🔐Permissions

Permissions to Plans can be managed in the Excel or the Sharepoint UI. In the Sharepoint UI, permissions to folders can also be managed.

Excel Interface

Sharing a Plan with an individual

1. Navigate to Excel

2. Navigate to File in the ribbon

3. Select "Share"

4. Type in the email address

5. Click Send

Sharing a Plan from Excel

Inviting others to the Plan

Sharepoint Interface

Sharing a Folder with an individual

1. Navigate to Sharepoint

2. Navigate to the customer site

3. Select Documents

4. Select the folder you want to share

5. Type in the email address

6. Click Send

Type in email address to share Plan with individuals

Manage group access to Plans and folders

1. Navigate to Sharepoint

2. Navigate to the customer site

3. Select Documents

4. Select the folder you want to share

5. Click on Manage access

6. View the groups that have access to the folder

7. Click on “Share” to share with more groups or individuals

Select the folder and click on Manage Access

Manage group permissions