Set up permissions for goals

Goal permissions is currently in early access and only select customers have access. This feature will be rolled out to all customers later this year.

In the Goals app, access and edit permissions are currently set for each individual goal. There are a few controls to understand when giving specific access to a goal:

Permission levels

Permissions to access and edit goals are set on each individual goal.

Permission level	What it allows
Owner	Full control of the goal and can provide permissions and access to others
Can edit	Assign Can edit permission to other people or teams Change goal name and description Change goal Owner Post and edit updates (status, score, and target date) Add teams to the Teams field Add metrics Change start date Update custom fields Add learnings, risks, and decisions Archive or unarchive a goal
Can view	Above details will be read-only, but people with Can view access can still: Change project connections Change focus area connections* Change Jira work item connections* Change Jira Align work item connections* Add or remove followers Add or remove tags *As long as they have the appropriate permissions on the related app.
Follower	Receives updates in monthly update feed and digest emails Others can only follow projects they can view

How to manage permissions

Each goal has two access settings to let you manage permissions to view or edit:

General access lets you quickly provide all users can edit or can view permissions.
Specific access is where you can specify users that have can edit or can view permissions, and manage who is following a goal.

Set general access

Open the Goal you want to change access to.
Select the Share button at the top‑right.
In the General access section, select an option:
1. Can edit allows anyone with app access to view and make changes to the goal.
2. Can view allows anyone with app access to view the goal and take some actions listed in the table above.

Set specific access

Open the Goal you want to change access to.
Select the Share button at the top‑right. In the Specific access section, select the icon.
Locate the person, team, or user group and select Can edit or Can view from the dropdown to change their permissions. You can also select Remove to revoke specific access.
Select Save.

A goal can be shared with others, who will receive a notification via email.

Open the Goal.
Select Share.
Type the name, team, user group, or email address.
Choose Can view or Can edit (applies to all selected recipients).
Select Share.

Copy a goal's link to your clipboard to quickly share it anywhere.

Select the link icon next to Share to copy the goal URL.
Paste the link wherever you need (email, chat, docs).

Note: A link does not grant access. Ensure the recipient has the appropriate permissions set on the goal.

Permissions FAQ

Question	Answer
Who can change the owner of a goal?	Both owners and editors can edit the Owner field in the goal details.

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