Overview
To ensure that your account is being administered properly, Gtmhub allows you to set granular permissions.
This enables users in your company to:
- Update and track OKRs progress in agreement with your organization's OKRs process.
- Integrate with other Business Intelligence systems that are used in your company.
Permissions in Gtmhub must be specified for each session. This means that every time when you create a new session or edit an existing one, the account administrator or the OKRs champion should set permissions.
NOTE: If you do not define permissions, the whole account will have access to this session.
Granularity of permissions
In Gtmhub you can set permissions on four different levels:
- Employees
- Teams
- Roles
- Account
Procedure
To set specific permissions, perform the following:
- In the navigation pane, under OKRs, click All sessions.
- In the toolbar, click Create a session.
- In the Permissions dropdown box, select Custom.
- Click + Select from list.
- Click the level at which you want to grant permissions.
Choose between: Employees, Teams, Roles, and Account. - Select the employees, teams, roles, or account that you want to grant permissions.
NOTE: You can assign permissions at more than one level at once. For example, grant permissions to a user and a role at the same time.
- Click Apply.
The selected choices appear in the Permissions section. - For each selected employee, team, role, or account, expand its selector.
A list of all permissions appears. - Choose whether you want to give Read, Update, Delete, Create, or Modify permissions rights.
You do this by selecting and deselecting the respective checkbox. - Save the session.
NOTE: If you assign permissions that you are not part of – for example, assign the session to a team, which you are not part of, you will not be able to access this session, after creating it.
Edit or deny permissions
To remove or edit the permissions of a session, perform the following:
- In the navigation pane, under OKRs, click All sessions.
- Expand the menu of a session that you want to change.
In the dropdown box, click Edit. - In the Permissions dropdown box, click Custom.
For each selected employee, team, role, or account, expand its selector. - Choose whether you want to change the Read, Update, Delete, Create, or Modify permissions rights.
You do this by selecting and deselecting the respective checkbox. - If you want to deny permissions to the employee, team, role, or account, click REMOVE.
- Save the session.