Since you can have a 1-on-1 with anyone in your company, assuming that feature is available for your company, we find it important to list out the permissions associated with our 1-on-1s feature. It is important to note that regardless of who is involved in the 1-on-1, both people can contribute to the agenda equally—both can create a 1-on-1, both can add talking points, both can add talking points, and both can schedule and end a 1-on-1.
Note
Global viewers cannot see into 1-on-1s. 1-on-1 agendas are private to the two participants only.
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Reporters can...
- Create a 1-on-1 with anyone in the company
- Schedule a 1-on-1 with anyone in the company
- Star and unstar any 1-on-1 from their 'My 1-on-1s' page
- Remove any 1-on-1 from their 'My 1-on-1s' page
- Add talking points and action items—even private items
- Add items from their own Check-in to the 1-on-1 agenda with their manager
- Add to shared and private notes
- End 1-on-1s
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Reviewers can...
- Create a 1-on-1 with anyone in the company
- Schedule a 1-on-1 with anyone in the company
- Star and unstar any 1-on-1 from their 'My 1-on-1s' page
- Remove any 1-on-1 from their 'My 1-on-1s' page
- Automatically see 1-on-1s with their direct reports, meaning their direct reports will always appear in the 1-on-1s list without having to manually create 1-on-1s time and time again.
- Add talking points and action items
- Add items from their direct report's Check-ins to the 1-on-1 agenda with that person
- Add to shared and private notes
- See the identity of people their direct reports are having 1-on-1s with (but not the content)
- End 1-on-1s
- Report on 1-on-1s data for their team, but not 1-on-1 content
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Account administrators can...
- Create a 1-on-1 with anyone in the company
- Star and unstar any 1-on-1 from their 'My 1-on-1s' page
- Remove any 1-on-1 from their 'My 1-on-1s' page
- Add talking points and action items
- Add to shared and private notes
- See the identities of all 1-on-1 participants in the company (but not the content of those 1-on-1s)
- End 1-on-1s
- Report on 1-on-1s data for the company, but not 1-on-1 content