I am trying to share a success plan externally and have followed all the instructions provided by Gainsight articles and the community page advice however it does not seem to be working for me. Any advice?
Here are the steps taken:
- Ensure Success Plan sharing external is enabled
- Add person if they do not already exist.
- Give it 24 hours, since adding a person, to share the plan.
- When a Person is added, their data is automatically added as a user in Gainsight; however, their "license type" is not updated.
- Create a Permission Bundle that allows SP sharing externally and add users in that bundle.