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            Share an Interaction Summary Using the Manage Participants Component

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            3. Financial Services Cloud Admin Guide

            Share an Interaction Summary Using the Manage Participants Component

            When you add the Manage Participant component to an interaction summary record page, bankers and financial advisors can add multiple users or groups as participants to the record. And they can assign roles from within the component. The component also provides a suggested list of users or groups to add to the record.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Financial Services Cloud enabled.
            User Permissions Needed
            To share an interaction summary using the Manage Participants component:

            Financial Services Cloud Extension OR FSC Sales
            • Turn on compliant data sharing for CRM users for Interaction Summary object.
            • Select Participant Roles and then create participant roles with default access levels for sharing interaction summaries.
            1. Add the Manage Participants component to the interaction summary record page.
              1. On the interaction summary record page, click the Setup icon.
              2. Select Edit Page.
              3. Drag the Manage Participants component onto the page layout.
            2. Configure the component, and then select participant types.
              1. Click anywhere on the Manage Participants component to select it.
              2. In the properties pane, under Participant Types for Suggestion List, click Select.
              3. Move the required participant types to the Selected list, and then click OK.
              4. Save your changes.
              The Manage Participant component supports Account participants, Partner Account participants, Interaction participants, Interaction Attendees, Financial Deal participants, and Opportunity participants as suggestions to share interaction summary records. Users or groups from these types appear as suggestions.
            3. Add users or groups as participants.
              1. On an interaction summary record page, on the Manage Participants component, click Add.
              2. Search for and select users or groups, or select them from the Suggested Users or Groups section.
              3. Click Next.
              4. Select a participant role for every user or group, enter comments, and then select Active.
              5. Click Finish.
              6. Save your changes.
             
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