Overview
Teamflect allows administrators to control whether users can export goals and who has access to this feature. This ensures that sensitive goal data is only accessible to the appropriate users within your organization.
With these settings, admins can:
Enable or disable goal exporting across the platform
Restrict export permissions to specific user roles
Before you start
You must have Admin access in Teamflect
Navigate to the Admin Center
Locate the Goals module settings
How to Manage Goal Export Permissions
Step 1: Go to Goal Settings
In the Admin Center, navigate to the Goals module settings.
Step 2: Enable or Disable Goal Export
Locate the Allow goal export setting and toggle it:
Enabled: Allows users to export goals from the Goals module
Disabled: Prevents all users from exporting goals
Step 3: Select Who Can Export Goals
If goal export is enabled, use the Who can export goals dropdown to define access:
Everyone: All users can export goals
Managers and admins: Only managers and admins can export
Admins only: Only admins can export goals
Step 4: Save changes
The update is automatically saved once the changes have been configured.
Use Cases
1. Restricting Sensitive Data Access
Organizations can limit export permissions to admins only to ensure that confidential goal data is not widely distributed.
2. Enabling Managers to Report on Teams
Allowing managers to export goals helps them analyze team performance and share updates with leadership.
3. Company-Wide Transparency
Granting access to everyone supports a transparent culture where employees can track and report on goal progress independently.
Final Thoughts
Managing goal export permissions gives you full control over how goal data is shared within your organization. By aligning these settings with your company’s data policies, you can balance accessibility with security.