How do I provide access to the team?

This action can only be taken by the Strategy Leader.  First, you need to activate Managers and/or Team Members. You can do this by using the Account drop down (top right side of page) and clicking on 'Billing & Team'.  Here you can purchase additional users as well as activate them.

Once Managers and/or Team Members are activated, you can have the system send a Welcome message, including log-in information.  To do this, once again go to the Account drop down and this time select 'Notifications'.  You have the options to send the Welcome email to all users or just select users.  You have the ability to customize the message as well. 

Users must be activated in order to access the system and collaborate on building the plan and providing feedback.  If you have questions, please feel free to submit a ticket above. 



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