Manage goal access

Use goal access management to grant specific company members direct access to a goal.

Open goal access settings#

1. Open the goal and go to the Overview tab
2. In the sidebar, click Manage access
3. In People with Direct Access, review current direct grants

Add people with direct access#

1. Click Add People
2. Select a company member
3. Choose the access level to grant: View, Comment, Edit, or Full
4. Repeat for additional people if needed
5. Click Add people

Update or remove direct access#

1. Find the person in People with Direct Access
2. Open the … menu next to their name
3. Choose to update access or remove them from the goal

How direct access combines with baseline access#

A person can receive goal access from multiple sources:

• Company-members baseline
• Space-members baseline
• Direct goal access

Operately uses the most permissive grant as effective access.

For the full model and level definitions, see How permissions work and Goal permissions.

Tip

Grant direct access only when someone needs a level that differs from baseline rules.