How do I manage permissions to create & edit team OKRs? (Before v3.9.4)

Depending on processes in your team, who can create & edit team OKRs can be customized. Different attributes on this page can be used to dictate settings at the team OKR level.

Important to note that team & individual OKRs are contained within an objective cycle. So the settings of an objective cycle will impact all the associated team & individual OKRs. Ideally, only a few users should be allowed to create & update team OKRs. This is taken care of by the section highlighted below.

Navigate to permission settings

• Click on OKRs setting in the main menu
• Click on team and individual OKRs settings
• Click on edit on option of the relevant objective cycle
• Start editing team level OKR permissions.

In the first step, you will get a chance to set some basic parameters like title of objective cycle, start and end dates and a description box. Once you are done with that, click on next to move to update permission settings of team and individual OKRs.

Parameters of setting permissions for Individual OKRs

• New objectives can be added till date - This parameter is now deprecated from version 3.7.3.1
• Existing objective can be edited till date - This parameter is now deprecated from version 3.7.3.1
• Team objectives can be added by - By default, Employee Success admin & super admin are given the ability to create team OKRs & it cannot be revoked.
  • In addition, if you need the team leads to be able to create team level OKRs for their own teams check this box.
• Team objectives can be edited by - Here again, by default Employee Success admin & super admin are given the ability to update team OKRs & it is irrevocable.
  • In addition, Team leads as well as responsible users can be given the edit access. We recommend having all the 3 of these checked true, so that the user responsible for team OKRs, team lead of the corresponding team & Employee Success admin/super admin - all of them have edit right.
  • Since the system keeps a log of every change that happens to OKRs, one can always refer to the history to check if any unwanted changes were done along the way.