Sharing plans

Overview

Plans can be shared with team members, so that they can view or collaborate on the shared plan.

The following article provides information on:

• Plan roles
• How to share a plan

Plan Roles

When sharing a plan, a user must set the role for each planner. The following roles are available:

• Viewer - View plans
• Collaborator - View, update (i.e add, move, update, or delete boxes), and share plans. Collaborators can also adjust plan metrics and manage editable fields.

How to share a plan

Plan owners and collaborators can share plans that they have access to. Account administrators can share any plans, regardless of their plan role.

This section provides detailed information on:

• Sharing plans
• Plan sharing options

Sharing Plans

You can share plans from the Plans tab of the Chart explorer, or from within a plan.

To share a plan from the Chart explorer, hover over the plan you'd like to share, and then click on the sharing icon shown below.

To share a plan from within the plan itself, open the Dashboard side panel, and then click on the manage access hyperlink to the right of the users with access heading.

Once clicking on the share or manage access options, the share dialogue is displayed:

Plan sharing options

The following options are available in the plan sharing dialogue:

Search	Search for individual users or access groups with whom you'd like to share the plan.
Default users as collaborators checkbox	Check to automatically set the role of each user or access group as 'collaborator' when sharing.
Viewer/Collaborator dropdowns	Click to change the plan role of the user or access group with whom you're sharing the plan. Optionally, remove a users or access group's access to the plan.
Notify people checkbox	Check to send the users or users within a selected access group an email with the link to the plan. The email will automatically be sent to the email address associated with the users' OrgChart account after you click on Save.
Copy link button	Click to copy a link to the plan to your clipboard.