MCA Suite includes a team feature to help manage your teams, agents and related deals. See How do I set up teams? for more information. 


This article will help you understand how permissions determine visibility of deals for members of your team. 


Let's assume you have the following team set up: 



This team consists of three members. John Leader (the team leader), Agent One and Agent Two. 


Deals that are created by any of the three members on this team have the option of setting the access permission to "Team John"



Doing so will allow anyone on that team to view this deal. As always, any administrator can also see this deal. However, anyone who is NOT an administrator and NOT on this team will NOT be able to view this deal. This is a good way to separate deals between teams. 


If you wanted to further segregate the deal so that agents on the team CAN'T view deals that other agents enter, the agent can simply set the permission to him or herself. Team leaders, however, will still be able to access those deals. This is a good way to set up deal permissions if you don't want agents having access to one another's deals, but still want your team leader to have access to all deals any member of that team has access to (via permission setting). As long as a current member of the team has his name on the permission setting of a record, the team leader will be able to view that page.


For example, if we set the access permission of "Merchant A Deal 1" to "Agent One":


 

When Agent Two searches for deals, this deal will not show up on his list: 


Note that Merchant B Deal 1 was entered by Agent Two


On John's deal search page, however, he will see that deal since he is the team leader: 


Note that John can see both Merchant A Deal 1 (the deal entered by Agent One) and Merchant B Deal 1 (the deal entered by Agent Two)