By default, all goals are visible to all users. You can, however, restrict the visibility of goals or make goals private.
To view your role, go to Personal settings.
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, edit, update, delete 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, update, delete all Team goals, and manage/invite users.
This role requires a user license.
Superadmins can create, edit, update, 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 & Individual goals | View-only | Standard | Admin | Superadmin |
Add or edit goals |
| If team member, goal lead or contributor | ✔︎ | ✔︎ |
Be lead or contributor |
| ✔︎ | ✔︎ | ✔︎ |
Add someone else as a lead |
| If a team member | ✔︎ | ✔︎ |
Add someone else as a contributor |
| ✔︎ | ✔︎ | ✔︎ |
Clone OKRs |
| If team member | ✔︎ | ✔︎ |
Update progress |
| If team member, goal lead or contributor | ✔︎ | ✔︎ |
Company goals | View-only | Standard | Admin | Superadmin |
Add or edit Ultimate Goal |
|
|
| ✔︎ |
Add, edit, archive or delete Strategic Pillar |
|
| If owned by a team. | ✔︎ |
Add or clone company OKRs |
|
|
| ✔︎ |
Edit or close company OKRs |
| If Objective lead or contributor | If Objective lead or contributor | ✔︎ |
Add or edit company KPIs |
|
|
| ✔︎ |
Edit or delete company KPIs |
| If KPI lead | If KPI lead | ✔︎ |
Update progress |
| If goal lead or contributor | If goal lead or contributor | ✔︎ |
Setup | View-only | Standard | Admin | Superadmin |
Add, edit, archive, restore users |
|
| View-only and Standard users | View-only, Standard & Admin, Superadmin users |
Manage company details |
|
|
| ✔︎ |
Manage SSO, HRIS & Slack/Teams integrations |
|
|
| ✔︎ |
Manage progress & calendar integrations |
| ✔︎ | ✔︎ | ✔︎ |
Enable features |
|
|
| ✔︎ |
Manage templates |
|
|
| ✔︎ |
Manage tags |
|
|
| ✔︎ |
Manage company notifications |
|
|
| ✔︎ |
Manage Progress reporting |
|
|
| ✔︎ |
Add or edit cadences |
|
|
| ✔︎ |
Add or edit timeframes |
|
|
| ✔︎ |
Explore: Create new public views |
|
|
| ✔︎ |
Explore: Create new private views | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
Other | View-only | Standard | Admin | Superadmin |
View all goals and profiles | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
Comment on all goals | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
Access Explore, User/Team pages, Perf. reports, KPI Boards | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
Receive Progress reports via email | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
Write User Reviews |
| ✔︎ | ✔︎ | ✔︎ |
Write Team Reviews |
| If team member | If team member | If team member |
Submit Pulse surveys |
| ✔︎ | ✔︎ | ✔︎ |
Create new Meetings |
| ✔︎ | ✔︎ | ✔︎ |
Participate in Meetings |
| ✔︎ | ✔︎ | ✔︎ |
Create new Performance Reviews |
| ✔︎ | ✔︎ | ✔︎ |
Participate in Performance Reviews |
| ✔︎ | ✔︎ | ✔︎ |
Give Kudos |
| ✔︎ | ✔︎ | ✔︎ |
Receive Kudos | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
Access Engagement Dashboard |
|
| ✔︎ | ✔︎ |
Access Performance Dashboard | ✔︎ | ✔︎ | ✔︎ | ✔︎ |
Access Custom Dashboards | ✔︎ (except Engagement data) | ✔︎ (except Engagement data) | ✔︎ | ✔︎ |
Create or edit Custom Dashboards |
|
| ✔︎ | ✔︎ |
Access Configure |
|
|
| ✔︎ |
Edit KPI Boards |
|
| ✔︎ | ✔︎ |
Export data |
| ✔︎ | ✔︎ | ✔︎ |
💡 If you see an error saying you don't have rights to 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
ℹ️ This requires Admin or Superadmin rights.
Go to the Users list.
Search for the user you wish to edit.
Click on the kebab menu on the right.
Select Edit User.
Make the change (e.g. to role, job title, name, etc.).
Click Save.
You can also edit a user directly from their User page.
Need help?
Start a live chat with our Support team by clicking on the ? at the bottom left or bottom right of your screen.