Can someone please provide some clarity on account team functionality
How can we restrict the view of Visits and Appointments to members of an account team?
We need to have all employees that are part of an account team be able to see the list of appointments for those accounts
Currently, our understanding is that the My Team filter is for managers, even though it shows on all employee's filters for appointments
We also cannot find an authorisation/access restriction option for this on the business role
How do we show/restrict the appointments view to show employees all appointments created by themselves and those created for accounts where they are part of the account team?