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Version: Version 22

My strategies

Introduction​

The My Strategies page is the homepage of the Strategy app. From here, you can see an overview of all strategies you are involved in and quickly navigate to the details of each one.

What you can do here​

  • View a list of all strategies you own or participate in.
  • Create a new strategy directly from the homepage.
  • Open an existing strategy to manage its goals and objectives.

Roles​

Under the Members button, you can see the people connected to the strategy app and their role:

  • Managers

    • Can create new strategies.
    • Can edit strategies they manage.
    • Can add or remove members.

  • Members

    • Have read-only access.
    • Can only view the strategies they are linked to.

Note: System Administrators always have full access and the ability to manage all strategies.