Strategy Privacy

As an “Admin” user you can add Privacy restrictions to your strategy. IMPORTANT: Be aware that Admin users will always be able to see this strategy no matter the privacy settings. 

 

1. Click on Strategy Builder in the Menu.  

2. Click the Option Button (three vertical dots) belonging to the strategy you want to set Strategy Privacy for. 

3. Click Edit 

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4. Select Strategy Privacy in the pop-upThe default setting is Public. This means that all users in the account can see this strategy. 

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5. Choose Restricted and select the org unit(s) or user(s) you want to give access to see this strategy:  

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6. Click Update Strategy to save the strategy privacy settings.