Easily add colleagues so you can build and share strategy together
Follow these steps to invite a user:
Go to the User Directory
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In the left navigation menu, click Profile.
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Under Administration, select User directory.
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You’ll see a list of all users in your organization.
Start inviting a user
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Click the plus (+) icon in the top-right corner of the user list.
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The Create new user form will appear.
Enter user details
Fill in the following fields:
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First Name – the person’s first name
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Last Name – the person’s last name
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Email – their work email address (this is where their invitation will be sent)
Send the invitation
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Click Create user to send the invite.
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If you want to add more users right away, click Save and create another instead.
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The invited user will receive an email with instructions to set up their account and join your organization.
Tip:
Users can belong to multiple organizations at the same time. If they already have an account with Strategy Cards, they’ll simply be added to your organization when they accept the invite.
Need help?
If you don’t see the User directory option, you may not have admin permissions. Please contact your administrator or raise a support ticket under Support > Raise a support ticket in the left menu.