Goal permissions ensure the right level of visibility and control across your company, teams, and individual users.
Permissions by Role
Admin
Can Create:
Company goals
Team goals (for any team)
User goals (for any user)
Can View:
All goals across the organization
All tabs on the Goals Dashboard:
Overview
Company Goals
Team Goals
User Goals
Can Edit/Delete:
Any goal, regardless of who created it
Admins have full control and visibility across all company, team, and user-level goals.
Team Manager
Can Create:
Team goals (for their own team only)
User goals (for users within their team)
Can View:
Overview Tab: All goals assigned to their team or team members
Team Goals Tab: Goals created for their team
User Goals Tab: User-level goals assigned to team members or themselves
Cannot See: Company Goals Tab (hidden)
Can Edit/Delete:
Only the goals they personally created
Cannot edit or delete goals created by admins, even if assigned to their team
Team Managers can manage their team’s objectives but don’t have company-wide control.
User (Non-Manager)
Can Create:
None (users cannot create goals)
Can View:
User Goals Tab only: Goals assigned directly to them (either via team or user goals)
Cannot See: Overview, Company Goals, or Team Goals tabs
Can Edit/Delete:
None (users cannot edit or delete goals)
Regular users focus purely on execution. They can track their progress but not modify or set goals.
Goal Visibility Rules
Goal Type | Admin | Team Manager | User |
Company Goal (No Team Breakdown) | Full visibility | ❌ Not visible | ❌ Not visible |
Company Goal (With Team Breakdown) | Full visibility (all teams) | Sees their team’s portion only (Team Goals tab) | ❌ Not visible |
Team Goal (No User Breakdown) | Full visibility | Visible if assigned to their team | ❌ Not visible |
Team Goal (With User Breakdown) | Full visibility (all users) | Sees their team’s and users’ breakdowns (Team + User tabs) | Sees only their own goal (User Goals tab) |
User Goal | Full visibility (all users) | Sees goals for users in their team | Sees only their own goal |
Common Scenarios
Scenario 1: Team Manager Creates a Goal
Goal: Monthly Placements for Sales Team
Who Can See:
Admins: ✅ (Overview + Team Goals tab)
Team 1 Manager: ✅ (created it)
Other Team Managers: ❌ (not their team)
Sales Team Users: ❌ (no user breakdown enabled)
Scenario 2: Admin Creates Company Goal with Team Breakdown
Goal: Quarterly Revenue: $500K total (Sales: $300K, CS: $200K)
Who Can See:
Admins: ✅ (all tabs)
Team 1 Manager: ✅ ($300K in Team Goals tab)
Team 2 Manager: ✅ ($200K in Team Goals tab)
Users: ❌ (no user breakdown enabled)
Scenario 3: Admin Creates Team Goal with User Breakdown
Goal: Monthly Placements for Sales Team (John: 10, Sarah: 15)
Who Can See:
Admins: ✅ (all users in User Goals tab)
Team 1 Manager: ✅ (John & Sarah’s goals in User Goals tab)
John: ✅ (sees his 10-placement goal in User Goals tab)
Sarah: ✅ (sees her 15-placement goal in User Goals tab)
Other Teams/Users: ❌ (not visible)
Quick Tips
✅ Admins Should Create Company Goals: Ensures consistency and visibility across all teams.
✅ Empower Team Managers: Let them own team-level goal creation to drive accountability.
✅ Users Don’t Need Creation Access: Keep focus on execution, not setup.
❌ Don’t Share Credentials: If a Team Manager needs to create goals, assign proper access. Never share admin accounts.