To share a plan, invite users or groups via the Plan Permissions settings.
How to Manage Plan Access
- Open the plan
- Click Edit Settings
- In Plan Permissions, invite users and set their access to View or View and Edit
- Click Save Plan
Inviting User Groups
To share a plan with a group, use Access Rules in Plan Permissions.
Access Rules let you define groups based on:
- Location
- Office
- Role
- Brand or Brand Category
Use this when sharing with an entire office or brand team.
Contact Pronto Support if you would like to create an Access Rule to manage Permissions for your Plan.
