Company goals are high‑level objectives that guide your organization’s priorities and direction. To maintain clarity and strategic alignment, you may want to restrict who can create these goals so that only specific leaders or administrators can define them.
Teamflect lets you control which users have permission to create company goals, helping you ensure goal quality, reduce clutter, and maintain consistency across your organization.
This guide explains how to configure these permissions in the Admin Center and what options you have to tailor access for different roles.
How to Restrict Who Can Create Company Goals in Teamflect
Step 1
To change this setting, click on the "Admin Center" button located in the top-right corner of the Teamflect app or head over to https://admin.teamflect.com/.
Step 2
Find "Modules" on the left navigation bar and click the "Goals" tab.
Step 3
Click on the ''Goal types'' option.
Step 4
Here, you will be able to see what goal types there are in your Teamflect account. Find the ''Company goal'' type and click on the ''Edit'' button to edit its usage by the end-users.
Step 5
Next, navigate to the ''Restrict who can add this goal:'' section on the edit screen and make sure it's toggled ON. Then, make the necessary changes from the following options:
Self Assignable: Available to all users, but can only be assigned to oneself.
Managers to their direct reports: Accessible to managers (people who have at least 1 direct report) to be assigned to the direct reports. Only Managers can assign these goals to their direct reports and direct reports have no usage of this goal to assign to other users.
Scoped Admins to the employees in their scope: Restricted to Scoped Administrators to assign to people who are in their scope only (ex: department, location, division, etc.) The Scoped Administrator access type is determined by the User Roles.
Global Admins: Only the Global Administrators will have access to use that goal and assign it to other employees.
Beneficial Use Cases
Centralized Strategic Planning
Limit goal creation to Global Admins or Scoped Admins to ensure company objectives align with leadership's vision.Maintain Organizational Hierarchy
Restrict goal creation to managers or scoped admins to reinforce accountability within departments or teams.Prevent Goal Duplication
Limiting goal creators helps avoid redundant goals, ensuring clarity and focus across the organization.
Note: When done, someone who is not an admin in your company will not be able to see the "company goal" button when they create a new goal. Thus, these people cannot create a company goal.