Set up permissions for Goals app
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:
アクセス コントロール
Access controls are set on each individual goal. They are only effective when the user also has the matching group permission.
アクセス制御 | What it allows |
|---|---|
所有者 | Full control of the goal and can assign access controls to others |
編集可能 | View the goal and edit any editable fields: name, description, target, owner Users can also add other editors. Note: Users who have updated a goal will retain their permission to edit. |
閲覧可能 | Read‑only access The user can see the goal but cannot make changes. |
Follower | Receives updates in monthly update feed and digest emails No edit rights |
How to set access controls
Open the Goal you want to share.
Select the Share button (top‑right).
In the Specific access section, select the ► icon.
Locate the person, team, or user group and choose Owner, Can edit, or Can view from the dropdown.
[保存] を選択します。
Note: Adding a user through the Share by email flow automatically grants them the access level you select in step 4. Email addresses and Slack users cannot be assigned a role. They only receive a notification.
Sharing goals
メールで共有する
Open the Goal.
[共有] を選択します。
Type the name, team, user group, or email address.
Choose Can view or Can edit (applies to all selected recipients).
(オプション) カスタム メッセージを追加します。
[共有] を選択します。
Emails and Slack users receive a notification but cannot be assigned a role directly.
Share through a link
Select the link icon next to Share to copy the goal URL.
Paste the link wherever you need (email, chat, docs).
A link does not grant access. Ensure the recipient has the appropriate access control set on the goal.
Managing access controls for shared users
Open the goal.
Select Share then Specific access ►.
Find the user in the list.
Use the dropdown to change their permission or select Remove to revoke access.
Permissions FAQ
質問 | 回答 |
|---|---|
Can an owner change the owner of a goal? | Yes. The owner can edit the Owner field in the goal details. |
What happens if a user has the Can edit access control but no group permission to edit goals? | The access control is ignored; the user can only view the goal. |
Are there “restricted” goals that hide from users without explicit access? | Currently all goals appear as “open” in the UI. Future releases will introduce restricted goals that require explicit Can view or Can edit access. |
Quick reference table
許可レベル | Group permission required | Access control needed |
|---|---|---|
Create goal | Create goals | – |
Edit goal | Edit goal details | Owner or Can edit |
Delete goal | Delete goals | 所有者 |
View goal | View all goals | Owner, Can edit or Can view |
Export goal | Export goals | – |
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