To Create a Plan:
Users need the Manage Plans permission.
This is typically enabled for Operations Users and Project Managers.
If you can’t see the Pronto Planner and want access, speak to your Office Pronto Champion or contact Pronto Support.
To be ‘Invited’ to a Plan:
Any User can be invited.
Once invited, they’ll see Pronto Planner in the main navigation and can access any Plans they’ve been added to.
User Permissions
You can learn how to manage User Permissions in your office in the ‘Address Book & User Security‘ training module.