How to Restrict Visibility for Key Results in Profit.co?

Category: OKRs

Profit.co provides an option to Restrict Visibility for Key Results and Sub Key Results. Key Results assigned to the department can be restricted to selected employees within the department as well as the organization. Restricting the visibility will allow the user to limit the employees to perform actions to the OKRs.

Why this Feature?

This feature enables you to determine the visibility of Key Results. Thus allowing only the selected set of users to make progress and do check-ins on the Key Result and Sub Key Results of the OKRs.

Step 1:

Navigate to All my OKRs and select the Key Result you wish to Restrict visibility.

Click on the Ellipsis ellipse_iconicon and select View from the side navigation panel.

view

Step 2:

In the Key Result page, click on the Overview tab and Enable the Restrict Visibility toggle. Click on the + icon to add Employees, Departments, or Teams.

Note: Restricted visibility works only for the Sub Key result assignment approach and no bottom-up alignment is allowed.

verview tab

Step 3:

A side panel will appear, Add users for those who you want to Restrict Visibility, and Select Apply.

Add-Users

The selected employees will be able to view the Key Results and Sub Key Results and can perform check-ins and track progress for the OKR.

Restrict-Visibility

Step 5:

When you try to add assignees to the Key Results, An Alert message will appear to notify you that the KRs/Sub KRs have Restricted Visibility.

restricted_visiblity

Related Answer Post

To learn more about how to set the department visibility and the access list, click here.

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