Best Practice - Create All Plans As Hidden By Default

Best Practice - Create All Plans As Hidden By Default


When adding a new plan, you can choose between two access options:
  • Public - Full & Limited Admins
    • Visible to all workspace full and limited admins
  • Hidden - Specific Admins Only
    • Restrict visibility and delegate plan management

While working on defining your sales incentive plan's parameters, it's always safer to hide your plan from limited admins by making it a hidden plan.

If your plan ends up being a company-wide (public) plan, you can always change your mind and change its visibility.