As a user of GoalEnvision you have one of 5 permissions. Actually, there are only 4 user permissions, because the 5th and lowest permission doesn't even have access to GoalEnvision - it is intended for you to be able to invite external people e.g. customers or others to send surveys to them. But more on that in a moment.
The 5 permission levels are:
Owner
Board member
Management team member
Key employee
External (no access)
Paying agent
Here is a matrix that easily explains the differences in the different authorisation levels. Read more below for details on each role.
Role | Owners / Board of Directors | Management team member | Key employee | External |
Edit organisation information | x |
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Change subscription | x |
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Appointing a paying agent | x |
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Editing the mission statement and vision | x |
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Edit About us and logo | x |
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Edit growth targets | x |
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Editing strategic objectives, metrics, assumptions and surveys | x | x |
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Share organisation | x | x |
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Invite users | x | x |
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Assign super admins and lower | x |
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Assign administrators and lower | x | x |
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Create tasks and conversations | x | x |
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Start, restore and update (6 months) Success Index | x |
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Change your own information and image | x | x | x |
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Receiving and paying invoices |
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Let's take a closer look at the 5 authorisations:
1. Owner
The owner role has the highest level of authorisation in the system and has full access to all functions and actions. As the owner of the organisation, you have the ability to change the subscription, appoint the payment manager, edit organisation information and perform other administrative tasks.
As the owner, it is your responsibility to determine the direction and purpose of the organisation. You have the authority to create and modify the organisation's name, vision, mission statement, growth goals, About Us page, and payment manager for the GoalEnvision subscription. In addition, you have the exclusive right to launch the Success Index.
By holding the owner role, you have complete control over the organisation's settings. Only the person who started the organisation in GoalEnvision is the Owner. If you as an owner want to give others the same full rights as yourself, you give them the role "Board Member".
2. Board member
The role of Board Member has exactly the same rights as the Owner.
3. Management member
This includes the members of the management team. First the CEO and then other members of the organisation's management team.
A management team member can set and edit strategic goals, create tasks and discussions and invite or remove users.
The authorisation is based on the fact that the owner has written the vision, mission and growth objectives. Based on these, management members can create and modify strategic goals, the goals' metrics and assumptions, and create tasks and discussion threads.
Management members include the CEO and other members of the company's management team. These individuals have the authority to create and modify strategic goals, define the goals' measurable criteria and prerequisites, and create tasks and discussion forums based on the owner's vision, mission and growth objectives.
Management members play a central role in directing and managing the business. They work together to realise the company's vision and achieve its strategic objectives. By using the owner's policies and objectives as a basis, management members can develop and adapt strategies to meet the needs and challenges of the company.
By creating and modifying strategic objectives, management can set the direction for the company's growth and success. By setting measurable criteria and conditions, they can also evaluate and monitor progress towards these goals.
Management team members can also create tasks and discussion threads to promote collaboration and communication within the management team. By sharing information and ideas, they can jointly make informed decisions and address challenges that arise in the organisation.
To summarise, management members are responsible for translating the owner's vision and business idea into concrete strategies and goals. By working together and using their expertise, they can lead the company to success and fulfil its growth objectives.
4. Key employees
As a key worker, you have access to all information in your organisation, but you are not allowed to change anything other than your own personal data.
5. External (no access)
Users with external access have no visibility in GoalEnvision. When an external user logs in, they will not be able to see any content. This permission level is intended for external parties only. The purpose of having this access level is to allow you to send surveys to external parties to measure the conditions and results.
Paying agent
The role of Paying Agent means that one person is responsible for the payment of GoalEnvision. The Paymaster can be anyone who is appointed to perform this task. It is important to note that the payment manager is a role that can be assigned to different people depending on needs and preferences. The Paymaster for GoalEnvision can be anyone designated to handle the payments for the service.