Invite Collaborators and Viewers to a Strategy

Note: WorkBoard Strategy is a separate add-on product. If you’re interested in WorkBoard Strategy, contact your CSM or sales representative. 


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
  2. Click the strategy you’d like to share with others
  3. Select the Invite button on the upper right hand corner of the page

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