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Role permissions in Perform & Engage 365

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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
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
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