A named participant on a record, carrying a team role and an intended access level. It is entity-agnostic by design - rows are keyed by the polymorphic pair of Record and Related Entity Name rather than by a foreign key - but the AddTeamMember and RemoveTeamMember server actions that create and retire them are registered on Case only in first-party metadata, so in practice these are case team members. Be careful with Access Level: no first-party record-level security rule reads it, so adding a collaborator does not by itself grant that person Read or Edit on the record; enforcement would have to come from a tenant-authored security rule. Record merge re-points collaborators onto the surviving record.
Fields
| Field | Label | Type | Required | What it does |
|---|
AccessLevel | Access Level | PickList | | Read or Edit, expressing the access the collaborator is meant to have, and defaulted to Read when a row is created without one. No first-party record-level security rule reads it, so on its own it grants nothing - a tenant would have to author a security rule that references it. Values: Read, Edit. |
IsPrimary | Primary | Boolean | Yes | Marks one team member as the primary one. It is set only from the argument passed to the add-team-member action; nothing reads it afterwards, and nothing enforces that at most one row per record carries it. |
RecordId | Record | Lookup → Case | Yes | The record this collaborator belongs to, stored as a bare identifier with no foreign key behind it. It is only meaningful together with the related entity name, since identifiers from different entities share this one column. |
TeamRole | Team Role | PickList | | Defaults to Collaborator when a row is created without one. Seeded choices are Owner, Collaborator and Observer, and no first-party code behaves differently depending on which is chosen - it is descriptive only. Values: Owner, Collaborator, Observer. |
UserId | User | Lookup → UserAccount | Yes | The user identity the row is recorded against; it is supplied as an argument to the add-team-member action and is required. Removal matches on this together with the record, so removing a team member soft-deletes every row for that user on that record. |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
EditInLine | Edit | EditInline | Edit in page. |
- Case — looks up via
CaseId
