Grid options - Shared With (build plan team)

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 Shared With

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 User

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.

Delete User

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.

Edit Access

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 Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan, can add or remove users from the plan and update user plan access. Home Page Can see all plans from the home page plans panel and access all data within the plans. Recent, Plans I Own, and All Plans tabs
	Manager	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan, can add or remove users from the plan and update user plan access. Home Page Can see all plans from the home page plans panel and access all data within the plans. Recent, Plans I Own, and All Plans tabs
	Executive	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan, can add or remove users from the plan and update user plan access. Home Page Can see all plans from the home page plans panel. Has read-only access to all plans. Has edit access to shared plans where the user is an owner. Recent, Plans I Own, and All Plans tabs
	Contributor	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan, can add or remove users from the plan and update user plan access. Home Page Can see all plans from the home page plans panel and access all data within the plans. Recent, Plans I Own, and All Plans tabs
	Team Member Plus	My Work Can see assigned tasks and make update on task status. Work Plan Can view the work plan for the shared plan but cannot edit any data. Read-only access. Home Page Can see shared plans from the home page plans panel and has read-only access to shared plans Recent, Plans I Own, and All Plans tabs
	Team Member	My Work Can see assigned tasks and make update on task status. Work Plan Cannot view the work plan for the shared plan. Home Page Can see shared plans from the home page plans panel. Cannot access the work plans. Recent, Plans I Own, and All Plans tabs

Table 4. Contributior Share With Permission and Environment Permissions

Share With Permission: Contributor
Environment Permission	Owner	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan, can add or remove users from the plan and update user plan access. Home Page Can see all plans from the home page plans panel and access all data within the plans. Recent, Shared with Me, and All Plans tabs
	Manager	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan, can add or remove users from the plan and update user plan access. Home Page Can see all plans from the home page plans panel and access all data within the plans. Recent, Shared with Me, and All Plans tabs
	Executive	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan. Cannot share the plan or update user permissions. Home Page Can see all plans from the home page plans panel and has read only access to all data within the plans. Recent, Shared with Me, and All Plans tabs
	Contributor	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan. Cannot share the plan or update user permissions. Home Page Can see shared plans from the home page plans panel and has edit access to shared plans. Recent, Shared with Me, and All Plans tabs
	Team Member Plus	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule. Has read only access to the work plan. Cannot share the plan or update user permissions. Home Page Can see shared plans from the home page plans panel and has read only access to shared plans. Recent, Shared with Me, and All Plans tabs
	Team Member	My Work Can see assigned tasks and make update on task status Work Plan Cannot see the work plan Home Page Can see shared plans from the home page plans panel. Cannot see the work plan Recent, Shared with Me, and All Plans tabs

Table 5. Reader Share With Permission and Environment Permissions

Share With Permission: Reader
Environment Permission	Owner	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan, can add or remove users from the plan and update user plan access. Home Page Can see all plans from the home page plans panel and access all data within the plans. Recent, Shared with Me, and All Plans tabs
	Manager	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan, can add or remove users from the plan and update user plan access. Home Page Can see all plans from the home page plans panel and access all data within the plans. Recent, Shared with Me, and All Plans tabs
	Executive	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule. Has read only access to the work plan. Cannot share the plan or update user permissions. Home Page Can see shared plans from the home page plans panel and has read only access to shared plans. Recent, Shared with Me, and All Plans tabs
	Contributor	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule. Has read only access to the work plan. Cannot share the plan or update user permissions. Home Page Can see shared plans from the home page plans panel and has read only access to shared plans. Recent, Shared with Me, and All Plans tabs
	Team Member Plus	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule. Has read only access to the work plan. Cannot share the plan or update user permissions. Home Page Can see shared plans from the home page plans panel and has read only access to shared plans. Recent, Shared with Me, and All Plans tabs
	Team Member	My Work Can see assigned tasks and make update on task status Work Plan Cannot see the work plan Home Page Can see shared plans from the home page plans panel. Cannot see the work plan Recent, Shared with Me, and All Plans tabs

Table 6. My Work Share WIth Permission and Environment Permissions

Share With Permission: My Work Only
Environment Permission	Owner	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan, can add or remove users from the plan and update user plan access. Home Page Can see all plans from the home page plans panel and access all data within the plans. Recent, Shared with Me, and All Plans tabs
	Manager	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan, can add or remove users from the plan and update user plan access. Home Page Can see all plans from the home page plans panel and access all data within the plans. Recent, Shared with Me, and All Plans tabs
	Executive	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the work plan. Has read only access to the work plan. Cannot share the plan or update user permissions. Home Page Can see shared plans from the home page plans panel and has read only access to shared plans. Recent, Shared with Me, and All Plans tabs
	Contributor	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the work plan. Has read only access to the work plan. Cannot share the plan or update user permissions. Home Page Can see shared plans from the home page plans panel and has read only access to shared plans. Recent, Shared with Me, and All Plans tabs
	Team Member Plus	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule. Has read only access to the work plan. Cannot share the plan or update user permissions. Home Page Can see shared plans from the home page plans panel and has read only access to shared plans. Recent, Shared with Me, and All Plans tabs
	Team Member	My Work Can see assigned tasks and make update on task status Work Plan Cannot see the work plan Home Page Can see shared plans from the home page plans panel. Cannot see the work plan Recent, Shared with Me, and All Plans tabs