Adding people to your plan is quick and easy. It may be new staff members as your business grows, or sharing with advisors or board members.
Adding new team members
Step 1
Click the menu in the top right corner and move to the Strategy Designer.
Step 2
From the main Strategy Designer page you can jump directly to Setup your employees.
Step 3
There are two ways to add people. Either manually click Add People where you can input individuals or click the File Import button where you can upload a CSV with multiple contacts.
Add people manually
Bulk import contacts
Access Level
Access level is where you can control the restrictions around which members of your team can see what. Employees have the standard level of visibility and won't be able to see certain objectives and pillars that have a restricted view. Executives can see everything on the plan and can also make changes to the core plan as well.
We recommend considering these roles carefully and only assigning Executive status to senior managers within your organization.
Step 4
Save your changes and go back to your myHub. The new people will get invitation emails to set up their accounts.