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:
- Global: 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.
Global permissions
The Global Goals permission allows custom role owners to manage Goals for all users.
1. Own goal program
The Own goal program permission allows custom role owners to have full access to the Goals tool.
Permissions include:
- Access to Goal settings
- Create company or department goals
- View public or private goals for all users
2. Create company or department goals
The Create 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 goal cycles
The Manage goal cycles permission allows custom role owners to manage goal cycles for the company.
Permissions include:
Targeted permissions
The Targeted permissions allow custom role owners to manage goals for a subset of employees.
1. Edit goals
The Edit goals permission allows the custom role owner to manage the private 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
2. 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
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.