Who Can Add or Check-In Company Goals Besides the System Administrator?
🧑💼 Who Can Add or Check-In Company Goals Besides the System Administrator?
In some cases, you may want not only the system administrator but also a special group of employees (e.g., C-Level executives) to be able to create, update, or check in company goals.
To grant this permission, you need to create a group and assign the relevant employees to it.
📌 How to Do It
1️⃣ Create a Group
Path: Administration > Definitions > Groups
Click the “Add” button.
In the Group Properties section, check:
✅ “Members of this group can create company goals”
Save your group.
2️⃣ Assign Employees to the Group
Path: Administration > Employees
Find the employee, click the three dots (⋯) → Update.
In the pop-up, go to the “Groups” field and add the group you just created.
Click Update to complete the assignment.
🔓 Once Done, These Employees Can:
Create company goals
Update existing company goals
Check-in on company goals 🎯
💡 Note:
This feature only applies to groups that have been granted this permission.
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