Sage CRM: Using Company Teams

Описание: In this short training session, we explore Company Teams in Sage CRM and how they provide a powerful, no code way to control access to sensitive information between users who would otherwise have identical visibility.

Using standard demo data, the lesson explains why Company Teams exist, how they work alongside territories, security profiles, and row and field level security, and how tab sensitivity is used to restrict access to sensitive data. You will see how users in the same territory and with the same security profile can still have different levels of access depending on whether they are members of a Company Team.

The session covers:

The concept of Company Teams and when they should be used

How tab sensitivity works on Company, Person, Case, and Opportunity records

How sensitive tabs are configured by the system administrator

How users are set up to be governed by Company Team rules

How account owners manage Company Team membership directly on the Company record

The immediate impact of adding or removing users from a Company Team

This feature is particularly valuable for organisations working in regulated or data-sensitive environments such as healthcare, research, social services, and membership-based organisations, where users need to collaborate while still protecting sensitive personal or commercial information.

This lesson is intended for Sage CRM system administrators and advanced users who are responsible for security design, user access, and data governance, and is based on the Sage CRM Security Administration guidance

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