Configure the Account Contact Relationship Page Layout
Give relationship managers, personal bankers, and advisors access to the fields in the
account contact relationship layout to let them create and maintain relationship
groups.
Required Editions
Available in: Lightning Experience
Available in: Professional, Enterprise, and Unlimited
Editions
From Setup, open Object Manager, then Account Contact
Relationship, and click Page Layouts.
From the Page Layouts section, click Page Layout
Assignment.
For the Advisor, Personal Banker, and Relationship Manager profiles, select
Account Contact Relationship Layout (Installed Package:
WealthManagement).
Save your changes.
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