The platform is fully transparent in its standard configuration, so all goals (Objectives, Key Results, Initiatives, and KPIs) are visible to all users. Private OKRs and KPIs are available in the Supreme version of Perdoo. Otherwise, actions on the platform are limited to your user role.
In this article:
To view your role, go to Personal settings (top-right corner where your avatar is) > Profile tab > Role.
Roles explained
You’ll find three different roles in Perdoo that define the permissions each user has:
Standard users can only create and edit goals in Groups they are a member of (unless assigned as a Contributor to a goal).
Admins can create, edit, and delete all goals, and manage/invite users.
Superadmins can create, edit and delete all goals and strategy, and adjust company settings.
Roles and permissions table
Groups | View-only | Standard | Admin | Superadmin |
Add or delete groups |
|
| ✔︎ | ✔︎ |
Edit group details |
| If group member | ✔︎ | ✔︎ |
Manage group members |
| If group member | ✔︎ | ✔︎ |
Group goals | View-only | Standard | Admin | Superadmin |
Add or edit goals |
| If group member or goal lead | ✔︎ | ✔︎ |
Clone OKRs |
| If group member | ✔︎ | ✔︎ |
Update progress |
| If group member or goal lead | ✔︎ | ✔︎ |
Company goals | View-only | Standard | Admin | Superadmin |
Add or edit Ultimate Goal |
|
| ✔︎ | ✔︎ |
Add or edit Strategic Pillar |
|
|
| ✔︎ |
Add or clone company OKRs |
|
|
| ✔︎ |
Edit or close company OKRs |
| If Objective lead | If Objective lead | ✔︎ |
Add or edit company KPIs |
|
|
| ✔︎ |
Edit or delete company KPIs |
| If KPI lead | If KPI lead | ✔︎ |
Update progress |
| If goal lead | If goal lead | ✔︎ |
Configure | View-only | Standard | Admin | Superadmin |
Add, edit, or archive users |
|
| Only Standard users | Standard & Admin users |
Manage Integrations |
|
|
| ✔︎ |
Add or edit cadences |
|
|
| ✔︎ |
Add or edit timeframes |
|
|
| ✔︎ |
Other | View-only | Standard | Admin | Superadmin |
View all goals and profiles | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
Comment on all goals | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
Access Goals, Strategy Map & Timeline, Perf. reports, KPI Boards | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
Access Engagement report |
|
| ✔︎ | ✔︎ |
Access Configure |
|
| ✔︎ | ✔︎ |
Edit KPI Boards |
|
| ✔︎ | ✔︎ |
Export reports |
|
| ✔︎ | ✔︎ |
💡 Pro tip: If you see an error saying you don't have rights to do perform an action, it means that you're trying to perform an action beyond those granted by your role. In that case, please contact your Ambassador or a (Super)admin to adjust your role.
How to edit a user's role
Admins and Superadmins can edit permissions of users in the same role or lower.
As an Admin or Superadmin:
Go to Configure
Select the Users tab
Click on the user's 3-dot menu
Edit user
Need a hand? Contact our friendly Support team via the in-app chat at the bottom-right of your screen, or email support@perdoo.com.