Access rights to goals

When setting up a goal you can choose to assign it to an individual, a team or the entire company. Each of those settings comes with a range of access and editing options. This article summarizes who is allowed to create, update, archive and delete goals.

Personal goals

Can be created...

• ... by anyone for themselves (i.e. unmanaged)
• ... by anyone for themselves but as a managed goal that needs to be approved by the manager
• ... by managers for their direct reports
• ... by (super-)admins for anyone else

Can be updated...

• ... by the owner (for managed goals all updates need to be approved by the manager)
• ... by the manager
• ... by super admins
• ... by contributors
• Custom: If normal admins have access to all personal goals they can update these (see 'Admin Settings' > 'Goals and OKRs')

Can be deleted or archived:

• Personal, managed goals can only be archived or deleted by the manager, admins, or super admins
• Other personal goals can also be archived by the owner (i.e. the user who set up the goal)
• Personal goals can also get archived automatically when they have been part of a goal cycle

Team goals

Can be created...

• ... by (super) admins
• ... by team leads for their team (to set up team leads navigate to 'Users & Teams' > 'Edit' underneath a user's name)
• Custom setting: ... by any team member (see 'Admin settings' > 'Goals and OKRs')

Can be updated...

• ... by (super) admins
• ... by team leads
• ... by contributors
• Custom setting: ... by any team member (see 'Admin settings' > 'Goals and OKRs')

Can be deleted or archived...

• ... by (super) admins
• ... by the owner of the goal
• ... automatically when part of a goal cycle

Company goals

• Can be created by (super) admins
• Can be updated by (super) admins or contributors
• Can be deleted or archived by (super) admins

Bulk archiving on any level can only be done by super admins.