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Compliant Data Sharing
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            Review and Edit Participant Groups in Compliant Data Sharing

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            Review and Edit Participant Groups in Compliant Data Sharing

            View, change, and delete participant groups from the Participant Groups 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 groups: Configure Compliant Data Sharing System Permission

            Manage your participant groups by removing group members, changing the group name, or deleting a group.

            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. To remove a group member, select Delete from the dropdown list for that member.
            4. To change the name of the group, click Rename Group.
              1. Enter a new name for the participant group.
              2. Update the developer name or use the existing developer name.
                Note
                Note The developer name isn’t automatically updated when the participant group name is changed.
              3. Click Save.
            5. To delete a participant group, click Delete Group.
             
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