In this Article:

  • Types of Roles

  • Objectives and Key Results

  • Check-ins

  • Administrative

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/Regular Users (the default role for everyone) can set up and manage their individual OKRs, as well as view all OKRs - the Organization's, other teams' and their colleagues' .

  2. Observers, as opposed to Regular Users, can't create, edit, or own OKRs. However, they can view all entities and OKRs like Regular Users.

  3. Managers are members who own their OKRs and their reportees' OKRs.  

  4. Team Owners are members who own team OKRs. 

  5. Team Admins are members who can manage team members. 

  6. Organization Admins manage the setup of the organization and can manage users and teams. An organization can have more than one organization admin.

  7. Organization Owner is usually the person who is head of the organization. They can manage members, teams, set up 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/regular user permissions:

Permission levels on Individual OKRs

Permission levels on Team OKRs

Objectives and Key Results

Org Admins and the Organization Owner in Ally 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 primary team manager. The manager can accept the suggestion by doing nothing, change it to an individual's objective or delete it. 

Managing Objectives or Key Results

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

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


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


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

User Management

*Available on request; please contact Ally support

Ally allows profile updates if the member was invited or added directly via Ally. If your account has SSO enabled, a 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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