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How to Work with OKRs as per your Associated roles?
How to Work with OKRs as per your Associated roles?

Know your access rights as per your associated role when working with objectives and key results

Updated over a week ago

The following table shows how each user as per the associated role can work with the following functionalities related to OKRs:

Functionality

Basic User

Super User

Admin

Global Admin

Adding an Objective/KR

Can add an objective and associated KR's for every user as Individual/ Team or objective.

Can add an objective and associated KR's for every user as Individual/ Team or objective.

Can add an objective and associated KR's for every user as Individual/ Team or objective.

Can add an objective and associated KR's for every user as Individual/ Team or objective.

Aligning an Objective

Can align/edit alignment on the objectives owned by self or owned in group under team OKR to another OKRs.

Can align/edit alignment on the objectives owned by self or owned in group under team OKR to another OKRs.

Can align/edit alignment on the objectives owned by any user to another OKR.

Can align/edit alignment on the objectives owned by any user to another OKR.

Cloning an Objective

Can clone the objectives of any user.

Can clone the objectives for any user,

Can clone the objectives for any user.

Can clone the objectives for any user.

Commenting an Objective/KR

Can comment on the objectives/KR's of any user but can edit comments posted by self.

Can comment on the objectives/KR's of any user but can edit comments posted by self.

Can comment and edit the comments posted by others on the objectives/KR's of any user.

Can comment and edit the comments posted by others on the objectives/KR's of any user.

Edit Objectives/KR's

Can edit on the objectives/KR's owned by self or in group as a team Objective.

Can edit on the objectives/KR's owned by self or in group as a team Objective.

Can edit on the objectives/KR's of any user.

Can edit on the objectives/KR's of any user.

View Objectives/KR's

Can view the objectives/KR's of any user.

Can view the objectives/KR's of any user.

Can view the objectives/KR's of any user.

Can view the objectives/KR's of any user.

Share Objective

Can share an objective owned by any user.

Can share an objective owned by any user.

Can share an objective owned by any user.

Can share an objective owned by any user.

Delete Objectives/KR's

Can delete objectives/KR's owned by self.

Can delete objectives/KR's owned by self.

Can delete objectives/KR's owned by any user.

Can delete objectives/KR's owned by any user.

Check-in a Key Result

Can check-in a key result owned by self or owned in group.

Can check-in a key result owned by self or owned in group.

Can check-in a key result owned by any user.

Can check-in a key result owned by any user.

Invite or add/edit Users

Cannot Invite or add/edit Users unless role assigned by a Global Admin/Admin.

Cannot Invite or add/edit Users unless role assigned by a Global Admin/Admin.

Can invite/add/edit users.

Can invite/add/edit users.

Add Teams

Cannot add/edit Teams.

Can add/edit Teams.

Can add/edit Teams.

Can add/edit Teams.

Add/Edit OKR Period

Cannot add/edit OKR Periods.

Cannot add/edit OKR Periods.

Can add/edit Periods.

Can add/edit Periods.

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