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61. Providing permissions in VPlan

The VPlan permissions mechanism is similar to project permissions. The owner of each VPlan can assign access levels to specific users or groups, and set a default access level for the entire organization.

To provide permissions perform the following steps:

  1. Open your VPlan.

  2. Click the Share icon to open the Share dialog.

  3. In the Share dialog, assign users, groups and permission levels.

    a. Select the required users or groups, and assign the appropriate permission level to grant access:

    • Owner: Can create, edit, delete and share the VPlan
    • Editor: Can create, edit and share the VPlan
    • Viewer: Can only view and copy the VPlan

    b. Toggle the Allow general access button and select a permission level to grant access to the entire organization, including new users.

  4. Click Done to save your changes.