This article talks about who can create different types of objectives, based on roles. If you are looking for information on visibility settings for objectives, check out this article.
The same rules apply when it comes to editing and cloning objectives. You could replace the question "Who can they create objectives for?" with "Whose objectives can they edit or clone?"
For information on assigning key results to owners and who can assign to whom, see this article.
Admins
- What type of objectives can admins create?
- Company-wide
- Department or any Group objective
- Individual
- Self-development
- Who can they assign as the owner?
- Anyone
TIP 💡: Account admins can choose who can create company-wide objectives here. Account admins can allow account admins, reviewers, specific groups, and/or specific people company-wide objective permissions.
Reviewers
- What type of objectives can reviewers create?
- Company-wide*
- Department or any Group type objective
- Individual
- Self-development
- Who can they assign as the owner?
- Themselves
- Their team (immediate direct reports)
- Their hierarchy*
- Anyone*
Reporters
- What type of objectives can reporters create?
- Company-wide*
- Department or any Group objective
- Individual
- Self-development
- Who can they assign as the owner?
- Themselves
- Anyone*
NOTE ✏️: *Account admins can enable/disable any option denoted with an asterisk. Account admins: for more information, see this article.
Need help explaining Objectives and Key Results (OKRs) to your team? Check out our Objectives demos!