Role-based permissions for Objectives

With 15Five, it’s easy to set and track your company’s top objectives. Build OKRs that unify your team and inspire them to work toward the right goals, so everyone moves forward together. But before you start creating objectives, it's important to understand the permissions that people in different roles have within the Objectives feature.

This article walks through permission for objectives, including:

If you are looking for information on visibility settings for objectives, check out this article

Access and availability

⛔️ Required access to Objectives.
👥 This article is relevant to all roles.
📦 This feature is available in the Focus and Total Platform pricing packages.


Permissions for creating objectives

This section walks through what permissions different roles have with regard to creating objectives.

Account admins

What type of objectives can account administrators create?

  • Company-wide
  • Department/Group
  • Individual
  • Self-development

Who can they assign as the owner?

  • Anyone
Managers

What type of objectives can managers create?

  • Company-wide*
  • Department/Group
  • Individual
  • Self-development

Who can they assign as the owner?

  • Themselves
  • Their team (immediate direct reports)
  • Their hierarchy*
  • Anyone*
Employees

What type of objectives can employees create?

  • Company-wide*
  • Department/Group
  • Individual
  • Self-development

Who can they assign as the owner?

  • Themselves
  • Anyone*
✏️

Note

*Account administrators can enable/disable any option denoted with an asterisk. If you're an account administrator and would like to read more about how to manage these options, see this article.


Permissions for managing objectives

This section walks through permissions for managing— that is, editing, updating, deleting, archiving, cloning, and closing)— objectives.

Account admins

What type of objectives can account administrators manage?

  • Company-wide
  • Department/Group
  • Individual
  • Self-development

Who can account administrators manage objectives for?

  • Everyone
  • Anyone that adds them under the 'Who can update and edit this objective?' option*
Managers

What type of objectives can managers manage?

  • Company-wide
  • Department/Group
  • Individual
  • Self-development

Who can managers manage objectives for?

  • Themselves
  • Their team (immediate direct reports)
  • Their hierarchy*
  • Anyone*
  • Anyone that adds them under the 'Who can update and edit this objective?' option*
Employees

What type of objectives can employees manage?

  • Company-wide
  • Department/Group
  • Individual
  • Self-development

Who can employees manage objectives for?

  • Themselves
  • Anyone*
  • Anyone that adds them under the 'Who can update and edit this objective?' option*
✏️

Note

*Account administrators can enable/disable any option denoted with an asterisk. If you're an account administrator and would like to read more about how to manage these options, see this article.


Permissions for editing key results

The responsibility for updating key results doesn't always need to fall on the key result owner. Likewise, the objective owner might want to allow another person to edit key results. This section walks through role-based permissions for managing and updating key results. All roles can assign key results to anyone in the company.

Account admins

Who can account administrators assign key results to?

  • Anyone

From within their Check-ins: who can account administrators update key results for?

  • Themselves
  • Anyone who is collaborating on the same objective they are; meaning if they can see the key results on their 15Five, they can update them.

From within the Objectives tab: who can account administrators update key results for?

  • Themselves
  • Anyone, regardless of whether or not they are collaborating on that objective themselves; meaning if they can see the objective from this tab, they can update the key results. 
  • Anyone that adds them under the 'Who can update and edit this objective?' option*
Managers

Who can direct managers assign key results to?

  • Anyone

From within their Check-ins: who can direct managers update key results for?

  • Themselves

From within the Objectives tab: who can direct managers update key results for?

  • Themselves
  • Anyone that adds them under the 'Who can update and edit this objective?' option*
Employees

Who can employees assign key results to?

  • Anyone

From within their Check-ins: who can employees update key results for?

  • Themselves only. Employees will be able to see all key results for objectives that they own key results on, but will not be able to update them.  

From within the Objectives tab: who can employees update key results for?

  • Themselves. Even though employees can see all public key results and objectives via the Objectives tab, they can't edit items that aren't assigned to them. 
  • Anyone that adds them under the 'Who can update and edit this objective?' option*
✏️

Note

*Account administrators can enable/disable any option denoted with an asterisk. If you're an account administrator and would like to read more about how to manage these options, see this article.


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