Sharing a plan

Sharing plans allows you to collaborate with others to create optimal redistricting plans. You can choose to share plans with everyone in the Esri Redistricting community, or with members of select groups. Esri Redistricting allows access to your groups from ArcGIS Online or ArcGIS Enterprise within the application.

Read-only allows other users to only view your plan. Modifications, assignments, or changes to the plan will not be saved with your plan. However, other users can make changes to your read-only plan and use the Save As function to save the plan to their user account for editing. You will see the status display as Read Only when a plan is shared to you and you are the not the plan owner.

Note:

If you are the plan owner, you are allowed to make changes to the plan, even if the plan is shared as Read Only to others. As the plan owner, you will not see the Read Only indicators.

License:

SaaS users: To leverage groups and sharing in Esri Redistricting, the ArcGIS Online Administrator needs to assign your account with the user type Creator and the role Facilitator.

  1. Access the Share dialog box by using one of the following methods:
    • Click Open Plan Open Plan button. On the Open Plan dialog box, click Share Plan.
    • On the Share ribbon, click Share Plan.

    To share plans, you must first save the plan. See Saving a plan for more information. You will receive a prompt if your plan is not saved.

    The Share dialog box appears.

  2. Select with whom to share the plan:
    • Everyone allows you to share the plan with all Esri Redistricting users.
      License:

      Only ArcGIS Enterprise users will see the option to share with Everyone. SaaS users can only share plans with groups.

    • Members of these groups allows you to specify only certain groups that can access the plan.
      Note:

      When you choose Members of these groups, make sure you check the individual groups with which you want to share the plan.

  3. Click Update to save your changes.

Once a plan is shared, you can unshare a plan at any time.

Tip:

To unshare a plan, open a plan that you own and have granted sharing permissions. Follow the steps above, however, uncheck the sharing options to limit accessibility to the plan.

You can export your redistricting plan to a variety of formats including an image, KML file, fixed text format, or a shapefile. Exporting a plan can be helpful for sharing or archiving a plan for your records. When you export to a fixed text format, a block equivalency file is created. The block equivalency file is supported by the U.S. Department of Justice. See Exporting a plan to a fixed text format to learn more.