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Review and Edit Participant Roles for Compliant Data Sharing
View, change, and delete participant roles from the Participant Roles page in Setup.
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 view, change, and delete participant roles: | Configure Compliant Data Sharing System Permission |
You can rename, activate or deactivate, or change the default access level for a participant role on the Participant Roles Setup page.
Note You can’t delete or deactivate a participant role that has existing account participant or
opportunity participant records. Delete the participant records first.
- From Setup, in the Quick Find box, enter Compliant, and then select Participant Roles. If Participant Roles exist, a list of existing roles is shown.
- To delete a participant role that hasn’t been used, click Del next to its name.
- Click Edit next to a participant role to see its details.
- You can change names, the default access level, and whether the role is active. You can’t change a role’s parent object.
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Click Save.
Note When the default access level is changed for a role, it triggers updates to share table entries for all records that have been assigned that role. The update process can take some time to complete. When the update completes, a notification email is sent and an entry is added to the Setup Audit Trail describing the changes.
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