Users & Sharing
The "Users & Sharing" tab in Plan Setup lets you control who receives notifications about a plan and who can view it if the plan is set to private.
Add users to a plan to subscribe them to updates and allow them to follow its progress. Added users will receive notifications for:
Conversations taking place within the plan
Approval status changes
Plan pacing updates
Notifications are delivered within Camphouse and by email.
Private plans: Only users on the sharing list can view a private plan. Note that private plans are excluded from reporting.
⚠️ Users who do not have access to protected tags on the plan will not be able to be added to it. Contact your administrator if access is required.