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Quick answers to common questions about workspaces, exports and plans. For step-by-step fixes, see Troubleshooting.

Workspaces and visibility

Who in my workspace can see what?

Some things are shared with everyone in your workspace and some are yours alone. For what a workspace is, see Workspaces. Upload a private document only if everyone in your workspace should be able to see it.

Who is in my workspace?

Your workspace is decided by your email domain. Everyone who signs in with an email at your company’s domain joins the same workspace. A personal email address (such as Gmail or Outlook.com) gets a workspace of its own. See Workspaces.

Exports

What happens to a memo after I export it?

Exporting saves the memo and its research report to your export destination and removes their contents from StratEngine. StratEngine keeps a link to the exported files, and the memo stays listed in Analysis Memos.
After export, the exported file in your storage is the copy you have. If you delete it from your storage, StratEngine can’t restore it.
See Export memos.

Does exporting a strategy brief remove it from StratEngine?

No. Export to Docs creates a copy in your storage (a Google Doc on Google Drive, or a Word file on other providers) and the brief stays in StratEngine. See Export a document, print, or save as PDF.

Plans and billing

Which plan do I need?

It depends on what you want to do: When a feature needs a higher plan, StratEngine shows it locked or labeled [Upgrade] and offers an upgrade when you click it.

How do I change who pays for the subscription?

The billing owner can transfer billing to another admin. See Transfer billing ownership.

Devices

Can I use StratEngine on my phone or tablet?

No. StratEngine is desktop-only. On a phone or tablet you can request a link to open later on a computer. See Sign in.