Type of Roles

In the context of OKRs, a ‘Creator’ is someone who has created an Objective. An ‘Owner’ is someone to whom the Objective was assigned.  

For example, if a Sales team member (say ‘Steve’) wants to suggest an objective for their marketing team peer (‘Martha’), Steve could add the objective assign it to Martha. Martha in this case is the owner of the Objective, and Steve is the creator. 

Ally supports the following roles within an Organization:

  1. Members (the default role for everyone) can setup and manage their individual OKRs, as well as view all OKRs - the Organization's, other teams' and their colleagues' .
  2. Managers are members who, in addition to their OKRs, own team OKRs and their reportees' OKRs.  
  3. Administrators manage the setup of the organization, and can manage users and teams. An organization can have more than one administrator.
  4. Organization Owner is usually the person who is head of the organization. They can manage members, teams, setup and billing for the account. By default, they own the Organization-level OKRs, but organizational objectives can be owned by other members also.

The following sections describe member permissions:

Objectives and Key Results

Administrators in Ally and the Organization Owner have access to all OKR permissions - they can create, edit and delete any Objectives or Check-ins. 

Viewing Objectives and Key Results

One of the tenets of a successful OKR strategy is transparency; Ally enables all OKRs to be viewed by all members in the organization. 

Creating Objectives or Key Results

By default, all members in the organization can create OKRs for themselves, other members, teams or the organization. This reduces the friction in setting up OKRs and facilitates bottoms-up and lateral alignment of OKRs.  

For example, a team member can propose a team level objective, just by adding an objective of type Team and assign it to the team manager. The manager can accept the suggestion by doing nothing, change it to an individual's objective or delete it. 

Ally allows restricting creation of objectives to Team or Organization Owners only. To implement restrictions, please contact Ally support.

Managing Objectives or Key Results

The table below details what each role can do in Ally:

Creators are by default provided ability to edit and delete objectives. This allows them to change to correct any errors during creation, like incorrect assignment.

Check-ins

While the checking-in process is largely restricted to the those involved in the Objective, Ally encourages cross-team collaboration by letting anyone in the Organization engage with check-ins:

Administrative

All administrative privileges are restricted to members with an Administrator or Organization Owner roles by default. 

User Management

*Available on request; please contact Ally support


Ally allows profile update if the member was invited or added directly via Ally. If your account has SSO enabled, profile update should be done at the source. 

Team Management

*Available on request; please contact Ally support

Admin Management

Other Permissions

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