We often get asked, "Why can I only create a Public Objective?" or "How do I allow another person to be able to edit my objective?" 15Five admins have access to choose between creating permissions, editing permissions, and/or visibility settings. Below are the steps on how to customize all Objective permissions.
Another use case for Objective permissions is restricting who can create company-wide objectives. You might not want account admins, reviewers, and reporters to create company-wide permissions. Those creation permissions can be managed using the below steps as well.
Change permissions for Objectives
1. Click on 'Settings' from the left navigation.
2. Click on 'Features' to expand the feature settings.
3. Click on 'Objectives'.
4. Click on the 'Permissions' tab.
5. From the 'Permissions' tab, select the desired settings for your company. The options and definitions of each setting are outlined in the next section.
6. Save your changes.
Objectives privacy settings
Select objective privacy settings
If you only want people to be able to create public objectives, select the 'Public' button.
If you want people to be able to create objectives other than 'Public' objectives, you should select 'Custom' under 'Objectives privacy settings'.
What kind of objective can people create?
After selecting 'Custom', another menu will appear. You will be prompted to choose which Objective permissions you'd like to allow. You can read more about these permissions in this article.
Public objectives: Can be seen by anyone in the company.
Objectives that follow 15Five permissions: Can be seen by the objective owner's hierarchy and anyone else who can see the objective owner's 15Fives. To find out who can view your 15Fives, you can use this link.
Who can see the Objectives feature?
In this section, you can configure who can see the Objectives feature. Only the people included will see the 'Objectives' tab in 15Five.
Everyone: The Objectives feature is visible to everyone in the organization.
Custom: The Objectives feature is visible to only the select group(s) and/or people that are selected. Even if this setting is chosen, all account admins and reviewers will still have access to report on Objectives through the 'Reporting' tab.
Note
Objectives and key results cannot be owned by people who do not have visibility into the Objectives feature. Similarly, you cannot create a group objective unless everyone in the group has the Objectives feature enabled for them.
Note
Reviewers and account admins will still be able to access reporting for Objectives, even if the Objectives feature is not enabled for them.
Creating, editing, and assigning objectives
Who can create, edit, and assign objectives for others?
In this section, you can manage who in your company has the ability to create and edit objectives, for whom they can create, and who can create company-wide objectives.
Standard permissions: Standard permissions mean that admins can create/edit/update objectives for everyone, reviewers can only create/edit/update their immediate direct reports' objectives- and cannot create/edit/update objectives for their hierarchy, and reporters can only create/edit/update objectives for themselves. If you like the limited permissions that reviewers have with creating and maintaining objectives, leave this option checked.
Advanced permissions: If you want to allow everyone in the company to create/edit/update objectives for everyone else in the company, select the 'Everyone' option here. This option is helpful for flat companies. If you want to allow reviewers to create/edit/update objectives for their entire hierarchy (not just their immediate direct reports), choose the 'Reviewers' option.
Note
The 'Everyone' option under 'Who can create, edit, and assign objectives?' allows anyone in the company to create, edit, manage, etc objectives for anyone else in the company. If your company is not flat and fully transparent, we do not recommend using this setting. Alternatively, this setting is helpful if people on a team need to be able to create objectives for their teammates. If you are concerned about this setting being abused, please choose another option.
Who has the permission to update and edit my objectives?
If this setting is on, the objective owner can pick additional editors for the objective. Individuals and/or groups can be added as editors here. This option should be used for opening up visibility on objectives that more than one person might need to edit/update.
Team/Group objectives, objectives being worked on by multiple people from different teams, or cross-departmental objectives are examples of use cases here.
Note
Objectives that you have been given access to edit will not appear on your 15Five. You will not receive a notification that you have been added as an editor. The objectives you are able to edit will need to be accessed through the 'All objectives' page.
Who can create company-wide objectives?
Everyone: If you want everyone in the company to be able to create company-wide objectives, choose this option.
Custom: If you want to limit who can create company-wide objectives, choose this option.
Who can create group-type objectives?
Everyone: If you want everyone in the company to be able to create objectives for each group type, choose this option.
Custom: If you want to limit who can create each group type objectives, choose this option.
Select the roles, groups, and/or people that should have the ability to create company-wide and each group type objectives using the checkboxes and drop-down menus.