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Compliant Data Sharing
Manage Participant Roles in Compliant Data Sharing

Manage Participant Roles in Compliant Data Sharing

Compliant Data Sharing uses participant roles to define how users and participant groups relate to a record. Each participant role specifies the access level it grants to a record when assigned to a participant.

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
Note
Note A user who has a participant role assigned for a record or who belongs to a participant group can’t be deactivated. Delete their participant records and remove them from all participant groups before deactivating them.
 
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