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 creation 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.
To change permissions for Objectives
1. Click on your avatar in the upper right corner.
2. Select 'Manage Features' from the dropdown menu.
3. Scroll down to Objectives and click 'Configure'.
4. Click 'Permissions'.
5. From the 'Permissions' tab, select the desired settings for your company. The options and definitions of each setting are listed below.
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?
Configure who can see the Objectives feature (meaning 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.
Creating, editing, and assigning objectives
Who can create, edit, and assign 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.
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.
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.
Select the roles, groups, and/or people that should have the ability to create company-wide questions using the checkboxes and drop-down menus.
7. Remember to save your changes.