How do I manage permissions to create & edit team OKRs?

Owned by Annu
Last updated: Sept 15, 2020
2 min read

 

From V4.0 these settings are now deprecated and are moved to UpRaise roles and permissions with some enhancements.

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. 



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

  • 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 & any team members 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, responsible user, as well as any team members (associated with respective team objective),  can be given the edit access. We recommend having all the 4 of these checked true, so that the user responsible for team OKRs, team lead & team members 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.