Role permissions in Perform & Engage 365

This article provides an overview of the access rights and permissions each role within Perform & Engage 365 holds.

 AdministratorRead-only AdministratorDepartment AdministratorManagerEmployee
Check-in
Create/edit questionsOrg and Department level Specific Department levelTeam and personal level 
View question responsesAllAllAll in specific departmentAll in teamPersonal
Change check-in frequencyOrg and department level Specific Department levelTeam and individual level 
Goals
Create goalsAll levels All specific department, team and personal goals in departmentAll team level and personal goals in teamPersonal
View goalsAll levelsAll levelsAll organisation, specific department, team and personal goals in department + any goals made publicAll 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 progressAll levels All specific department, team and personal goals in departmentAll team level and personal goals in teamPersonal
OKRs
Create OKRsAll levels All specific department, team and personal OKRs in departmentAll team level and personal OKRs in teamPersonal OKRs
View OKRsAll levelsAll levelsAll 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 progressAll levels All specific department, team and personal OKRs in departmentAll team level and personal OKRs in teamPersonal OKRs or assigned KRs from a different level
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