How can I restrict users from moving OKRs?

Profit.co allows the users to control the movement of OKRs to other employees, departments, and teams.

Why this Feature?

Note: Only Super User can restrict users from moving OKRs

Step 1:

Navigate to Settings → OKRs → Controls from the left menu.

Step 2:

In the Control page, scroll down to the Move OKRs section and enable the Accept/Reject Moving OKRs toggle to restrict users from moving OKRs.

Step 3:

Once enabled, Employees can move the OKR to other employees only if the recipient accepts it.

In case of moving OKR to the Departments/Teams, the following members can acknowledge it,

• Department - Department head or authorized users can accept the Move OKRs Requests.
• Team - Any team member can accept Move OKRs Requests.

Step 4:

Select the Objective that you wish to move.

Step 5:

In the objective overview page, click on the Move icon to move the Objective.

Step 6:

Choose the user to whom you want to move your OKRs and click on the Select button. For instance, we’re moving an OKR from Roger Smith to an Employee - Abhi Jacob.

In the above case, Abhi Jacob has to accept the request to move the OKR.

By Accepting the request, Abhi Jacob will be the new owner of the OKR.

Note: If he chooses to reject, the OKR will roll back to Roger Smith.

Related Answer Post

To learn more about how to move OKRs, click here.