Auto Plan Sharing

With Brivity Auto Plan Sharing, you can now share your auto plans with other Brivity accounts!

*Note: When sharing auto plans, any Custom Roles or Custom Dates in the plans will automatically be created for the account being shared to.


Step 1:
Go to the Settings area of your account and click on Auto Plans.
Auto Plans tab

Step 2: Find the auto plan that you want to share and click on the Share Icon on the right.

share icon

Step 3: There are now two options for sharing:


Sharing Link: You can use that link and share it with whomever you would like. Anyone that has access to that link can get that auto plan added to their account by simply copying and pasting the link into the URL bar while signed in to Brivity.

Email: You will need the Brivity User's login email whom you are trying to share the auto plan with. Make sure the person you are sharing with is an account owner or admin. Enter their email, and hit share!

When you share an auto plan with someone, they will get a notification email alerting them that they have a new plan available.



Step 4: Once you have shared an auto plan with another account or someone has shared an auto plan with you, the auto plan needs to be accepted.

Under Auto Plans, click on the tab Shared With Me and click Add to My Plans.
Sharing auto plans

It's that easy!