Once requesting the Account Team Swantide Workflow, you will see the Account Team related list displayed on the Account object. You can follow the steps below to add members and specify the role they play on the Account:
Navigate to the Account that you'd like to adjust the Account Team
Click the top right carrot icon shown in the screenshot below and choose "Add Team Members"
Input the User's Name, Team Role, and specify Access if necessary
Click Save
Tips:
If you don't see the Roles you are looking for as options, talk to your Swantide Customer Success Manager to update these to reflect your organizations accurate Role options
If you'd like to set up any automations for adding default Account Teams, or relationships between Opportunity and Account teams, reach out to your Swantide Customer Success Manager to discuss any Swantide Workflows that can support
For a live view of how to add and edit Account Team members, please see the instructional video below