Permissions for creating objectives

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.


Account administrators

What type of objectives can account administrators create?

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

Who can they assign as the owner?

  • Anyone
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Tip

Account administrators can choose who can create company-wide objectives here. Account administrators can allow account administrators, reviewers, specific groups, and/or specific people company-wide objective permissions.


Reviewers

What type of objectives can reviewers create?

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

Who can they assign as the owner?

  • Themselves
  • Anyone*
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Note

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

Need help explaining Objectives and Key Results (OKRs) to your team? Check out our Objectives demos!

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