How can I set the team visibility and the access list?
Category: OKRs
Profit.co allows you to set visibility for team OKRs.
Why this feature?
Using this feature, you can set the visibility options for the team OKRs while creating/editing the team OKRs.
At the department level, you can set 3 levels of visibility.
- Public
- department
- Access list
Using the access list, you can choose the users you want to give access to for visibility.
Step 1
Navigate to All OKRs from the left navigation panel, and switch to the All Teams' OKRs tab. Click on the Edit icon on your preferred objective.
Step 2
When you click on the Visibility dropdown it will display 3 options.
- Public
- Department
- Access List
When you select Public visibility then this department OKR will be visible to all the users in the organization.
When you select the Department visibility then this department OKR will be visible to those who belong to that particular department alone.
When you select the Access List visibility, it will display a search and select option. You can choose any particular employee/department/team name from the search popup window. Only those who are selected from the popup window can see that particular department's OKR.
Note: By Default, visibility is set as Public.
Step 3
If you are creating an OKR using the Step-by-Step method.
In the third step, a choice of visibility will be shown.
Related Blog Post
To learn the process of setting visibility for team OKRs, click here.
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