Add an external user to a OnePlan tenant

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This article explains how to add an external user to a OnePlan tenant.

  1. Add the external user to the organization's Azure Active Directory (Azure AD). This can be done by any of the following:

  2. Add the external user as a resource in OnePlan. See How do I add resources to OnePlan?

  3. Send the external user a link to your organization's OnePlan tenant.

    1. Go to your user profile > Share With. The Shared Url form will open.

    2. Copy the Shareable Url and send it to the external user.

    3. The user can use this url to access your OnePlan tenant.

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