---
schema_version: "1"
id: 2c23b22f1605289a75c1bcfbdb61eedd80d9508a4e2c3859d327ef2946e3f772
title: Set Up Compliant Data Sharing for Compliance
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/business_compliance_suite_compliant_data_sharing_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_compliant_data_sharing_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 472ebdf2b5eafd4b141ada17be75b6f95efcc309bfb90635568e30eb972ed7a4
description: Add related lists that display object participants to page layouts.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Set Up Compliant Data Sharing for Compliance

Add related lists that display object participants to page layouts.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: All Industry Clouds, Sales Cloud, Service Cloud <a href="https://help.salesforce.com/s/articleView?id=ind.business_compliance_suite_editions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported editions and availability for Process Compliance Navigator.">View editions availability</a>.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="vertical-align:top;" id="d6153e67">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6153e67 ">To set up Process Compliance Navigator:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6153e67 ">Compliance Admin permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6153e67 ">To use Process Compliance Navigator:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6153e67 ">Compliance User permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6153e67 ">To set up Compliant Data Sharing:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6153e67 ">Configure Compliant Data Sharing system permission</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6153e67 ">To share records using Compliant Data Sharing:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6153e67 ">
              <p>Use Compliant Data Sharing system permission</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Be the owner of the record OR have edit access on the record through Compliant Data
                Sharing</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d6153e67 ">To have a record shared with you using Compliant Data Sharing:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d6153e67 ">Use Compliant Data Sharing system permission</td>

          </tr>
        </tbody>
      </table>

Configure your org to get the most from the advanced data sharing capabilities of the Compliant Data Sharing feature.

Add the Business Operations Process Participant, Compliance Control Participant, Compliance Policy Participant, Regulation Participant, and Validation Procedure Participant related lists to the Compliance object page layouts.

Create participant roles to specify the access level it grants to a record when assigned to a participant. Create participant groups to define groups of users with the same role in their record interactions.

[Set up Compliant Data Sharing](https://help.salesforce.com/s/articleView?id=ind.fsc_admin_cds.htm&type=5&language=en_US).