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.
To view your role, go to Personal settings (top-right corner where your avatar is) > Profile tab > Role.
Roles explained
You’ll find four different roles in Perdoo:
View-only can access Perdoo to see all goals and profiles.
This role requires a view-only license.
Standard users can only create and edit goals in Teams they are a member of (unless assigned as a Contributor to a goal).
This role requires a user license.
Admins can create, edit, and delete all Team goals, and manage/invite users.
This role requires a user license.
Superadmins can create, edit and delete all goals and strategy, and adjust company settings.
This role requires a user license.
Roles and permissions table
Teams | View-only | Standard | Admin | Superadmin |
Be a member of a team | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
Add or delete teams |
|
| ✔︎ | ✔︎ |
Edit team details |
|
| ✔︎ | ✔︎ |
Manage team members |
|
| ✔︎ | ✔︎ |
Team goals | View-only | Standard | Admin | Superadmin |
Add or edit goals |
| If team member or goal lead | ✔︎ | ✔︎ |
Be lead or contributor |
| ✔︎ | ✔︎ | ✔︎ |
Clone OKRs |
| If team member | ✔︎ | ✔︎ |
Update progress |
| If team 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 | ✔︎ |
Setup | View-only | Standard | Admin | Superadmin |
Add, edit, or archive users |
|
| View-only and Standard users | View-only, Standard & Admin, Superadmin users |
Manage company details |
|
|
| ✔︎ |
Manage Integrations |
|
|
| ✔︎ |
Enable features |
|
|
| ✔︎ |
Manage templates |
|
|
| ✔︎ |
Manage tags |
|
|
| ✔︎ |
Manage company notifications |
|
|
| ✔︎ |
Manage Progress reporting |
|
|
| ✔︎ |
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 | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
Receive Periodic progress reports via email | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
Submit User Reviews, Pulse |
| ✔︎ | ✔︎ | ✔︎ |
Participate in 1:1s |
| ✔︎ | ✔︎ | ✔︎ |
Participate in Performance Reviews |
| ✔︎ | ✔︎ | ✔︎ |
Access Engagement Dashboard |
|
| ✔︎ | ✔︎ |
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 Admin or Superadmin:
Go to left navigation bar: Users > click on the user's 3-dot menu > Edit user > Save.
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.