The Matrix below will give you an overview of the Goals & OKRs visibility and access rights of (super) admins, team leads, managers, and users. More information on the visibility and access rights of 'additional managers' can be found in this article.
As a reminder:
- (Super) admins can be assigned by other super admins for all activated modules ('Company' > 'Employees' > 'Edit' user > 'Role') or for specific modules ('Settings' > 'Module Settings' > Select users with admin rights for module).
- HRBPs can be assigned by (super) admins ('Company' > 'Employees' > 'Edit' > 'Role' user) to manage other users, teams, or locations.
- Team leads can be assigned by (super) admins ('Company' > 'Employees' > 'Edit' user).
- Every user that has at least one direct report automatically becomes a 'Manager' (of the assigned direct reports).
- Users are all other users who have no specific user rights.
Important note: if an admin creates a goal and their admin rights are removed afterward, the user will keep the same visibility to the goal they created even though they no longer have admin rights.