Participants and visibility

You choose who is in each plan and when they can see it. Set things up quietly and launch when the team is ready.

How it works

• “Invite Employees” sends email invites and shows the plan right away.
• “Make Visible Only” shows the plan in their account without an email.
• “Keep Hidden” keeps the plan out of sight until you're ready.
• Add or remove participants any time from the plan's details page.

Related

• Invite your team — How technicians get their invite and first sign-in.
• What your team sees — Preview plans exactly as an employee does.