Roles and permissions

OKRs Tool has four roles — Admin, Manager, Member, and Viewer. The right role for each person depends on their responsibilities.

Roles

Admin

• Full access to all OKRs, KPIs, reviews, and settings
• Can create and delete cycles, departments, and teams
• Can manage billing and the subscription plan
• Can approve domain join requests and reset member MFA
• Sees all performance reviews including private notes

Manager

• Can create OKRs, KPIs, and initiatives
• Can create and manage review cycles for their team
• Sees reviews for members in their department or team
• Can view Predicted Risks and AI Insights

Member

• Can own Key Results and log check-ins
• Can create initiatives and ideas
• Sees OKRs based on visibility settings
• Can complete self-reviews and view shared summaries

Viewer

• Read-only access
• Can view OKRs, KPIs, and reports
• Cannot create or edit anything

Changing a member's role

Go to Settings → Members. Click the role badge next to any member to change it. Only admins can change roles.

OKR visibility

Each OKR has a visibility setting controlling who sees it:

• Organisation — visible to everyone
• Department — visible to members of the same department
• Team — visible only to members of the same team

Change visibility from the 3-dot menu on any OKR card.