Plan Visibility Settings

A Plan's visibility setting determines who can view the Plan in Degreed. You can set the visibility setting for your Plan from the side navigation menu, select Home > Plans tab.

You must have the Create Organizational Plans permission to set a Plan privacy setting to anything other than Private to collaborators.

• Visibility Settings
• About Org-managed Plans
• To Edit a Plan's Visibility Setting

Visibility Settings

To access a Plan's visibility settings, you must be an author or collaborator for the Plan.

When you create a new Plan or edit an existing Plan's Settings, you can select one of the following options:

• Private to collaborators: Only those people listed as collaborators can view and access the Plan.
• Visible on collaborator's profiles: The Plan is visible in the collaborators' profiles from the Collection tab. People in your organization who can see the collaborators' Profiles pages can see the Plan from there.
• Visible to groups: Only learners in specific groups can view the Plan.
• Visible to organization: Everyone in your organization can view the Plan. If you choose to target specific groups, the Plan displays more prominently to them on the Home page, in Search results, and when browsing. Only Plans with this visibility setting can be featured Plans.

About Org-Managed Plans

Org-managed Plans are available on the Plans page and in Reporting regardless of the visibility setting. The following actions make a Plan org-managed:

• Setting the visibility to Visible to Groups.
• Setting the visibility to Visible to Organization.
• Adding org-managed content (content from your organization's catalog) to the Plan.

After you perform any of the above actions, the system marks the Plan as org-managed and keeps it that way. Even if you change the visibility to Private to Collaborators or remove all org-managed content, the Plan remains org-managed. For more information, see About Org-managed Content.

Example 1

1. You create Plan A and set the visibility to Private to Collaborators. Plan A does not appear on the Plans page or in Reporting.
2. You change the visibility for Plan A to Visible to specific groups. Plan A now appears on the Plans page and in Reporting.
3. You reset the visibility for Plan A to Private to Collaborators. Plan A still appears on the Plans Page and in Reporting.

Example 2

1. You create Plan B and set the visibility to Visible to Organization. Plan B appears on the Plans page and in Reporting.
2. You change the visibility for Plan B to Private to Collaborators. Plan B still appears on the Plans page and in Reporting.

Example 3

1. You create Plan C and set the visibility to Private to Collaborators. Plan C does not appear on the Plans page or in Reporting.
2. You add org-managed content (content from your organization's catalog) to the Plan, but you do not change the visibility setting. Plan C appears on the Plans page and in Reporting.
3. You remove the org-managed content from Plan C. Plan C still appears on the Plans page and in Reporting.

To Edit a Plan's Visibility Setting

1. From the side navigation menu, select Home > Plans.
   The Plans page in your profile displays.
2. Locate the Plan you wish to edit.
3. Click the Plan card.
   The Plan page displays with the Plan tab open by default.
4. Click > Settings. 
   The Edit Plan dialog box displays.
5. Select the Plan's visibility option.
6. Click Save.
   The Plan's visibility setting updates immediately.