Share a plan

In the plan settings, you can configure with whom you'd like to share your plan: individual users, groups, users who belong to the organization, or everyone. Additionally, you can allow nonowners to edit your plan and create copies of it.

Share a plan that you own

A plan is by default only accessible to the user who created it. Only this user can change the sharing settings. Complete the following steps to share a plan that you own:

1. Select the plan you want to share in the view or in the search panel.

   The plan editor opens.

2. Expand the drop-down menu named after the plan in the header and choose Share plan.

   The plan configuration opens on the Sharing tab. Following the ArcGIS Enterprise sharing terminology, you can configure the sharing level as well as the group sharing. To learn more about the Enterprise sharing terminology, see Share items in the ArcGIS Enterprise documentation.

3. Choose from the following options from the Set sharing level drop-down menu to configure the sharing level:
   • Owner—The plan is only accessible to you.
   • Organization—Share the plan with all users of your organization.
   • Everyone (public)—Share the plan with everyone.

     Note:

     • Before sharing a plan with everyone, you must disable the Allow non-owners to edit toggle button in the Permissions section to prevent nonowners from making changes to the plan.
     • Public plans are visible to everyone who has access to the urban model. See Share an urban model to learn more.
4. Optionally, share the plan with an existing group of users in the Set group sharing subsection.
   1. Use the input field to search for groups.
   2. Select a group by clicking it.

      The group is added to the list of groups the plan is shared with.

5. Optionally, create a new group of users to share the plan with in the Set group sharing subsection.
   1. Click the Create group button.
   2. On the Create group dialog box, provide a group name.
   3. Search for group members using the Search users input field.
   4. Select a user by clicking it.
   5. Click Create and share to share the plan with the selected users.

      This creates a group in the background that contains the users you searched for. The group is added to the list of groups the plan is shared with.

6. Use the Allow non-owners to edit toggle button in the Permissions section to configure whether the users you shared the plan with can edit it.

Note:

In addition to the plan, the user must have access to the urban model. See Share an urban model to learn more.

Filter plans by access level in the overview

Signed-in users of ArcGIS Urban can filter the plans shown in the overview on the sharing settings defined in ArcGIS Enterprise. To filter the content, complete the following steps:

1. Open the overview.
2. Click Plans below the search bar in the upper left corner of the screen.

   The side panel with the list of plans expands.

3. Click the Access drop-down menu and choose from the following options:
   • Private—Shows the plans that are exclusively accessible to you.
   • Organization—Shows the plans that are shared with your organization.
   • Shared—Shows the plans that are shared with you through a group.
   • Public—Shows the plans that are shared with everyone.

   You can also combine the options in the Access drop-down menu.

   The overview content is filtered.