4744fb2911215f2d5b27
title: Predefine Case Teams
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/caseteam_predefine_team.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.caseteam_predefine_team.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c397a2e71c1dfcb61b57ff44f7d7cdc6ac42f7c8ae891cc3d5c982ef13aee671
description: After you define case team roles, you can predefine case teams so that service reps can quickly add frequent collaborators to cases.
products:
  - Service Cloud
release: "264"
---
# Predefine Case Teams

After you define case team roles, you can predefine case teams so that service reps can quickly add frequent collaborators to cases.

### 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;"><a href="https://help.salesforce.com/s/articleView?id=service.service_editions_reference.htm&amp;language=en_US" target="_blank">View supported editions</a>.</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="text-align:center;vertical-align:top;" id="d89820e58">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d89820e58 ">To set up and manage case teams:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d89820e58 ">
              <p>Customize Application</p>
              <p>Manage Users</p>
              <p style="margin-bottom:0;">Edit on cases</p>
            </td>

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

1. From Setup, enter Predefined Case Teams in the Quick Find box, then select **Predefined Case Teams**.
2. Click **New**, and enter the team’s name.
3. Add team members.
    1. Choose a team member type: User, Contact, or Customer Portal User. Contacts can access cases only when they’re enabled as customer portal users and assigned to case page layouts.
    2. Click **Lookup** (![Lookup icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/resources-global/_corporate/images/lookup.png)) and select a member.
    3. Choose a role for the member.
4. Click **Save**. You can update your case teams at any time.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support-264-0-0-production-enus/dd14551c-a772-4db6-9a1d-d84df8df2980/images/icon_note.png)
    
    Note In Classic, all Predefined Case Team entries for the Case Team Related List will show **Visible in Customer Portal** as **True**. Clicking the Predefined Team Member List will display the correct values for each member.
5. Optionally, [create assignment rules](https://help.salesforce.com/s/articleView?id=service.creating_assignment_rules.htm&language=en_US) that assign a case team to cases that meet your criteria.

To delete a predefined case team, remove it from assignment rules first. If you delete a predefined case team, you can't retreive it and it’s removed from all cases. When you remove members from a predefined case team, they’re removed from all cases in which they were members of the team.

#### See Also

- [Case Teams](https://help.salesforce.com/s/articleView?id=service.caseteam_setup.htm&release=264.0.0&type=5 "Create case teams to help groups of people work together to solve cases. Before you create case teams, define team roles.")