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 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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