OKRs Tool has three roles — Admin, Manager, and Member — plus OKR-level visibility settings that control who can see individual OKRs.

Roles

Admin

  • Full access to all OKRs, KPIs, reviews, and settings
  • Can create and delete cycles, departments, and teams
  • Can manage billing and plan
  • Can approve domain join requests
  • 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 create OKRs (if permitted), check in, and add initiatives
  • Sees OKRs based on visibility settings
  • Can complete self-reviews and view their own shared summaries

OKR visibility

Each OKR has a visibility setting that controls who can see it on the Goals page and Dashboard:

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

To change visibility, open the kebab (···) menu on any OKR card and select Visibility.

Alignment Map

The Alignment Map always shows all OKRs regardless of visibility settings — it's designed for org-wide transparency.

Assigning roles

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

Domain-based workspace joining

When someone signs up with a company email domain that already exists in OKRs Tool, they can request to join the existing workspace instead of creating a new one. Admins see these requests under Settings → Members → Join requests and can approve or decline.