Goal permissions in Factorial help you control who can access and manage goals across your organisation. By setting the right permissions, you can make sure goals are visible to the right people while keeping sensitive information protected. Whether you want managers to track team progress or employees to update their own goals, permissions allow you to tailor access based on each role. In this article, you’ll learn how goal permissions work in Factorial and how to configure them to fit your company’s needs.
How to set up your Goals permissions
- In your sidebar, go to Settings
- Click on Permissions
- Select the Goals section
- Enable or disable the permissions
- Click on Save changes
Some permissions let you choose the specific scope of a permission: deciding who a user is allowed to perform a the action on.
- For themselves: Only on their own profile/data.
- For direct and indirect reportees: On employees who report to them, directly or through a hierarchy.
- For people on teams they lead: Only on members of teams they manage.
- For people in their legal entity: Anyone in their department, branch, or company entity.
- For the whole company: Across all employees in the organisation.
Goals permissions
-
Create goals
This permission allows the employees inside the specific group of permissions to set up new goals. With this permission enabled, users can define goal details such as the title, description and cycle.
Learn more about the Goals functionality here.
-
Create key results
This permission allows the employees inside the specific group of permissions to add key results to existing goals.
The user must have permission to See key results
You can choose the scope of this permission.
-
Manage goals
This permission allows the employees inside the specific group of permissions to assign key results, edit and delete goals created by themselves or other employees.
You can choose the scope of this permission.
-
Manage key results
This permission allows the employees inside the specific group of permissions to edit and delete key results.
The user must have permission to See key results
You can choose the scope of this permission.
-
See key results
This permission allows the employees inside the specific group of permissions to see goals and its key results.
Enable this permission for these to work:
- Create key results
- Manage key results
- Update key results' progress
You can choose the scope of this permission.
-
Update key results' progress
This permission allows the employees inside the specific group of permissions to update the key results' current value or mark them as completed
The user must have permission to See key results
You can choose the scope of this permission.
-
Weight employee goals
This permission allows the employees inside the specific group of permissions to update the goals' weights for other employees.
You can choose the scope of this permission.