How do I add Members to my Roundtable and share the One Page Plan?

 

First select the Roundtable from the My Companies page.

Next go to Roundtable Members bottom, left side panel.

Next select 'Add Roundtable Member' in the upper right corner.

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If you are using companies you are already working with, who are already on the system, you can add their email that is already in Metronome Software and it will pull their name associated with that email address from their profile.

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Here you can see the Roundtable Members listed.

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As a coach and administrator of the Roundtable, you are able to setup the 'One Page Plans Sharing' for any member as long as you have Admin access to their companies.

 

From the Roundtable Members page, select the One Page Plan Sharing Tab. Next select who you want to share with by selecting the 'Edit' button next to the company. 

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Now you can choose who you want to share it with.

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Now to see who shared the One Page Plan, go to One Page Plan on the left and select Roundtable Member.

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Now go to the One Page Plan and select the Plan you wish to view, as shown below.

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The One Page Plan can be shared in the Roundtable Meeting. 

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