Overview
Account Teams let you limit which members of your organization can access which customer tenants. When Account Team enforcement is on, a team member who is not an admin can only open and manage the tenants they have been added to. This is useful when different people own different books of business and you want each person to see only their own accounts.
Account Teams is being released gradually. If the Account Team tab, filter, or enforcement setting is not visible in your Admin Dashboard, the feature has not been enabled for your organization yet.
By default, enforcement is off and everyone on your team keeps access to every tenant. Nothing changes until an admin turns it on.
Who keeps full access
Some roles always keep access to every tenant, whether or not they are on an account team:
Admin
Primary Admin
Billing Manager
These roles are never limited by Account Teams. Everyone else is limited to their assigned tenants once enforcement is on.
Turning on enforcement
Only an Admin or Primary Admin can change this setting.
Open Global Settings.
Turn on the Account Team enforcement setting.
Confirm the change when prompted.
Once it is on, non-admin team members immediately see only the tenants they belong to. If someone should keep broad access, either leave them on an exempt role or add them to the relevant account teams.
Managing who is on a tenant's account team
Open the customer tenant.
Go to the Account Team tab.
Add the team members who should have access to that tenant, or remove members who should no longer have it.
Adding a member gives them access to that tenant right away. Removing a member takes it away.
Adding someone who is on an exempt role (Admin, Primary Admin, or Billing Manager) does not change anything, because those roles already have full access. It is fine to leave them off account teams entirely.
Turning off enforcement
Turning the Global Settings enforcement setting back off restores full access to every tenant for everyone on your team. This is the rollback path if you decide Account Teams is not the right fit.
Troubleshooting
A team member cannot see a tenant they expected to. With enforcement on, they only see tenants they have been added to. Add them on that tenant's Account Team tab, or confirm whether they should be on an exempt role instead.
A team member can see every tenant even though enforcement is on. They are most likely on an exempt role (Admin, Primary Admin, or Billing Manager). Exempt roles always keep full access.
Adding someone to an account team did nothing. If they are on an exempt role, membership has no effect. They already have access to everything.
The enforcement toggle is greyed out. Only Admin and Primary Admin can change it. Ask one of them to make the change.