Teams and Workgroups

A Team is a collection of CSM Users that can share CSM items (such as Dashboards), record ownership, and assignments. Examples include Support, Management, and Knowledge Management. A Team plays an important part in record ownership because members of the Team can have additional rights to view and edit records. A Workgroup is a collection of CSM Customers who can share CSM items (such as Dashboards). Examples include Sales, HR, and Operations. A Workgroup plays an important part in record ownership because members of the Workgroup can have additional rights to view and edit records.

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