Invite Collaborators and Viewers to a Strategy

NOTE: This is a new product that is currently undergoing testing. 

Overview

You might invite people to a strategy so they can help you create and manage a strategy, or so they can view it as needed in their workflow. You can add people to a strategy as an Admin, Viewer, or Collaborator at any stage of your strategy journey. 

  • An Admin can modify permissions for all others aside from the owner. An Admin can also publish a strategy. 
  • A Viewer can review the strategy without making any changes 
  • A Collaborator can edit the strategy but can’t publish a strategy or modify permissions. 

Share a Strategy

  1. Navigate to https://strategy.myworkboard.com/
  2. Click All Strategies
  3. Click the strategy you’d like to share with others
  4. Select the Invite button on the upper right hand corner of the page

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  5. Search by person or team name 
  6. Select the people you’d like to invite
  7. Choose whether each individual is an Admin, Collaborator, or Viewer
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  8. Choose Done
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