Advanced roadmaps - Share a plan with a user that is not in the project used for that plan

André Filipe Vilar

Hi all, 

I want to share a plan (option read-only) with a user that is not in the project where the plan is pointing to. Is this an option? 

I have done it, but the user can't see the issues because is not in the project (makes sense to me).

Reason for my query: I'm sharing the plan with a supplier but I dont want him to have access to the project as a whole, considering that we have, as a client, information that we don't want to share. We want to share only the plan that was created based in a filter on top of that project.

Thank you in advance!

Best Regads,

André Vilar

Magdalena Zhisheva

Hi @André Filipe Vilar ,

Try to use Share as button on the right:

Then a link will be generated with a read-only access.

To even restrict it more precisely you can filter only those issues, which you want the supplier to see and then create a new plan with this filter as a source.

I hope it helps. If this answer helps solve the problem, please come back and mark this answer as solved to help other community members with the same challenge.