How to Share Activities with Activity Managers and SRP Users

With the help of the Share tab of an Activity's Edit Activity Pop-Up, manage which Activity Manager and/or SRP user - Scheduling and Resource Planner - (basic or full control) has access to a particular Activity.

Activity Managers and/or SRP users can either view and/or edit the Activities that were shared with them:

1. Restrict Activity Managers and/or SRP users to read-only access to the Activity:

  • Open the Activity of your choice.

  • Go to the Share tab.

  • Click in the empty Add... field under 'CAN READ ONLY'.



    When an Activity is created, 'Everyone' – every user in the system – is added to the CAN READ ONLY field.
    This means every user with the Activity Manager and/or SRP users privilege has read-only access to the newly created Activity.

  • Start typing the name of a group or an individual user.
    The search results will be listed at the bottom of the field.

  • Select a group or a user. 
    Your new entity is instantly added.



Read-only Activities are labeled with a padlock icon in both cabinet and list views in the Activity Manager and/or SRP users' accounts. Padlock icons do not affect Admin accounts since administrators have full access to every Activity.


2. Grant Activity Managers and/or SRP users editing permission besides read-only access:

  • Open the Activity of your choice

  • Go to the Share tab.

  • Click in the empty Add... field under 'CAN READ AND WRITE'.

  • Start typing the name of a group or an individual user.
    The search results will be listed at the bottom of the field.

  • Select a group or a user. 
    Your new entity is instantly added.


    💡 Activity Managers are automatically given read-and-write access to the Activity they have created.

    Admins can view and edit Activities at any time.

Withdraw Activity Sharing: