How can I restrict users from moving OKRs?

Profit.co allows users to move their OKR to other Employees, Departments, and Teams. 

Why this Feature?

• By using this feature the Super User can restrict users from moving the OKRs to different levels in an organization.
• Restricting OKR movement ensures alignment with organizational goals, prevents unauthorized changes, and maintains accountability. 
• This enhances the integrity of goal-setting and ensures strategic objectives remain on track.

Note: Only Super User can restrict users from moving OKRs

Step 1

Navigate to Settings → OKRs → Authoring from the left navigation panel.

On the Authoring page Under the General tab enable the toggle for Accept\Reject Moving OKRs option to restrict users from moving OKRs.

Step 2

If enabled, The OKR admin can move the OKR to a User, and the Individual must accept it.

In the case of moving OKR to

• Department - Department heads or authorized users can accept.
• Team - Any team member can accept.

Select the Objective that you wish to move.

Step 3 

In the objective overview page, click on the Ellipsis icon under this click on the Move option to move the Objective.

Step 4 

Choose the user to whom you want to move your OKRs and click on the Select button. For instance, we’re moving an OKR from Michael Scott to an Employee - Elliot Jeff.

In the above case, Elliot Jeff has to accept the request to move the OKR.

By Accepting the request, Elliot Jeff will be the new owner of the OKR.

Note: If he chooses to reject, the OKR will roll back to Roger Smith.

Related Answer Post

To learn more about how to move OKRs, click here.