Agents can create and manage their own action plans with the Agent Owned Action Plans Power-Up. This is perfect for teams that want to allow agents to manage their own action plans without being admin users.
How to Enable the Power-Up
Agent Owned Action Plans can be enabled by admin users.
1. Click your Initials/Image in the upper right-hand corner
3. Toggle on Agent Action Plans
How it Works
With this Power-Up enabled, agents can create and manage their own action plans by going to Admin > Action Plans.
Note: Agents will only be able to copy existing action plans and create new action plans.