Rosemarie,
I have read a few articles on this and some people have discovered that they can use the Ribbon Workbench to make those icons appear, while other people have set up a user lookup field on the form that triggers a workflow to add the user to the access team.
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Nelson Johnson, Solution Architect
BroadPoint, Inc., Bethesda MD
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Original Message:
Sent: Dec 02, 2019 06:36 PM
From: Rosemarie Cordell
Subject: Access Teams Anyone?
We recently switched to the Unified Interface and it appears that users can no longer add members to a record's access team. Can anyone give any insight as to what we've missed in our setup here?
Classic web, sales person logged in, access team has the lovely + sign:
Unified Interface with no + sign (no add option in the ellipses either...):
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Rosemarie Cordell
Business Analyst
NEWBERG OR
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