How Do I Share My One Page Plan to My Roundtable?

If you are a Roundtable member, you can easily share your One Page Plan with other members.

Access Your Roundtable:

1. Open the My Companies drop-down:
   Click the drop-down menu in the upper-left corner next to your company name/logo.

2. Select Your Roundtable:
   Choose your Roundtable from the list.

Share Your One Page Plan:

1. Navigate to the One Page Plan:
   Select One Page Plan from the left-side panel.

2. Open Permissions:
   In the upper-right corner, click Permission.

3. Edit Sharing Settings:
   Click Edit and select the Roundtable members you want to share with. To share with everyone, select Share with all Roundtable members.

4. Confirm and Refresh:
   Click Close and refresh your page.

Viewing Shared One Page Plans:

1. Access the Roundtable Member Menu:
   From the One Page Plan, use the Roundtable Member drop-down menu.

2. View Shared Plans:
   Select your One Page Plan or view plans shared with you.

3. Explore Other Members' Plans:
   Choose a member from the list to view their shared One Page Plan.

By following these steps, you can efficiently share and access One Page Plans within your Roundtable. For further assistance, contact support.