Forum Discussion
Limit planner access
- As of now, a planner Plan is tied to a Office 365 group, which means that everyone in this group (team) can access it! Either you create teams based on who will have access to the plan or you use a website tab to paste the url from another plan into any channels of a team used today. Only the members in that team that also are members of that other teams plan will have access.
You can create sub plans in a team and add different ones in the channels but these are indeed accessible to all members
Adam
There is a way to provide and limit MS Planner access by linking it to a Microsoft 365 group. Create a Microsoft 365 group and add members to the group that you want to have access to the planner. It's recommended that Planner access by tied to an MS 365 group you make instead of tying access to a TEAMS channel. This is because it's easier to manage when you need to remove or add people.
I will be saving an MS Planner in our General Folder of our TEAMS channel hub-this makes my calendar sharable since it's not in a private channe sharable since it's not in a private channel However, I'll add the new blank calendar to an MS365 group, and this keeps members of the TEAMS General channel from accessing it.
.
Here's a link to the LinkedIn Learning 5 minute Video: Create an Outlook Group Plan (this shows how to grant access to a Planner based on Members in a group. This video is one of a series in a Linkedin Learning course called: Microsoft Planner Essential Training.
https://www.linkedin.com/learning-login/share?account=78580938&forceAccount=false&redirect=https%3A%2F%2Fwww.linkedin.com%2Flearning%2Fmicrosoft-planner-essential-training-2021%2Fcreate-an-outlook-group-plan%3Ftrk%3Dshare_video_url%26shareId%3DELGQYs6HREy2QYRDZBPV9w%253D%253D
Somewhere in this Linkedin Learning training, there's a video called: "Assign Non-Members to a Task" that shows how to assign a person to a task who is not a member of the MS365 group, and how they will only be able to view that task, and no others within that plan! This is why associating a Planner Plan to a MS 365 group of members is exactly how to overcome this dilemma everyone is speaking to.
https://www.linkedin.com/learning-login/share?account=78580938&forceAccount=false&redirect=https%3A%2F%2Fwww.linkedin.com%2Flearning%2Fmicrosoft-planner-essential-training-2021%2Fassign-nonmembers-to-a-task%3Ftrk%3Dshare_video_url%26shareId%3DELGQYs6HREy2QYRDZBPV9w%253D%253D
As far as creating tasks that not everyone in the Planner group can see, and you only want certain members within a Group to see a specific task, I bet there's a way if you have your plan tied to an MS 365 group where you can assign access to specifc members within that group-however, I'm unsure. If I find out, I'll respond again here.
--Iset Todayah Sevilla-Bazan
Financial_Strategy_Boss @ Oregon State University