By default, the internal manager of a plan becomes the plan coordinator when it’s created. But you can update the coordinator anytime—either in Arrows or directly from HubSpot.
Change the plan coordinator from Arrows
- Open the onboarding plan
- Click into the “Share” button right below the plan banner
- Drag the new coordinator over the current one to update ownership
💡 You can always add new custom roles by going to the "Roles" option on the left navigation bar on Arrows.
Change the plan coordinator from HubSpot
- Navigate to the HubSpot object (ticket, deal, service object, or custom object)
- Find the Arrows onboarding plan app card
- Click “More” → “Change coordinator”
- Select the new coordinator from the “Change coordinator” tab
- Choose to send an invite email and optionally remove or keep the previous one
💡 Note:
- By default, changing the object owner in HubSpot will not update the plan coordinator in Arrows.
- However, if you’ve enabled Dynamic role assignment for the coordinator role, updating the configured HubSpot owner property will update the plan coordinator in Arrows