How to mark a plan as confidential
This guide will explain how to mark a plan as confidential.
When editing a plan, you can restrict access so that only certain members of staff can view it. To mark a plan as confidential, tick the checkbox labelledÌýThis is a confidential documentÌýin theÌýStageÌýsection of the plan.
Once ticked, you will see an additional button labelledÌýShare. Click on this button to choose which members of staff can access the plan.
In the resulting pop up, click on theÌýAdd moreÌýbutton to begin searching for staff members who will be given access to the plan. Users with the School Admin role will automatically be granted access, but you can add additional staff members by clicking on theÌýShareÌýbutton next to their name. To remove access to the plan, click on theÌýRemoveÌýbutton for a user underneath theÌýShared withÌý³ó±ð²¹»å¾±²Ô²µ.
If a user doesn’t have theÌýpermission to view confidential documents or hasn’t been given access to the confidential plan, they will see a padlock icon on the plan when accessing it from the plans list.
