How do I give my users access to create plans?
For a user to be able to create and view plans, they will need to be set up with a full license and a role that includes planning permissions. See Creating and assigning roles in OrgPlus on how to create roles, which includes adding user permissions for workforce planning.
If I share my plan with a user, will they receive a notification that I have shared with them?
Email notifications will be sent to the users when sharing plan with them unless the administrator has disabled these email notifications.
For instructions on disabling notifications, see Configuring plan status settings in OrgPlus Planning
For instructions on disabling notifications, see Configuring plan status settings in OrgPlus Planning
I made adjustments to the chart layout; can I lock those into place for when I share my plan with others?
Absolutely! When you share a plan with others, you can include any branch styles and layout changes you have applied to your plan to also apply to the users that view your plan.
You can find this feature by going to your plan in Workforce Plans and selecting the Properties icon.
Next, select the Lock branch styles checkbox.
You can find this feature by going to your plan in Workforce Plans and selecting the Properties icon.
Next, select the Lock branch styles checkbox.