This article provides an overview of the access rights and permissions each role within Perform & Engage 365 holds.
Administrator | Read-only Administrator | Department Administrator | Manager | Employee | |
Check-in | |||||
Create/edit questions | Org and Department level | Specific Department level | Team and personal level | ||
View question responses |
All | All | All in specific department | All in team | Personal |
Change check-in frequency | Org and department level | Specific Department level | Team and individual level | ||
Goals | |||||
Create goals | All levels | All specific department, team and personal goals in department | All team level and personal goals in team | Personal | |
View goals | All levels | All levels | All organisation, specific department, team and personal goals in department + any goals made public | All organisation, specific department, team and personal goals in department + any goals made public | All organisation, specific department, team and personal goals in department + any goals made public |
Update goal progress | All levels | All specific department, team and personal goals in department | All team level and personal goals in team | Personal | |
OKRs |
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Create OKRs | All levels | All specific department, team and personal OKRs in department | All team level and personal OKRs in team | Personal OKRs | |
View OKRs | All levels | All levels | All levels (unless marked line of sight - then all specific department, team and personal OKRs in department) | All levels (unless marked line of sight - then all team level and personal OKRs in team) | All levels (unless marked line of sight - then personal only) |
Update OKR progress | All levels | All specific department, team and personal OKRs in department | All team level and personal OKRs in team | Personal OKRs or assigned KRs from a different level |