Share a page through Anaplan to share data, or to prompt other users to perform an action.
You can only share a page with users who have access to its source model.
Note: When you share a page, the context selection for the page is automatically included.
To share a page:
- Open the page that you want to share.
- Click the Share this page icon in the top-left of the page.
A dialog box displays. - Select the Enter name or email... field, and enter the name of the person you want to share the page with.
- Choose a user from the drop-down list.
You can repeat this step to select multiple users. - Optional step:
- Select the Enter a message (optional) field, and enter a message.
- Select the Enter a message (optional) field, and enter a message.
- Click Share.
A confirmation notification displays in the top-right of the screen.
People you share this page with receive an email and platform notification. They'll also receive both a Slack and mobile notification, if they've installed the Slackbot and mobile app.
If you want to share the page as a link, see Copy the link for a page.