---
schema_version: "1"
id: 2edba26b954954cd525d7ee8164fd8f48aa2ae1dacf29734129e884b00c73c10
title: Add Participant Groups for Compliant Data Sharing
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/fsc_admin_add_participant_group.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.fsc_admin_add_participant_group.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3f8eda475c34e8df1823d5ba4558ecf1aaa17853a20dd142b1f84f275ab09ca7
description: Create participant groups to share a record with a group of users without having to create individual participant records for each team member.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Add Participant Groups for Compliant Data Sharing

Create participant groups to share a record with a group of users without having to create individual participant records for each team member.

### 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: <strong>Professional</strong>, <strong>Enterprise</strong>, and <strong>Unlimited</strong> Editions in Financial Services Cloud</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Nonprofit Cloud</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Public Sector Solutions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <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="text-align:center;vertical-align:top;" id="d3357e105">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d3357e105 ">To configure participants groups:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d3357e105 ">
              <p>Configure Compliant Data Sharing System Permission</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Use Compliant Data
                Sharing System Permission</p>
            </td>

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

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-compliant_data_sharing-264-0-0-production-enus/8625683f-9f8d-496a-860e-620a04ebdee5/images/icon_note.png)

Note A maximum of 100 participant groups can be added to each parent record, regardless of the number of participants in each group.

1. Create a participant group.
    1. From Setup, in the Quick Find box, enter Participant, and then select **Participant Groups**.
    2. On the Participant Groups Setup page, click **New**.
    3. Enter a name, such as Support Team.
    4. Enter a developer name or use the system default.
    5. Click **Save**.
        
        ![Compliant Data Sharing Participant Groups](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-compliant_data_sharing-264-0-0-production-enus/8625683f-9f8d-496a-860e-620a04ebdee5/compliant_data_sharing/images/fsc_admin_cds_participant_group.PNG)
2. Add members to the participant group.
    1. On the Participant Groups setup page for the group you created, click **Add Member**.
    2. To add a user, select **People** from the dropdown list.
    3. To add a participant group, select **Group** from the dropdown list.
    4. Enter the name of the user or participant group to add, and select it from the dropdown list.
    5. Click **Save**.

Assign the participant group as a participant on a record.