This article talks about who can manage objectives, based on roles. For example, admins are able to update objectives with much more freedom than a reporter can. However, you as a reporter might have access to manage an objective that someone else owns. Keep reading to learn the specifics.
Tip
Managing includes cloning, editing, updating, deleting, archiving, and closing. If you are looking for information on visibility settings for objectives, check out this article.
Tip
Account admins can customize visibilities and permissions for Objectives. For more information, see this article.
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Admins
What type of objectives can admins manage?
- Company-wide
- Department/Group
- Individual
- Self-development
Who can admins manage objectives for?
- Everyone
- Anyone that adds them under the 'Who can update and edit this objective?' option*
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Reviewers
What type of objectives can reviewers manage?
- Company-wide
- Department/Group
- Individual
- Self-development
Who can reviewers 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*
Success Center article 🗒: How do reviewer changes impact visibility?
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Reporters
What type of objectives can reporters manage?
- Company-wide
- Department/Group
- Individual
- Self-development
Who can reporters manage objectives for?
- Themselves
- Anyone*
- Anyone that adds them under the 'Who can update and edit this objective?' option* This does not include cloning the Objective. Only the owner of the Objective, their manager, or an admin will be able to clone the Objective regardless if have been given edit access.
Note
*Account admins can enable/disable any option denoted with an asterisk. Account admins: for more information, see this article.
Success Center article 🗒: Edit an objective