To Create a Plan:
To Create a Plan, a User must have the ‘Manage Plans‘ User Permission.
Typically this Permission is enabled for Operations Users and Project Managers.
If you do not have this Permission and would like to use the Pulse Planner, contact your Office Pulse Champion or contact Pulse support.
To be ‘Invited’ to a Plan:
Any User can be invited to a Plan.
If a User is invited to a Plan, they will see ‘Pulse Planner‘ link in the Main Navigation, and will be able to access the Pulse Planner tool to view any Plans they have been invited to.
User Permissions
You can learn how to manage User Permissions in your office in the ‘Address Book & User Security‘ training module.