Team Collaboration and Invitations

Strategic planning is most effective when it involves the right people. This guide explains how to invite team members, manage roles, and collaborate effectively on your strategic plan.

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Inviting Team Members

Who Can Invite?

Owners, admins, and consultants can send invitations. Consultants can only invite as member or observer roles.

How to Send an Invitation

1. Go to your Organization page
2. Click the Invite Members button
3. Enter:
   • Email address of the person you are inviting
   • Role to assign them (see roles below)
   • Optional message to include in the invitation email
4. Click Send Invitation

The recipient will receive an email with a link to accept the invitation. They have 7 days to accept before the invitation expires.

What the Recipient Sees

They receive an email with your organization name, a personal message (if provided), and a button to accept. If they do not have an account, they will be prompted to create one.

Understanding Roles

Each team member gets one of five roles, listed from most to least permissions:

Role	Can View	Can Edit	Can Invite	Can Manage Members	Can Delete Org
Owner	Yes	Yes	Yes	Yes	Yes
Admin	Yes	Yes	Yes	Yes	No
Consultant	Yes	Yes	Yes (limited)	No	No
Member	Yes	Yes	No	No	No
Observer	Yes	No	No	No	No

Choosing the Right Role

• Owner — The founder or CEO who created the organization. Only one owner per org.
• Admin — Senior leaders who need full management access (e.g., COO, VP Strategy)
• Consultant — External advisors who facilitate planning but should not manage members or the org itself
• Member — Team members who actively contribute to planning (department heads, team leads)
• Observer — Stakeholders who need visibility but should not make changes (board members, investors)

Collaborating on the Plan

Contributing to Sections

When multiple team members are working on the same plan, each person can:

• Add their analysis and insights through the chat interface
• Submit contributions to specific planning sections
• See contributions from other team members
• Comment on and react to other contributions

Real-Time Updates

When a team member makes a contribution, other active users receive a notification. This keeps everyone aware of new input without needing to refresh the page.

Managing Contributions

The planning interface shows a list of active collaborators and their contribution count. Click on a collaborator to see what they have contributed.

Assigning Priorities to Team Members

Once you have defined your key priorities in the FOCUS phase, assign them to team members for accountability:

1. Navigate to Weekly Alerts from the dashboard
2. Under each priority, click Assign
3. Select the team member
4. Add optional notes about expectations
5. Enable weekly email alerts for them

Best practice: Each priority should have exactly one owner. If a priority requires multiple people, identify a single person as accountable and list others as contributors.

Managing Your Team

Changing Roles

Owners and admins can change member roles from the organization page. Click the member's role to see a dropdown of available options.

Removing Members

Owners and admins can remove members from the organization. This does not delete the user's account — it only removes their access to the organization.

Viewing Pending Invitations

Owners and admins can see a list of pending invitations and cancel any that have not been accepted.