This article is intended for: Editors of the Strategic Planning or Custom Plans modules.
Use this article after: you have created the Strategic plan and are ready to collaborate.
Add users at the Contributor level to allow them to view and edit existing Plan Items.
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Contributors are not able to edit the Plan Name or Global Settings. Contributors can automatically see the entire plan, but can only edit the ones that they’ve been assigned.
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- To include contributors on the plan select + Add Contributors.
- Select the checkbox(es) next to the user(s) you want to add to the plan or select + Add New User to enter the information for a new user who is not part of the system.
- Lastly, select the Add Contributors button.
Ready to Assign Plan Items?
Learn more with this article: Strategic Planning - Assign Plan Items
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