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    START HERE: Options for Sharing Projects

    In Inspire Planner, Projects are private by default. This means that only the project owner has read and write access to the Project. This is also true for Templates...

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    Using the Inspire Planner External Portal

    Inspire Planner provides you with the ability to share projects with external contacts by adding them as a project collaborator. When a project is shared...

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    Enable Chatter Free Licenses for Projects shared with External Contacts (BETA)

    Please Note: This feature is being retired as part of our Winter 22 Release. For existing customers, we will continue to support this feature until December...

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    Share Projects by Creating a Global Sharing Rule

    Projects, by design, are private in Inspire Planner. This means that the project owner is the only one who has read/write access to the Project. To share a project...

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    Share Projects by Adding Project Collaborators

    By default, only the project owner can make changes to the Project. If you would like to provide other users with read/write access to the Project, you would need...

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    Change the Org-Wide Sharing Settings for Projects

    Inspire Planner Projects, by default, are private. This means that only the Project Owner has both read and write access to the Project. There are a few ways to...

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