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Basic permissions are perfect for companies, where you generally want most of the people to have all permissions, but you’d like to restrict setting up the tool or editing actions for some. Below you can find a detailed description of all the available options.

Note

Switching between these options changes the setting for the whole company.

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Full access

This is the default state of the permissions. When applied, everyone can do anything everything within the app, no actions are restricted.

Global settings control

With this setting onoption chosen, you can decide who can have the access to set up everything in the tool. It’s a great solution when there is a person or a group designated to watch over the OKR process. It allows the others to focus on the OKRs, without worrying about the setup.

Editing control

With this setting onoption chosen, you can restrict all editing capabilities for certain people. It allows them to view the OKRs, it also doesn't restrict the settings, but it prevents people assigned from adding new OKR or editing the existing ones.

Global settings & editing control

Here With this option chosen, you can have a combination of both of the options described above. When a person or a group is not added to both the Editing control and nor Global settings control listslist, they are a Viewer, meaning they can only see OKRs, but they cannot edit, create or set up anything inside the tool. When they are added to just one of the list, the relevant permissions are granted.

Advanced setup

The fifth option available is the Advanced setup. It allows you to granularly define which users or groups have certain permissions, create your own roles and use OKR ownership-based roles to stay aligned with the OKR process when while respecting the boundaries at the same time.

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Note

You have to decide which permissions should be included in the role within the Permissions section of the page.

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Permissions interaction with other access controll systems

OKR for Jira also provides other ways to controll access and visibility.
To understand how these systems interact read https://jqlsearchextensions.atlassian.net/l/cp/cNJs5gas

Tip

Changes in permissions are saved automatically and applied instantly.

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