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 Owner can edit details, make updates, publish and share a strategy.
- An Admin can modify permissions for all others aside from the owner. An Admin can also publish a strategy.
- A Collaborator can edit strategy details and make updates but cannot publish, share, or modify permissions of a strategy.
- A Viewer can review the strategy without making any changes.
Share a Strategy
- Navigate to https://strategy.myworkboard.com/
- Click the strategy you’d like to share with others
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Select the Share button on the upper right hand corner of the page
- Search by person or team name
- Select the people you’d like to invite
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Choose whether each individual is an Owner, Admin, Collaborator, or Viewer
- Choose Done