Sharing the plan with site teams

In short Everyone gets a private link showing only the sites they're on - send it, re-send it, or switch it off.

Anyone signed in; the parts marked admin need an admin account.

What this is

Everybody on the Resources page has their own link. It opens the live plan for only the sites they have days on in the dates being shown, read-only, with no sign-in. See *What a site team sees* for their side of it.

Because the link is live there is nothing to re-send when the plan changes. Each link is unique to one person and should not be passed on.

There is also one whole-plan link showing every site, for anyone who needs to see everything. Creating or replacing that one needs an admin.

What it looks like

Email everyone their link sends one personal email each.

In each person's box: Copy link, Email it to them, and Switch off for leavers.

The whole-plan link, on Users & sharing (admin).

Start to finish

Open Resources.
Send everyone their link at once, or click a name to send one person theirs.
Re-send a single link whenever someone loses theirs.
Switch a link off when someone leaves.

How to

Send everyone their link: Email everyone their link, at the top of Resources. One email each, to everybody with an email address; anyone without one is counted and skipped.
Send one person theirs: click their name on Resources, then Email it to them - your own mail program opens with the message already written. Copy link puts it on your clipboard instead.
Someone leaves: click their name, then Switch off. Their link stops working immediately, and the Link column says Off.
Turn a link back on: Give them a new link, in their box. The old one never works again.
The whole-plan link (admin): Users & sharing, under The whole plan, read-only. Copy link copies it; Make a new link replaces it and kills the old one.

Back to Clarity Resource