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Comment: Published by Scroll Versions from space DEV and version r082

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  • When a plan is shared, the underlying flow tasks are not shared directly. 
  • The plan can be executed only if the user has access to all the underlying flow tasks.
  • Plan schedules cannot be shared with users.

Permissions

When a user is provided access to a plan, the user becomes a  collaborator  on the plan and is assigned a subset of the permissions assigned to the  owner  of the plan.  If the user has minimal permissions for overall plans then sharing the plan as collaborator would be downgraded. 

Info

NOTE: A collaborator on a plan cannot delete the plan.

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Info

NOTE: In addition to the shared plan, you must have collaborator access to all underlying flows to execute a plan.

For more information, see Overview of Sharing .

Steps

  1. From the context menu of the Plans page, select Share.
  2. In the Share dialog box, add users as collaborators for the plan; start typing the name of a user or enter the email address of the user with whom you would want to share the plan. 

  3. Repeat the process to add multiple users.

    Info

    NOTE: For privacy and security reasons, search option is not available in the Share dialog.

  4. Click Save.