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            Manage Account Plan Participants

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            3. Administer Life Sciences Cloud

            Manage Account Plan Participants

            You can add individual users to an account plan or as a group.To boost collaboration and improve networking outcomes, configure groups and users as participants, and assign stakeholders to participants.

            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 add account plan participants: Life Sciences Key Account Management permission set

            See Also

            Create an Account Plan Participant

            Streamline the execution of goals and objectives by incorporating participant users into your account plan.

            1. From the App Launcher, go to the Account Plan record that you want to add the participant to.
            2. On the Related tab, under Account Plan Participant, click New.
            3. Select a group or individual as the participant.
            4. Select the account plan.
            5. Select the role of the participant user.
            6. Save your changes.

            Assign a Stakeholder to a Participant

            Support cross-functional collaboration by enabling participants to liaise directly with stakeholders of an account plan.

            Assigning a stakeholder to a participant creates an Account Plan Participant Stakeholder junction record.

            1. From App Launcher, find and select the Account Plan Participant record to which you want to assign a stakeholder.
            2. In the record's highlights panel, click Assign or Unassign Stakeholder.
            3. Select an account plan stakeholder to assign to the participant.
            4. Save your changes.
             
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