Granting Edit Access to Company Goals #
If you’ve given a company user access to view company goals and now want them to have edit permissions, you’ll need to adjust access at the individual goal level.
Steps to Grant Edit Access #
- Go to the Company Goals Dashboard.
- Locate the specific goal where you want to provide edit rights.
- On the right-hand side of that goal, click the three dots.
- Select Edit.
- In the edit settings, add the company user(s) you want to grant edit access.
Important Notes #
- Access is goal-specific: You must repeat this process for each company goal that user(s) should be able to edit.
- Default access is view-only: Even if someone can see the Company Goals Dashboard, they cannot make changes until explicitly granted edit rights.