Getting started on 10xGoals
  • About 10xGoals
  • Quick start guide
  • Creating an objective
    • Personal and Business objectives
  • Adding key results
  • Accepting/Declining objectives
  • Annual Objectives
  • Teams
    • Add objectives to a Team
    • Run effective reviews
    • Follow / Unfollow a team
  • Add contributors to objectives
  • Providing check-ins & updates on OKRs
    • Multiple Milestones
    • MTD (Month-to-date) metric tracking
    • Back dated check-ins
  • Mentioning people on OKRs
    • Defining visibility while creating an Objective
  • Assessing growth with Feedback
    • Giving feedback
    • Requesting feedback
    • Sharing feedback
    • No Objectives found
  • PRODUCT GUIDES
  • Hierarchy support on 10xGoals
    • Using user demographic data for filtering objectives and better visibility controls
  • Visibility controls
    • Introduction
    • How are visibility rules defined?
    • Defining visibility while creating an Objective
    • Defining visibility while creating a Key Result
    • Viewing and changing visibility of an existing objective
    • Viewing and changing visibility of an existing Key Result
    • Selecting Users in Protected Visibility Option
    • Selecting Users in Custom Visibility Option
    • Visibility Filters for Objectives
    • Defining default settings for visibility as Admin
  • Add Contributors to your objectives
  • Using team tags effectively
  • Filters for deep dive
  • Action/Task board
  • Move and paste (Re-structure OKRs)
  • Starring Objectives ⭐️
  • Customizing Reminder Notification
  • Multiple Alignment/ Linking
  • Moving OKRs to next quarter
  • Summary Views
  • Goals Permissions
  • Admin Settings
  • Slack Integration
  • Custom Tags
  • JIRA Integration
  • Drag and Drop OKRs
  • Context View for OKRs
  • UserBoard
  • Google Sheet Integration
    • Admin guide: Google Sheets 10xGoals Add-on Installation
  • Send Reminders
  • Lock objectives
  • Zapier Integration
  • OKR Process Guides
    • Using success metrics for OKRs
    • Writing good check-ins!
    • 10xGoals Status guide
    • OKR champion guide
    • Sample OKRs
      • Sample OKRs examples
  • Help & Support
    • Reach out to us
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  • Roles
  • Goals Permissions Matrix

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Goals Permissions

This page provides an understanding of the different roles that exist on 10xGoals.

Roles

We have two roles on 10xGoals:

  • Admins

  • Members

Members can play different roles with respect to an OKR unit which are as follows:

  • Creator: A person who created an objective/ key result.

  • Owner: A person who is responsible for delivering the outcome of the objective/ key result.

  • Immediate Parent: A person who owns the parent objective to which a key result contributes to.

  • Managers : Manager to the reportee who have been assigned the okr.

The next section highlights what activities can be done by these roles.

Goals Permissions Matrix

List of Activities

Roles who have access

Invite

Anyone

Make someone goals admin

Goals Admins only

Creating a company objective

Goals Admins only

Creating an objective

Anyone

Adding key results

Anyone

Updating OKRs

Goals Admin, Creator, Owner, Immediate parent

Check-ins

Goals Admin, Creator, Owner, Immediate parent

Deleting OKRs

Goals Admin, Creator, Owner, Immediate parent

Commenting on OKRs

Anyone

Viewing OKRs

Anyone

In-app Reports

Goals Admins only

Assigning Action Items

Anyone

Resolving Action Items

Action Item Assigner & Assignee

Delete Action Items

Action Item Assigner

Comments

Anyone

Delete Comments

Comments Creator

My Direct's View

Managers

Manager Approval (Approve / Deny)

Managers

Objective Bulk Upload

Goals Admins Only

Org Level Check-in Reminders Scheduling

Goals Admin Only

Enable/Disable Contributors, Weightage & Business Alignment

Goals Admin Only

Enable Org level data sharing with third party apps

Admins Only

Change Visibility of OKR

Owner, Goals Admin, Last Assigner

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Last updated 1 year ago

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