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            Control Who Sees What on the Relationship Map and in Group Builder (Managed Package)

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            Control Who Sees What on the Relationship Map and in Group Builder (Managed Package)

            Provide the right level of detail on the Relationship Map and Group Builder based on users’ roles, such as advisor, banker, or teller. Edit Lightning pages to show or hide Related Accounts and Related Contacts.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions

            Managed Package Icon This is a Financial Services Cloud managed package feature.

            1. From Setup, in the Quick Find box, enter App Builder, and then select Lightning App Builder.
            2. Select Edit next to the Lightning page you want to modify, such as the Client Record Page. Or create a page to assign to your users.
            3. Select the Relationships tab and click Relationship Map. Or drag the Relationship Map component onto the page.
            4. In the right panel, Show Related Accounts and Show Related Contacts are enabled by default. To hide Related Accounts or Related Contacts, deselect the appropriate checkbox.
              relationships display
            5. Save your changes.
            6. Optional: If you created a page, activate the page to allow your assigned users to see it.

            See Also

             
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