> ## Documentation Index
> Fetch the complete documentation index at: https://docs.permutive.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sharing Plans

> Share plans with colleagues via unique URLs

## 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.

## Sharing a Plan

<Steps>
  <Step title="Open the plan">
    Navigate to **Planning** and select the plan you want to share.
  </Step>

  <Step title="Click the share icon">
    Click the **Share** icon next to the plan name.
  </Step>

  <Step title="Copy the URL">
    A text box will appear with a unique URL for the plan. Click to copy this URL.
  </Step>

  <Step title="Send to colleagues">
    Share the copied URL with colleagues via email, Slack, or other communication channels.
  </Step>
</Steps>

## 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

<Note>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.</Note>

## Permissions and Access

### Who Can Share Plans

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

### 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

### Enterprise Workspace Considerations

In Enterprise Workspace (EnWo) configurations:

| Workspace Level        | Can View                                                                                      |
| :--------------------- | :-------------------------------------------------------------------------------------------- |
| Parent workspace users | Plans created at parent level with parent-level cohorts and metrics across all children       |
| Child workspace users  | Plans created at child level with parent + child cohorts and metrics for that child's domains |

## 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.

## Frequently Asked Questions

<AccordionGroup>
  <Accordion title="Can I restrict who can view a shared plan?">
    Currently, shared plans are accessible to anyone in your organization with Planning permissions. You cannot restrict viewing to specific users.
  </Accordion>

  <Accordion title="Can shared users edit the plan?">
    Access permissions for editing shared plans depend on your organization's Permutive permission configuration. Contact your administrator to understand editing permissions.
  </Accordion>

  <Accordion title="Does the share URL expire?">
    Share URLs do not expire. The URL remains valid as long as the plan exists.
  </Accordion>

  <Accordion title="Can I share plans with external users?">
    No, shared plans are only accessible to users within your organization who have Permutive dashboard access and Planning permissions.
  </Accordion>
</AccordionGroup>

## Related Guides

<CardGroup cols={2}>
  <Card title="Creating a Plan" href="/guides/planning/creating-a-plan" icon="file-plus">
    Learn how to create plans for campaign opportunities
  </Card>

  <Card title="Building Audiences" href="/guides/planning/building-audiences" icon="users">
    Combine cohorts with boolean logic to build targeted audiences
  </Card>
</CardGroup>