Team Access Source

How can I get select Community Teams immediate access to my Project?

Team Access allows you to grant chosen Community teams immediate access to your Opportunity. Members of the chosen Community Team(s) see a link to your Opportunity on their Community Homepage.


This Article Applies To:
Impact Edition Pro Edition Team Edition Legacy Edition


Image from Gyazo

To create a Team Access Source:     

  1. Hover over the Opportunity and the green + icon

     2. Select Team Access.
     3. Complete your Source Name and select the Community Team which will have access.
     4. Click Next to complete.