We have now launched our most requested feature for action plans - Guest Access! This allows you to send an action plan to someone who does not have a Supered account.

Use case:

• You’re a parter who does client onboarding via Supered and your client does not have a Supered account.

How to:

1. Go into the action plan that you're wanting to assign your guest user to.

2. Type in their email address and you'll be given two options to select from.

   • Guest email access for: single email address.

   • Guest email access for all people at a specific domain.

3. Once selected, click Save.

4. Next, you can email them a link directly using the Email button next to their email address.

   • You can see under each email address the last time they were emailed.

5. Your guest user will receive an email that has a link saying "Click here to get started".

6. Once the action plan is opened by the guest user, they can check tasks, view cards and guides, etc. within that action plan.

   • Links will stay good for 1 year.

   • It also has email validation so that changes made to the action plan remain associated to the email used when accessing.

7. If someone ends up having or creating a Supered account, the UI will be slightly different.

   • An Open in App button will be available on the top right.

   • When they click that button, they'll be prompted to login and can access the action plan as normal in their Supered account and will be deemed a user instead of a guest.

8. You can view which users have user access (a Supered account) and which users have guest access (no Supered account) as well as access links if you need them.

Additional improvements made:

• Tasks assigned to you - shown in blue for easy recognition.

• Assign tasks to email access users, not just Supered users.

Additional action plan knowledge articles:

• Action Plan 101

• Action Plans - Assign

• Package Builder - Action Plan Assignments