Product Updates

Participant panel: a better way to invite participants to your Arrows plan

Shareil Nariman

December 5, 2022

1 minute

No more jumping around to manage who has access to your plans - we redesigned the participant panel in your Arrows plans so that you can control EVERYTHING in one place!

Now, you’ll see a plethora of options to ensure the right people are set up for success within your onboarding plans.

From this view, you can change or edit the name of the company you are sending a plan to.

You can add additional participants to your plans by entering their email or syncing in contacts from the associated HubSpot record.

We give you visibility into when the participants last viewed your plan, along with the option to edit their contact information or notification settings.

Because these are mutual action plans, you can add members from your team and edit there notification settings here as well!

And finally, you can quickly copy the link to that specific plan or edit the access level from this panel as well.

Here is a 2-minute video showing you the entire participant panel in action!

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