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Compliant Data Sharing
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            Add Members to Participant Groups in Compliant Data Sharing

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            Add Members to Participant Groups in Compliant Data Sharing

            Add users or participant groups to a participant group when they play the same role in record interactions.

            Required Editions

            Available in: Lightning Experience
            Available in: Professional, Enterprise, and Unlimited Editions in Financial Services Cloud
            Available in: Enterprise, Unlimited, and Developer Editions with Nonprofit Cloud
            Available in: Enterprise, Performance, Unlimited, and Developer Editions with Public Sector Solutions
            User Permissions Needed
            To configure participants groups: Configure Compliant Data Sharing System Permission
            1. From Setup, in the Quick Find box, enter Participant, and then select Participant Groups.
            2. On the Participant Groups setup page, select the desired group.
            3. On the Participant Groups setup page for the group you created, click Add Member.
            4. To add a user, select People from the dropdown list.
            5. To add a participant group, select Group from the dropdown list.
            6. Enter the name of the user or participant group to add, and select it from the dropdown list.
            7. Click Save.

            Assign the participant group as a participant on a record.

             
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