Collaborators are part of your Strategic Plan’s elements (Strategy, Objective, Tactic, and Action Item) from a ‘need to know’ or a ‘need to do’ perspective. They will receive ‘real time’ updates made to that specific entity.
To add yourself as a collaborator on an entity, choose one of the following options:
|From the Activity Feed widget in the Dashboard, click on the Eyeball icon for a specific entity.|
|Browse to the specific entity and click the Eyeball icon in the top-right corner.|
To add yourself or others as a collaborator on an entity, complete these steps:
- Browse to the specific entity.
- Click the Collaborators tab.
- Click the Collaborators plus icon and add collaborators.
- Add collaborators and click Publish.
Note: When Collaborators are added to an entity, the number of collaborators associated with the entity appears next to the Collaborator icon.