Core Values - Add details


Only account admins can adjust core values and their details.

If you have admin permissions, please follow the steps below to add details/edit each Core Value.  

  1. Click your name at the top right of the workspace.
  2. Click Manage Organization.
  3. Click the Core Values tab.
  4. Click 'Edit' on the right.
  5. Add your details in the note box provided.

Important Business Plan Information

  • Edits to the Core Values here will update automatically to the Business Plan.
  • There is only one set of Core Values per account.
  • View the Core Values and details on the Workspace by adding the Core Values tile.
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