Share With Permission and Environment Permission Matrix

Use OnePlan

Share With Permission and Environment Permission Matrix

In this section:

What users are able to access and do with shared plans is dependent on the plan permissions you set, and their OnePlan environment permissions. Higher user permissions will outweigh and restrictions set on the plan level.

See Share a Plan for more information on sharing plans in OnePlan.

Owner Share With Permission and Environment Permissions

Share With Permissions	Environment Permissions	Expected User Access
Owner	Owner	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan, can add or remove users from the plan and update user plan access. Home Page Can see all plans from the home page plans panel and access all data within the plans. Recent, Plans I Own, and All Plans tabs
Owner	Manager	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan, can add or remove users from the plan and update user plan access. Home Page Can see all plans from the home page plans panel and access all data within the plans. Recent, Plans I Own, and All Plans tabs
Owner	Executive	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan, can add or remove users from the plan and update user plan access. Home Page Can see all plans from the home page plans panel. Has read-only access to all plans. Has edit access to shared plans where the user is an owner. Recent, Plans I Own, and All Plans tabs
Owner	Contributor	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan, can add or remove users from the plan and update user plan access. Home Page Can see all plans from the home page plans panel and access all data within the plans. Recent, Plans I Own, and All Plans tabs
Owner	Team Member Plus	My Work Can see assigned tasks and make update on task status. Work Plan Can view the work plan for the shared plan but cannot edit any data. Read-only access. Home Page Can see shared plans from the home page plans panel and has read-only access to shared plans Recent, Plans I Own, and All Plans tabs
Owner	Team Member	My Work Can see assigned tasks and make update on task status. Work Plan Cannot view the work plan for the shared plan. Home Page Can see shared plans from the home page plans panel. Cannot access the work plans. Recent, Plans I Own, and All Plans tabs

Contributor Share With Permission and Environment Permissions

Note

By default, when a user is added to a plan team, those with Contributor access can edit the plan details, except for the financial plan, which they can only see/read.

Share With Permission	Environment Permissions	Expected User Access
Contributor	Owner	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan, can add or remove users from the plan and update user plan access. Home Page Can see all plans from the home page plans panel and access all data within the plans. Recent, Shared with Me, and All Plans tabs
Contributor	Manager	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan, can add or remove users from the plan and update user plan access. Home Page Can see all plans from the home page plans panel and access all data within the plans. Recent, Shared with Me, and All Plans tabs
Contributor	Executive	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan. Cannot share the plan or update user permissions. Home Page Can see all plans from the home page plans panel and has read only access to all data within the plans. Recent, Shared with Me, and All Plans tabs
Contributor	Contributor	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan. Cannot share the plan or update user permissions. Home Page Can see shared plans from the home page plans panel and has edit access to shared plans. Recent, Shared with Me, and All Plans tabs
Contributor	Team Member Plus	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule. Has read only access to the work plan. Cannot share the plan or update user permissions. Home Page Can see shared plans from the home page plans panel and has read only access to shared plans. Recent, Shared with Me, and All Plans tabs
Contributor	Team Member	My Work Can see assigned tasks and make update on task status Work Plan Cannot see the work plan Home Page Can see shared plans from the home page plans panel. Cannot see the work plan Recent, Shared with Me, and All Plans tabs

Reader Share With Permission and Environment Permissions

Note

By default, when a user is added to a plan team, those with Reader access can see all the details of the plan, except for the financial plan.

Share With Permissions	Environment Permissions	Expected User Access
Reader	Owner	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan, can add or remove users from the plan and update user plan access. Home Page Can see all plans from the home page plans panel and access all data within the plans. Recent, Shared with Me, and All Plans tabs
Reader	Manager	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan, can add or remove users from the plan and update user plan access. Home Page Can see all plans from the home page plans panel and access all data within the plans. Recent, Shared with Me, and All Plans tabs
Reader	Executive	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule. Has read only access to the work plan. Cannot share the plan or update user permissions. Home Page Can see shared plans from the home page plans panel and has read only access to shared plans. Recent, Shared with Me, and All Plans tabs
Reader	Contributor	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule. Has read only access to the work plan. Cannot share the plan or update user permissions. Home Page Can see shared plans from the home page plans panel and has read only access to shared plans. Recent, Shared with Me, and All Plans tabs
Reader	Team Member Plus	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule. Has read only access to the work plan. Cannot share the plan or update user permissions. Home Page Can see shared plans from the home page plans panel and has read only access to shared plans. Recent, Shared with Me, and All Plans tabs
Reader	Team Member	My Work Can see assigned tasks and make update on task status Work Plan Cannot see the work plan Home Page Can see shared plans from the home page plans panel. Cannot see the work plan Recent, Shared with Me, and All Plans tabs

My Work Share WIth Permission and Environment Permissions

Share With Permissions	Environment Permissions	Expected User Access
My Work Only	Owner	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan, can add or remove users from the plan and update user plan access. Home Page Can see all plans from the home page plans panel and access all data within the plans. Recent, Shared with Me, and All Plans tabs
My Work Only	Manager	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule, can make and accept changes to the work plan, can add or remove users from the plan and update user plan access. Home Page Can see all plans from the home page plans panel and access all data within the plans. Recent, Shared with Me, and All Plans tabs
My Work Only	Executive	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the work plan. Has read only access to the work plan. Cannot share the plan or update user permissions. Home Page Can see shared plans from the home page plans panel and has read only access to shared plans. Recent, Shared with Me, and All Plans tabs
My Work Only	Contributor	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the work plan. Has read only access to the work plan. Cannot share the plan or update user permissions. Home Page Can see shared plans from the home page plans panel and has read only access to shared plans. Recent, Shared with Me, and All Plans tabs
My Work Only	Team Member Plus	My Work Can see assigned tasks and make update on task status Work Plan Can see all work items in the plan schedule. Has read only access to the work plan. Cannot share the plan or update user permissions. Home Page Can see shared plans from the home page plans panel and has read only access to shared plans. Recent, Shared with Me, and All Plans tabs
My Work Only	Team Member	My Work Can see assigned tasks and make update on task status Work Plan Cannot see the work plan Home Page Can see shared plans from the home page plans panel. Cannot see the work plan Recent, Shared with Me, and All Plans tabs

Use OnePlan

Share With Permission and Environment Permission Matrix

Owner Share With Permission and Environment Permissions

Contributor Share With Permission and Environment Permissions

Note

Reader Share With Permission and Environment Permissions

Note

My Work Share WIth Permission and Environment Permissions

Search results