Help account managers implement an account plan by adding participant users.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the
Life Sciences Customer Engagement managed package.
User Permissions Needed
To create a participant role:
Life Sciences Commercial Admin permission set
From Setup, in the Quick Find box, enter and select Participant
Roles.
Click New.
Enter a name for the participant role.
The API name is automatically populated.
For the parent object, select Account Plan.
Select Read/Write as the default access level, and then select
Active.
Save your changes.
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