This article talks about who can create different types 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 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 set permissions around 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 what type of objectives can reviewers create?
- Company-wide (if settings allow)
- Department or any Group objective
- Individual
- Self-development
- Who can they assign as the owner?
- Themselves
- Their team (immediate direct reports)
- Their hierarchy (if settings allow)
- Anyone (if settings allow)
Reporters
- What what type of objectives can reporters create?
- Company-wide (if settings allow)
- Department or any Group objective
- Individual
- Self-development
- Who can they assign as the owner?
- Themselves
- Anyone (if settings allow)
Need help explaining Objectives and Key Results (OKRs) to your team? Check out our Objectives demos!