RealNex Knowledge Base

    Changing the Default Team for a User

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    Teams are how you can change who can see a given record. By default, each user's Team is set to <everyone>, meaning all of your CRM Desktop users can see the records. If you'd like to change the default team for a user, this article will help you change that setting.

    The user can change their default team, by going to Tools > Options > Default team

    Administrators can also change default team for users by going to Tools > Admin > User Management, double-clicking on the user they wish to change, and selecting a different Default Team.

     

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