Administrators of Company or Group Plans can share their Advice Options (AO) and Advice Reasons (AR) with other account users or linked accounts via their Advice Options & Reasons Library. To share an AO or AR check share.



 When you share an AO or AR it is no longer owned by you, but instead belongs to your organisation - hence it turns orange if you are the administrator of a company plan, and purple if you are the administrator of a group plan. You can unshare a shared AO or AR, but once shared it will continue to be owned by your organisation.