Share your Roadmap
One of the more powerful features of Strategic Roadmaps is the ability to share your roadmaps with members of your team, leadership, and other stakeholders.
Strategic Roadmaps gives you two options when sharing a roadmap: you can give a user Edit access, or View-Only access. Which option you choose will depend on your reason for sharing the roadmap. Do you want the person you're sharing with to collaborate on the roadmap, or do you want them to review the roadmap and provide feedback?
You can only share a roadmap if you are the Owner.
If you want someone on your Strategic Roadmaps account to collaborate on one of your roadmaps, share the roadmap with them and give them Editor permissions. In addition to viewing and commenting, roadmap Editors can add, edit, and delete items and milestones, apply filters, and create new views.
If you want someone to be able to review your roadmap, share the roadmap with them and give them Viewer permissions. Roadmap Viewers can view the roadmap and add comments and mentions.
Sharing a Roadmap
1. Select the Roadmap(s)
To share a roadmap that you don’t have open, go to the My Roadmaps list, select the roadmap you want to share, and click the Members button in the toolbar.
To share a roadmap you already have open, click the Share button at the top of the screen.
2. Invite Users
In the Share Settings dialog, click in the Invite Users field and search for / select the user(s) you want to share the roadmap with.
Under the Users section, you'll see a list of users who can access the roadmap. As you add new users, their names will appear here.
3. Set Access Levels
Next to each user’s name, you’ll see their access level. Open this Permissions dropdown to adjust their permissions level:
Edit - the user will be able to edit the roadmap
View only - the user will be able to view the roadmap but not make changes
If View Only is automatically selected and you can't change the selection, it means the user's role does not allow them to be an Editor.
4. Save Changes
Once you’ve finished adding uses and assigning permissions, click Save.
Change a user's sharing permissions
To change a user's sharing permissions to a roadmap, follow the same steps above to select the roadmap and open the Sharing Settings dialog. In the Permissions dropdown, change the selection to Edit or View Only as appropriate, and then click Save.
Remove someone's sharing permissions
If you no longer want to share a roadmap with a user, follow the same steps above to select the roadmap and open the Sharing Settings dialog.
In the Share Settings dialog, mouse over the user's name next to the Permissions dropdown.
Click the X icon when it appears. The user should now be removed from the Users list.
Click Save.
Next Step
Export Roadmap Items and Milestones