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
- Navigate to https://strategy.myworkboard.com/
- Click the strategy you’d like to share with others
- Select the Invite button on the upper right hand corner of the page
- Search by person or team name
- Select the people you’d like to invite
- Choose whether each individual is an Admin, Collaborator, or Viewer
- Choose Done