The Shared With window is where you can manage your team. You may add team members and manage the security permissions for your plan.
Open the Grid Options menu. Select Shared with. You may also access the Shared With window via the plan contextual menu from elsewhere (i.e. Portfolios, Plan Menu, etc.).

The plan team shows with each user's Name, Email address and Access level.

Add a user to your plan by typing their name into the Add User space. Once you type 3 or more letters, matching users will show for selection based on the directory of users in the Resource Center.

Newly added users will be added to the team as Reader. Adjust the access level as necessary.
To delete a user, click the red dash the the left of the user. This does not delete the user from OnePlan, just from your plan.

Click in the Access column to change a team member's access level. Select the desired level. (see User Permissions)
Important
What users are able to access and do with shared plans is dependent on the plan permissions you set, and their OnePlan environment permissions. Higher user permissions will outweigh and restrictions set on the plan level.

Table 3. Owner Share With Permission and Environment Permissions
Share With Permission: Owner |
||
---|---|---|
Environment Permission |
Owner |
My Work
Work Plan
Home Page
|
Manager |
My Work
Work Plan
Home Page
|
|
Executive |
My Work
Work Plan
Home Page
|
|
Contributor |
My Work
Work Plan
Home Page
|
|
Team Member Plus |
My Work
Work Plan
Home Page
|
|
Team Member |
My Work
Work Plan
Home Page
|
Table 4. Contributior Share With Permission and Environment Permissions
Share With Permission: Contributor |
||
---|---|---|
Environment Permission |
Owner |
My Work
Work Plan
Home Page
|
Manager |
My Work
Work Plan
Home Page
|
|
Executive |
My Work
Work Plan
Home Page
|
|
Contributor |
My Work
Work Plan
Home Page
|
|
Team Member Plus |
My Work
Work Plan
Home Page
|
|
Team Member |
My Work
Work Plan
Home Page
|
Table 5. Reader Share With Permission and Environment Permissions
Share With Permission: Reader |
||
---|---|---|
Environment Permission |
Owner |
My Work
Work Plan
Home Page
|
Manager |
My Work
Work Plan
Home Page
|
|
Executive |
My Work
Work Plan
Home Page
|
|
Contributor |
My Work
Work Plan
Home Page
|
|
Team Member Plus |
My Work
Work Plan
Home Page
|
|
Team Member |
My Work
Work Plan
Home Page
|
Table 6. My Work Share WIth Permission and Environment Permissions
Share With Permission: My Work Only |
||
---|---|---|
Environment Permission |
Owner |
My Work
Work Plan
Home Page
|
Manager |
My Work
Work Plan
Home Page
|
|
Executive |
My Work
Work Plan
Home Page
|
|
Contributor |
My Work
Work Plan
Home Page
|
|
Team Member Plus |
My Work
Work Plan
Home Page
|
|
Team Member |
My Work
Work Plan
Home Page
|
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