Custom role goals permissions allow admins to give specific employees admin-like access to the Goals tool.
There are two types of permissions an admin can set for custom role owners:
Company-wide: Permission will apply to all users
Targeted: Permissions only apply to the subset of employees that the admin has selected for the role owner. The role member(s) will not have access to the private information of other employees that fall outside of this subset
Learn how to configure custom role admin permissions in Set Up Custom Role Admin Permissions.
Company-wide permissions
The Company-wide Goals permission allows custom role owners to manage Goals for all users.
1. Goals admin
The Goals admin permission allows custom role owners to have full access to the Goals tool.
Permissions include:
Create company or department goals
View public or private goals for all users
2. Manage company or department goals
The Manage company or department goals permission allows custom role owners to create company and department goals that are visible to all users in the company.
Permissions include:
3. Manage company goal cycles
The Manage company goal cycles permission allows custom role owners to manage goal cycles for the company.
Permissions include:
Access to all goals created as part of the cycle
Targeted permissions
The Targeted permissions allow custom role owners to manage goals for a subset of employees.
1. View private goals
The View private goals permission allows the custom role owner to view the private goals for employees in their target group but does give managing permissions.
Permissions include:
View target employee public and private goals
View Goals reporting for target employee group
2. Manage public and private goals
The Manage public and private goals permission allows the custom role owner to manage the goals for employees in their target group.
Permissions include:
View target employee public and private goals
Create target employee public and private goals, including group goals
Edit target employee public and private goals
Delete target employee public and private goals
Update target employee public and private goals even when they are not owners
View Goals reporting for target employee group
Custom role owner view
If only employee specific permissions have been enabled, the custom role owner will automatically get visibility to their target group within the Goals page.
If global permissions have been enabled, the custom role owner will have an admin page they can access by clicking Switch to admin. Within the admin page, they will only see the Goals tool.