Organization View-Only Link (2 steps)

An administrator can invite a guest such as volunteers, potential donors, or granting agencies, to view the organization’s plan via a view-only link.

Step 1:


In the Strategy application, select Plan Settings in the top navigation bar.

Step 2:

On the Plan Settings page, a link is provided that the administrator can copy and share with guests. Those accessing the plan from the link will not be able to provide edits or make changes within the software. Further, the link doesn’t display the Documents section of the software. 

If you need to reset this link, please contact support for assistance.

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