How to Share Visibility into a 1-on-1

Once enabled, any user in your organization can share visibility for a 1-on-1 they're participating in, either as an employee or facilitator.

In this article: 

• Instructions for Admins
• Share Visibility into a 1-on-1
• Manage Visibility into a 1-on-1
• Email Notifications

Instructions for Admins

As an admin, contact your CIM/CSM to give your employees the ability to share 1-on-1 visibility with another user, i.e mentors, matrix managers, etc.

Once enabled, any user in your organization can share visibility for a 1-on-1 they're participating in, either as an employee or facilitator.

Share Visibility into a 1-on-1

1-on-1 participants can only share visibility with another user if this option is enabled by your admin. 

To share visibility into a 1-on-1 you're participating in: 

1. Open the 1-on-1
2. Click Manage 1-on-1 Visibility to expand a menu displaying users who currently have visibility into the 1-on-1
3. Click the + icon
4. Enter the user(s) who should have visibility into this 1-on-1

Manage Visibility into a 1-on-1

To remove a user's visibility from a 1-on-1: 

1. Open the 1-on-1
2. Click Manage 1-on-1 Visibility to expand a menu displaying users who currently have visibility into the 1-on-1
3. Hover your mouse over a user's profile 
4. Click the x to remove the user's visibility into the 1-on-1

The 1-on-1 participants, upline managers, and admins always have visibility into a 1-on-1.

Email Notifications

Visibility Recipient

User(s) given visibility into a 1-on-1 receive the following email notification:

1-on-1 Participants

The 1-on-1 participants, the employee, and the facilitator receive the following email notification: