Configure Objectives permissions and privacy settings

The Permissions tab controls who can see the Objectives feature, what privacy options are available, and who can create, edit, and assign objectives. Configure these settings in Feature Settings > Objectives > Permissions.

Before You Begin

  • You must be an Account Admin.
  • Open the Permissions tab before starting: Settings gear > Features > Objectives > Permissions.

Steps

Set objectives privacy options

  1. Locate the Objectives privacy settings section.
  2. Select Public to make all objectives visible to everyone in your organization.
  3. Select Custom to enable additional privacy options.
  4. Check Public objectives to allow all members to see public objectives.
  5. Check Objectives that follow 15Five permissions to limit visibility to people who can see a user's Check-in.
  6. Check Objectives private to specific groups and individuals to let creators control who sees each objective.
  7. Toggle Enable objectives for groups on to make group-type objectives visible to all group members and their management hierarchies.
  8. Click Save.

Set who can see the Objectives feature

  1. Locate the Who can see the Objectives feature? section.
  2. Select Everyone to give all users access to Objectives.
  3. Select Custom to restrict access to specific groups or individuals.
  4. If you selected Custom, choose the groups or people who should have access.
  5. Click Save.

> Account Admins and managers retain access to Objectives reporting (Reporting > Objectives) even when the feature is disabled for them.

Configure creating, editing, and assigning permissions

  1. Locate the Creating, editing, and assigning objectives section.
  2. Select Standard permissions to apply the default role-based rules (see table below).
  3. Select Advanced permissions to customize beyond the standard rules.
  4. If you selected Advanced permissions, choose one of the following options:

- Everyone — any user can create, edit, and manage objectives for any other user. - Reviewers — managers can create, edit, and update objectives for their entire hierarchy, not only direct reports.

  1. If you selected Standard permissions or Advanced permissions > Reviewers, locate the Permissions for updating and editing objectives toggle.
  2. Toggle this option on to allow objective owners and contributors to assign additional editors.
  3. Locate the Permission for creating objective types section at the bottom.
  4. Set company-wide and group-type objective creation to Everyone or Custom.
  5. If you selected Custom, choose the specific roles, groups, or individuals who can create each objective type.
  6. Click Save.

Standard permissions reference:

Role Can create/edit/update objectives for
Account Admin Everyone
Manager / Reviewer Immediate direct reports only
Individual Contributor Themselves only

If Something Goes Wrong

Issue Check Fix
Privacy options other than Public are not visible Verify Custom is selected in Objectives privacy settings Select Custom to unlock additional privacy options
A user cannot see the Objectives tab Check Who can see the Objectives feature? — user may be excluded Add the user or their group under Custom access
Managers cannot edit objectives for their full hierarchy Verify Advanced permissions > Reviewers is selected Switch from Standard to Advanced permissions > Reviewers and save
Assigned editors cannot update an objective Check whether the owner/contributor editor toggle is enabled Enable Permissions for updating and editing objectives and save
Group-type objective is not visible to group members Check Enable objectives for groups toggle status Enable the toggle in Objectives privacy settings and save

Not Covered Here

This article covers only the Permissions tab. For display name, scheduling, aligned objectives, tags, and the disable toggle, see the Settings tab article.

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