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Manage Visibility for 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.

Last Updated: April 21, 2025

In this article: 

 

Overview

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.

As a user with visibility into a 1-on-1, you can view the prompts, responses, and attachments, as well as add comments. A user with visibility cannot share or finalize responses. 

Requirements

  • As an admin, contact your CIM/CSM to give your organization the ability to share 1-on-1 visibility with other users
  • Available to all 1-on-1 Employees & Facilitators once enabled
  • Available to full admin users and upline managers of the Employee/Facilitator 

Share Visibility for 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

Remove Visibility for 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: