You can manage access to a plan for other users through the Share Plan dialog. From the context menu of the Plans page, select Share.
NOTE: If the user does not have access to the underlying flows of the plan, the plan can still be shared and accessed, but the user cannot edit flows and run the plans.
Through this Share Plan dialog, you can invite one or more collaborators to the plan, so that you may work together on the same objects.
- Add: Add users or email addresses of users with whom you would like to share the plan.
To add users as collaborators in your flow, start typing the email address of a user with whom you would like to share the plan. Repeat this process to add multiple users.
NOTE: Each entry must be a valid email address of a user who has access to your project.
- Save: Click Save.
- Delete: Select the user or email address in the search by name or email field and click delete using your keyboard.
- Cancel: To cancel sharing, click Cancel.
Each selected user now can access the plans through the plans page. See Plans Page.
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