The "access mode" setting controls how your seats interact with your data.
There are two different types of Team accounts available:
Networked Accounts: This option allows contacts to be shared with all users on the team account. Each user will read from the same database for their contacts and folders. With this option, the Contact Manager is controlled by the Team Admin and all folders are created through the admin's account.
Recommend for smaller teams that have a group understanding about which contacts each user is working. There is a risk that users could select and dial the same contacts at the same time.
Hypothetical application: non-commission based sales teams where transparency is at the forefront.
This option is most commonly used by Mortgage teams where a Loan Officer has one or two assistants helping to make calls throughout the week.
As of 10/13/22: Networked accounts can how give their team members the option to Manage folders and custom fields from the team settings/edit page per team member. Admins can grant these permissions on behalf of the entire team. If a seat is granted these permissions, they can create, edit, reorder & delete folders, as well as manage custom fields
Not recommend for commission-based teams.
Standalone Accounts: This option allows for each user on a team to have a contact list that is separate from all other users on the team. Each user will have his/her own contact manager and folders.
Recommend for teams that need to have contacts separated for each user.
Hypothetical application: Each user on the team will be set up with their own contact manager to maintain their contacts. The admin has access to each user's account (by logging in as the user) and the contacts within the contact manager.
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