Sobject Key Result and KPI uses data from Salesforce Object. Any object in Salesforce can be made available in Sobject/KPI using this setting. To add one or more Salesforce Objects, select the required objects and move to the Selected area using the arrow buttons. Click update to save the selection. Objects can also be removed by removing the objects from the Selected area and click update to save the latest selection.
Click Manage Licenses
Here the Allowed Licenses and the User Licenses numbers are displayed. You can also see the list of users who already has the OKRify license. Click Add Users to add the license to a user.
Select the users and click Add to add OKRify licenses to the selected users.
Permission Sets
OKRify provides the below permission sets that can be used as it or can be cloned to create a new permission set.
OKRify user permission set can be assigned for all OKR users. Below is the high level overview of access for this permission set
- Create/Edit OKR
- Create Key Result Progress Update
- Edit Team
- Create/Edit Team Members
- View Periods
- Create/Edit KPI
OKRify Admin permission set can be assigned to the administrator who will manage settings for OKRify, Teams, and Periods. Below is the high level overview of access for this permission set
- Settings(Tab)
- Create/Edit Periods
- Create/Edit Team
- Create/Edit Team Members
OKRify KPI Modify All permission can be assigned to users that need access to Edit and view any KPIs. Below is the high level overview of access for this permission set.
- Edit all KPIs
OKRify Modify All permission can be assigned to users that need access to Edit any OKRs and Update progress for any key result. Below is the high level overview of access for this permission set.
- Edit any OKR
- Update progress for any key result
OKRify Scorecard Admin can be assigned to users that need access to Create a Scorecard. Below is the high level overview of access for this permission set.
- Create a Scorecard
- Edit a Scorecard
OKRify Scorecard User can be assigned to users that need access to view a Scorecard results. Below is the high level overview of access for this permission set.
- View Scorecard Results
OKRify Scorecard Admin can be assigned to users that need access to update Meeting Settings. Below is the high level overview of access for this permission set.
- Update Meeting Settings
OKRify Scorecard Admin can be assigned to users that need access to access Meeting feature. Below is the high level overview of access for this permission set.
- View Meeting Tab
- Create Meeting
- Update Meeting
OKRify Contest Admin can be assigned to users that need access to Create a Contest. Below is the high level overview of access for this permission set.
- Create a Contest
- Edit a Contest
OKRify Contest User can be assigned to users that need access to view a Contest results. Below is the high level overview of access for this permission set.
- View Contest Results
This permission is not part of the OKRify managed package and can be created in OKRify Settings tab - Load Defaults by clicking the Push Topic button. OKRify_Meeting_Pushtopic_AutoUpdate permission set is required for real time updates in meetings.
