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Managing Teams & Users

Last Update 6 months ago

What’s the difference between Teams and Users? How do I manage permissions? How do I assign a Key Result (KR) to a team member? What roles and permissions exist in OKRs Tool? How can I create a new team?

How do I manage permissions?

OKRs Tool

Last Update 8 months ago

Go to Team in the sidebar. Select a teammate and adjust their role.

The roles are:

  • Org Admin → Full access, including billing, subscription, and all teams.

  • Team Leader → Manage OKRs and users within their team.

  • Team Member → Contribute to OKRs and initiatives but with limited admin privileges.

Want to add more than on admin? Go to Settings > Admin > OKR Champion and add an existing user. They'll get the same access as an admin.

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