Share a board

task australia Updated Sep 10, 2026 1 min read share-board-strategy.md

Share your board with stakeholders and planning managers to provide visibility into goal and target progress, and enable collaboration across your organization.

Before you begin

Role required: sn_apw_advanced.spw_goal_user

About this task

Users or groups that you want to share the board with must have the sn_apw_advanced.spw_goal_user_read or sn_apw_advanced.spw_goal_user role to get the read or edit access to the board respectively.

[Omitted image "share-baord-strategy.gif"] Alt text: Share a board in Strategy and Goals.

Procedure

Navigate to Workspaces > Strategic Planning Workspace > Strategy and Goals.
From the Strategy and Goals page, select the board you want to share with stakeholders.
From the board page, select the Board actions icon ([Omitted image "more-actions.png"] Alt text: Board actions icon.) and then select Share.
On the Share board window, fill the board sharing access details to collaborate on the board.
1. In the Board sharing and access field, select Restricted or Public.
  - Restricted: Visible to users with whom the board will be shared.
  - Public: Visible to everyone within your organization.
2. In the Members or Groups field, enter the names of individual users or groups.
  
  Note: The Members or Groups field doesn’t appear if the board sharing type is selected as Public.
3. Select Share or Done.
Alternatively, you can select Copy link for the Board actions icon and share it with your stakeholder to access the board.

Result

The selected individual and group users are notified of the board sharing through an email.

Parent Topic:Managing boards in Strategic Planning Workspace

Related topics

Create a strategic plan

Create a strategic priority

Create a goal

67 lines · 3.1 KB Wrap lines

---
title: Share a board
description: Share your board with stakeholders and planning managers to provide visibility into goal and target progress, and enable collaboration across your organization.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/strategic-planning/share-board-strategy.html
release: australia
product: Strategic Planning
classification: strategic-planning
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Manage boards, Strategy and Goals, Strategic Planning, Strategic Portfolio Management]
---

# Share a board

Share your board with stakeholders and planning managers to provide visibility into goal and target progress, and enable collaboration across your organization.

## Before you begin

Role required: sn\_apw\_advanced.spw\_goal\_user

## About this task

Users or groups that you want to share the board with must have the sn\_apw\_advanced.spw\_goal\_user\_read or sn\_apw\_advanced.spw\_goal\_user role to get the read or edit access to the board respectively.

\[Omitted image "share-baord-strategy.gif"\] Alt text: Share a board in Strategy and Goals.

## Procedure

1. Navigate to **Workspaces** &gt; **Strategic Planning Workspace** &gt; **Strategy and Goals**.

2. From the Strategy and Goals page, select the board you want to share with stakeholders.

3. From the board page, select the Board actions icon \(\[Omitted image "more-actions.png"\] Alt text: Board actions icon.\) and then select **Share**.

4. On the Share board window, fill the board sharing access details to collaborate on the board.

1. In the **Board sharing and access** field, select **Restricted** or **Public**.

- **Restricted**: Visible to users with whom the board will be shared.
- **Public**: Visible to everyone within your organization.
2. In the **Members or Groups** field, enter the names of individual users or groups.

**Note:** The **Members or Groups** field doesn’t appear if the board sharing type is selected as **Public**.

3. Select **Share** or **Done**.

Alternatively, you can select **Copy link** for the Board actions icon and share it with your stakeholder to access the board.

## Result

The selected individual and group users are notified of the board sharing through an email.

**Parent Topic:**[Managing boards in Strategic Planning Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/strategic-planning/managing-boards-strategy.md)

**Related topics**

[Create a strategic plan](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/strategic-planning/create-strategic-plan-strategy.md)

[Create a strategic priority](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/strategic-planning/create-strategic-priority-strategy.md)

[Create a goal](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/strategic-planning/create-goal-strategy.md)