In this article:
Overview
As the Goal Owner or a full admin, manage goal visibility by assigning users to a goal.
Requirements
- Available to full admin users
- Available to Goal Owners
Goal Members
Any member of a goal has full visibility into the goal, even if the goal is restricted. Additionally, organizational goals are exempt from account-level public-only or private-only settings.
Contributors and Followers are sent an email notification when the goal has been closed.
Users can be assigned to a goal as one of three members:
- Goal Owner: Ultimately responsible for the goal's completion; has full editing permission, most notably:
- Can edit goal settings and details, i.e. goal privacy, description, key results, etc.
- Can update goals and key results
- Can delete or abandon a goal
- Assign and remove users as Goal Contributors and Followers
- Goal Contributor(s): Actively work alongside the Owner and other Contributors to complete the goal; permissions include:
- Can update goals and key results
- Can abandon a goal
- Goal Follower(s): Have visibility into the goal and its progress, but can't update goals or key results
Add Contributors & Followers
To add a user as a Goal Contributor or Follower for a goal:
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- On the Owner, Contributor, Follower card on the right, click the + icon for Contributors or Followers
- Enter and click the user in the search field
- Click Add
Users added as Contributors or Followers will receive an email notification.
Manage Contributors & Followers
To manage existing Contributors and Followers, click the user's corresponding ⋮ icon to open a menu with several options:
- Make Owner: Update the user's status to the Goal Owner
- Switch to Follower/Contributor: Update the user's status to a Goal Follower or Contributor
- Nudge: For a Contributor, send a brief email with context or instructions to encourage the selected user to take action
- Remove: Remove the user from the goal