Manage users, access rights, and system configuration.
Add, remove, and configure user accounts and access types.
Manage the full hierarchy: Org Unit → Department → Team.
Configure goal level names and display order.
Define goal status options, colours, and completion flags.
Configure reporting cycles: Q1, H1, Annual, etc.
Configure how goal progress is measured: percentage, number, currency and more.
Configure contributor types and view the reporting hierarchy.
Set chart colours for departments and teams in the Trends dashboard.
Full history of all actions across goals, users, and system settings.
What each access level can see and do across the platform.
| Access Level | Who | Can Create | Can See | Can Edit |
|---|---|---|---|---|
| System Owner | CEO, Chief of Staff | All goal types and user accounts | Everything across all departments and visibility levels | Everything |
| Leadership | Departmental leads | MWB, Team Goal, Individual Goal | All goals in own department (including private), plus all public goals | MWB and below within own department |
| Manager | Team leads, Heads of | Team Goal, Individual Goal | Team goals and individual goals in their team (and sub-teams), plus all public goals | Team goals and individual goals in their team (and sub-teams) |
| Individual | Individual contributors | Individual Goal only | Own goals and all public goals | Own goals only |
Individual Goals default to private. All other goal types default to public. Owners can change visibility at any time.
Parent rules, framing, default visibility, and create permission are configurable per type. Empty parent rules mean the type is a root (no parent).
Labels used when placing users in the reporting hierarchy.
Nodes available for Reports To and Leads selections. Edit nodes via Team Structure.
Mode
Account