How to edit the expiry date for an agency’s access to a shared plan
This guide will explain how to edit the expiry date for an agency’s access to a shared plan.
When sharing a plan with an external agency, an expiry date will have been set that controls how long the agency has access for.
To change the expiry date for an agency’s access to a shared plan, either scroll down to theÌýExternal agenciesÌýsection of a shared plan or click on theÌýExternal agenciesÌýoption in the navigation menu.
You will be presented with theÌýExternal agenciesÌýsection. Click on theÌýcalendarÌýicon for the agency whose access expiry date you’d like to change.
A popup will appear. Click on theÌýdisplayed dateÌýto select a new expiry date for the agency’s access. Once you have finished, click on theÌýOKÌýbutton to save your changes.
