Goals Permissions

Roles

We have two roles on Objectives module:

• Goals Administrator

• 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 of the reportee to whom the okr have been assigned .

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, Contributor
Check-ins	Goals Admin, Creator, Owner, Immediate parent,Contributor
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