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4.1 How to create an Ecosystem Plan

To create an Ecosystem Plan:

  1. From the Dashboard click Create on the ‘Ecosystem Plan’ card
  2. Choose a name for your plan and click Create. You will then be taken to the Ecosystem Plan details page.

View / Manage

  • Edit your plan name and plan image 
  • Delete your Ecosystem Plan
  • Manage generated documents (see 6.2 Report Generator)  

Members

  • Invite Members and Viewers to your Workspace by entering their email address and assigning their Workspace Role, see 2.3 Manage Members & Viewers for more information.
  • Manage Members and Viewers to determine which Members of the Workspace are Admins, Editors or Viewers of the Ecosystem Plan

Connect

  • Invite other Workspaces to connect to you Ecosystem Plane to allow users in other Workspaces to adopt the Shared Outcomes and Shared Indicators of your Ecosystem Plan into their Action Plans
  • Request to connect to another Workspace’s Ecosystem Plan to allow users in your Workspace to adopt the Shared Outcomes and Shared Indicators of an external Workspace’s Ecosystem Plan 
  • Manage Connections to either delete your connection to another Workspace’s Ecosystem Plan or to delete their connection to yours.

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