Set the privacy of a Strategy Template

Owned by Matt Kepple
Oct 31, 2022
1 min read

You can set the privacy level of a Strategy Template when you are creating it

Steps

  1. Click Create in the top menu

  2. Select Strategy

  3. Add in the details of your Strategy Template

  4. Tick the Make public checkbox if you want other organisations to be able to use your Strategy Template

  5. Click Next

  6. On the next page you can add metrics to your Strategy Template and click Save