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Three sharing modes

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

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.