How can I assign multiple users to one account

[lindarouyer]

Hi there - I have read through the forum and can't seem to find this answer. I need to be able to assign multiple users to a single account - this will allow me to keep security in place and allow people to see only there own accounts . Our problem is we have several people who need access to each account

Would be very appreciative if someone could give some direction -

Thanks a bunch - Linda

[robertbmirth]

You can assign teams to an account and all users in that team are able to view/edit that account based on the team's privileges. You can adjust these privileges by going to admin -> team management and admin -> user management.

[lindarouyer]

I love that idea - sounds like it would work. However when I went to look for create team- I found nothing. Is this maybe for the new version? I am using 5.something

I did see a tab for create user group? Didn't seem to be what I needed. Although in the description of the subpanel it did mention teams - but only in the description

Thanks again for your help

Linda