Sharing & permissions

Private, shared with people, or open to the organisation. Plus per-hub overrides.

Three sharing modes

Every strategy is in one of three modes. Change it from the strategy’s share menu.

Mode	Who can see it
Private	Only you.
Shared	You, plus the people you’ve invited, each as viewer or editor.
Organisation	Everyone in your organisation.

Viewer vs editor

• Viewers can read everything in the strategy that isn’t hidden from viewers.
• Editors can add and change hubs, cards and items.
• The owner can change sharing and delete the strategy.

Per-hub overrides

You can tighten sharing on a single hub without changing the whole strategy:

• Hide from viewers — editors see it, viewers don’t. Useful for a Decisions hub while options are still raw.
• Per-person rights — give one or two people edit rights on a hub inside a strategy they otherwise only view.

Portfolio

Portfolio shows every strategy you can see under these rules, and nothing else. There’s no separate portfolio permission.