ActionPath Sharing allows you, as a member, to securely share your ActionPath—your financial improvement plan—with selected clients. Sharing builds transparency, strengthens relationships, and helps you stand out in competitive situations.
At a Glance
You can share, approve, deny, and revoke access.
Clients can submit access requests.
You need an Essential+ subscription to share.
You have full control over who can view your ActionPath.
You can stop sharing anytime.
What Is ActionPath Sharing?
ActionPath Sharing: A feature that lets you give specific clients controlled access to your ActionPath.
You decide whether to:
Share proactively
Approve client requests
Deny requests
Revoke a client’s access at any time
Sharing is:
Voluntary
Selective
Controlled
Secure
Sharing requires an Essential+ subscription. 🔒
Subscription Requirement (Important)
To share your ActionPath or approve client requests, you must have an Essential+ subscription.
If you’re not on Essential+:
Share/Approve buttons will be disabled
You’ll see an upgrade prompt
Requests remain Pending until you upgrade
What Is an ActionPath?
Your ActionPath is your personalized financial improvement plan. It includes:
Your Financial Health Rating (FHR)
Target FHR goals and timeframes
Strategies to improve financial ratios
Owners and milestones for each initiative
Examples of improvement areas:
Working capital (e.g., reducing inventory)
Liquidity (e.g., increasing cash reserves)
Profitability (e.g., margin optimization)
Clients may use your ActionPath to understand your improvement trajectory.
Why Share Your ActionPath?
Build Trust With Clients 🤝
Transparency builds confidence in your long‑term financial stability.
Stand Out in Competitive Situations ⭐
Visibility into your improvement plan can set you apart in RFPs and renewals.
Deepen Client Relationships
Sharing positions you as a collaborative, proactive partner.
Showcase Executive Ownership
Clients see leadership alignment and accountability behind your initiatives.
How to Share Your ActionPath 🚀
You can proactively share your ActionPath with one or multiple clients. Sharing grants immediate visibility and strengthens transparency.
Steps to Share Your ActionPath
Open your ActionPath within your network account.
Click the Share button.
If you’re not on Essential+, you’ll see an upgrade prompt. 🔒
A client selection modal will appear.
Select individual clients, or
Choose Share with All to give access to every client monitoring you.
Click Confirm to finalize sharing.
What Happens After You Share
Access is granted immediately.
Clients do not receive an email (to avoid unnecessary spam).
Clients discover the shared ActionPath through their dashboard.
The client’s status becomes Granted.
You can revoke access at any time.
Other Sharing Actions
Approve or Deny Client Requests
Clients may request access directly from your supplier page.
You can:
Approve → client gains access
Deny → client does not gain access (optional denial reason)
Revoke Access Anytime
If you no longer want a client to view your ActionPath:
Open the Manage Sharing section.
Find the client with Granted status.
Select Revoke Access.
When you revoke:
Access ends immediately.
The client receives a notification.
You can re-share later if needed.
Track All Sharing Activity 📊
You can see all client access statuses in one place:
Not Shared
Requested
Granted
Denied
Revoked
This gives you full visibility and control at all times.
Understanding Access Statuses
Each client relationship always has one of the following access statuses:
Not Shared — You have not shared your ActionPath with this client.
Requested — The client has requested access and is waiting for your approval.
Granted — The client currently has access to your ActionPath.
Denied — You declined their request. They may request again after 30 days.
Revoked — You removed previously granted access. You can share again anytime.
Statuses change naturally based on your actions. For example:
A client may move from Not Shared → Requested → Granted.
If you decline, their status becomes Denied.
If you remove access later, their status becomes Revoked.
This keeps your sharing relationships simple and predictable.
FAQs for Members
Do I have to share my ActionPath?
No. Sharing is completely optional.
Can I share with only certain clients?
Yes. You choose exactly who gets access.
Can I revoke access later?
Yes—at any time.
Can I edit my ActionPath after sharing?
Yes. Edits are visible to clients immediately.
Can I see who viewed my ActionPath?
Not currently.
Can I share more than one ActionPath?
At this time, only one ActionPath is supported.
TL;DR
You control who can see your ActionPath.
You can share, approve, deny, or revoke at any time.
Clients can request access whenever they choose.
Essential+ is required to share or approve.
Sharing builds trust and helps you stand out.