Team Goal Owners can decide who is a member of their team goal and what permissions those team goal members should have.
How to Add Team Members to a Goal during Goal Creation
All managers have the option to create team goals in Quantum Workplace.
When a manager sets up a Team Goal, they will see the option to add either a demographic (e.g. department, squad, etc.) to their goal or to specify that their direct reports or all members of their downline should be added to the team goal. This option appears on the Goal Users tab below the Members heading:
To add one or more demographics (e.g. one or more departments) to a team goal, type in the demographic you would like to add to your team goal and click on it to add it.
To add either your direct reports or all downline reports to a team goal, first click the tab titled Goal Owner's Downline tab and then select the radio button next to Direct Reports or Downline.
Everyone who is added as a team member to a team goal will be able to view that goal from their main Goals page.
How to Add Team Members to an In Progress Goal
Managers who own team goals can add team members to any open, in-progress team goal from the goal detail page.
To add team members, click the Members tab and then click the Edit (pen and paper) icon.
From the pop up window that appears, the Team Goal owner can choose to add demographic(s) to the team goal OR specify that their direct reports or members of their downline should be team members of the goal.
To add a demographic, type in the name of the demographic (e.g. department, division, business unit, etc.) that you would like to add to your team goal and click to add it.
To add either your entire downline or your direct reports to the team goal, click the Downline tab and then select the radio button next to Direct Reports or Downline.
Once either a demographic or the goal users' direct reports or downline have been added to a team goal, everyone who belongs to that group will be considered a team member of that goal.
How to Edit Permissions for Team Members
The default setting is for every team member has the ability to update the goal's progress. For Public Team Goals (but not Restricted team goals), team members also have the ability to add and remove goal contributors and followers by default.
The Goal Owner of a Team Goal can update these settings to remove the permissions that all team members have. Please note that any changes made will only impact people who have been added to the team goal by demographic; these changes do not impact the permissions that goal contributors or goal followers have.
To update team members' permissions for a goal that you own, first locate the goal from your Goals Home page and click on it to open the detailed view of the goal.
From the Goals Detail page, click the Members tab:
Then, click the Edit icon (pen and paper) to update permissions for team goals:
For Public team goals, you can remove the option for team members to post goal updates, to add goal users, or to modify goal users (e.g. switch whether someone is a goal contributor or goal follower or remove goal contributors and followers).
For Restricted team goals, you an remove the option for team members to post goal updates. You can also give team members the ability to add or modify goal users; these options are disabled for team members of restricted goals by default.
Once you have made the edits to the permissions, click Save. Team members permissions will be updated within a few minutes.