Share a board

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Share your board with stakeholders and planning managers to provide visibility into goal and target progress, and enable collaboration across your organization.

    Before you begin

    Role required: sn_apw_advanced.spw_goal_user

    About this task

    Users or groups that you want to share the board with must have the sn_apw_advanced.spw_goal_user_read or sn_apw_advanced.spw_goal_user role to get the read or edit access to the board respectively.

    Share a board in Strategy and Goals.

    Procedure

    1. Navigate to Workspaces > Strategic Planning Workspace > Strategy and Goals.
    2. From the Strategy and Goals page, select the board you want to share with stakeholders.
    3. From the board page, select the Board actions icon (Board actions icon.) and then select Share.
    4. On the Share board window, fill the board sharing access details to collaborate on the board.
      1. In the Board sharing and access field, select Restricted or Public.
        • Restricted: Visible to users with whom the board will be shared.
        • Public: Visible to everyone within your organization.
      2. In the Members or Groups field, enter the names of individual users or groups.
        Note:
        The Members or Groups field doesn’t appear if the board sharing type is selected as Public.
      3. Select Share or Done.
      Alternatively, you can select Copy link for the Board actions icon and share it with your stakeholder to access the board.

    Result

    The selected individual and group users are notified of the board sharing through an email.