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

✔︎

✔︎

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 edit 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, Growth Board

✔︎

✔︎

✔︎

✔︎

Access Engagement report

✔︎

✔︎

Access Configure

✔︎

✔︎

Edit Growth Board

✔︎

✔︎

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:

  1. Go to Configure

  2. Select the Users tab

  3. Click on the user's 3-dot menu

  4. Edit user

Edit user in Configure Users tab

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.

Did this answer your question?