Collaborative (mutual) success plans
Share a plan with the customer via the portal and co-own the work.
Mutual success plans
A success plan can be shared with the customer through the customer portal, so both sides work the same plan.
Sharing a plan
Use the sharing toggle in the plan header — Internal only / Shared with customer. Turning it on opens Share plan with customer; for a Draft plan it offers to set it Active too (recommended, so the customer doesn't see an "In planning" badge).
What the customer sees
Sharing is precise: contacts with portal access see only the objectives you mark "Shared." Internal objectives, notes, and all health data stay hidden. Each objective has a Visible to customer / Internal only toggle, and plan discussion comments are individually Shared or Internal. A Cancelled plan is always hidden even if shared.
Collaboration levels
Portal contacts can be Viewer (read-only), Collaborator (comment, post updates, complete tasks, propose objectives), or Editor (also create tasks and adjust dates). Customer-proposed objectives arrive for your Approve / Decline review. Use Manage sharing to preview the plan exactly as the customer will see it.
Related: *Creating a success plan* · *Portal overview: what customers see*