πPermissions
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
Navigate to Excel
Navigate to File in the ribbon
Select "Share"
Type in the email address
Click Send
Sharepoint Interface
Sharing a Folder with an individual
Navigate to Sharepoint
Navigate to the customer site
Select Documents
Select the folder you want to share
Type in the email address
Click Send
Manage group access to Plans and folders
Navigate to Sharepoint
Navigate to the customer site
Select Documents
Select the folder you want to share
Click on Manage access
View the groups that have access to the folder
Click on βShareβ to share with more groups or individuals
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