According to this article, "The Success Plan must be configured for sharing by the admin, with optional security settings."
It redirects me to this article, which also states "This article explains how admins can configure a Success Plan for sharing by CSMs."
This all implies that in order to share Success Plans, the Admin must enable that function.
In my Success Plan configuration, I have left Sharing and Security Settings unchecked:
Yet, I still have the option to share Success Plans (see below). And it successfully shares out (as I tested sending it to a couple of users).
Is there no security function to prevent this from being shared??
Best answer by dan_ahrens
It's essentially designed to allow for creation of objectives that are internal only vs objectives that can be shared with customer contacts.