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            Share a Financial Deal Using the Manage Participants Component

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            3. Financial Services Cloud Admin Guide

            Share a Financial Deal Using the Manage Participants Component

            When you add the Manage Participant component to a financial deal record page, deal teams can add multiple users or groups as participants to the record. And they can assign roles from within the component. The component also provides a suggested list of users or groups to add to the record.

            Required Editions

            Ensure that compliant data sharing is enabled for the Financial Deal object.

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions where Financial Services Cloud is enabled
            User Permissions Needed
            To share a financial deal using the Manage Participants component:

            Financial Services Cloud Extension OR FSC Sales
            1. Add the Manage Participants component to the financial deal record page.
              1. On the financial deal record page, click the Setup icon, and select Edit Page.
              2. Drag the Manage Participants component to the page layout.
              3. Save your changes.
            2. Configure the suggestions list.
              You can configure the component then select participant types. Users or groups from these types appear as suggestions.
              1. From the financial deal record page, click the Setup icon, and select Edit Page.
              2. Click anywhere on the Manage Participants component to select it.
              3. In the properties pane, under Participant Types for Suggestion List, click Select.
              4. Move the required participant types to the Selected list, and click OK.
              5. Save your changes.
                For sharing financial deals, the Manage Participant component supports only Account participants as participant types for the suggestion list.
            3. Add users or groups as participants.
              1. From a financial deal record page, on the Manage Participants component, click Add.
              2. Search for and select users or groups, or select them from the Suggested Users or Groups section.
              3. Click Next.
              4. Select a participant role for every user or group, enter comments, and select Active.
              5. Click Finish.
              6. Save your changes.
             
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