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.

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

From Setup, in the Quick Find box, enter Participant, and then select Participant Groups.
On the Participant Groups setup page, select the desired group.
On the Participant Groups setup page for the group you created, click Add Member.
To add a user, select People from the dropdown list.
To add a participant group, select Group from the dropdown list.
Enter the name of the user or participant group to add, and select it from the dropdown list.
Click Save.

Assign the participant group as a participant on a record.

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