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Overview

Plans can be shared with other users in your organization who have appropriate Permutive permissions. Sharing enables collaboration on campaign briefs, allowing team members to view plan details, audiences, and insights. This guide covers how to share plans and what shared users can access.

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Sharing a Plan

1

Open the plan

Navigate to Planning and select the plan you want to share.
2

Click the share icon

Click the Share icon next to the plan name.
3

Copy the URL

A text box will appear with a unique URL for the plan. Click to copy this URL.
4

Send to colleagues

Share the copied URL with colleagues via email, Slack, or other communication channels.

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What Shared Users Can Access

When colleagues open a shared plan URL, they can:
  • View all plan details (name, advertiser, deadline, etc.)
  • View all audiences within the plan
  • Access Plan Insights for each audience
  • View audience configurations and targeting logic
Shared users must have appropriate Permutive permissions to access the Planning product. Users without Planning access will not be able to view the shared plan.

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Permissions and Access

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Who Can Share Plans

Any user with access to the Planning product can share plans they can view.

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Who Can View Shared Plans

Shared plans are accessible to users who:
  • Have Permutive dashboard access
  • Have permissions to access the Planning product
  • Are part of the same organization/workspace

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Enterprise Workspace Considerations

In Enterprise Workspace (EnWo) configurations:
Workspace LevelCan View
Parent workspace usersPlans created at parent level with parent-level cohorts and metrics across all children
Child workspace usersPlans created at child level with parent + child cohorts and metrics for that child’s domains

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Best Practices

Include context when sharing — When sending the plan URL, include a brief message explaining what feedback or input you need from colleagues. Share early for collaboration — Share plans with relevant team members early in the brief response process to gather input on audience strategies. Verify recipient access — Confirm that recipients have Planning access before sharing URLs to avoid confusion.

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Frequently Asked Questions

Currently, shared plans are accessible to anyone in your organization with Planning permissions. You cannot restrict viewing to specific users.
Access permissions for editing shared plans depend on your organization’s Permutive permission configuration. Contact your administrator to understand editing permissions.
Share URLs do not expire. The URL remains valid as long as the plan exists.
No, shared plans are only accessible to users within your organization who have Permutive dashboard access and Planning permissions.

Creating a Plan

Learn how to create plans for campaign opportunities

Building Audiences

Combine cohorts with boolean logic to build targeted audiences