In Axy OKR you have three Permission Sets to assign to users with different functions and permissions:
Axy OKR – User. This permission set gives standard access to the app including every app object, mainly Objectives and Key Results. All users of Axy OKR must have this permission assigned
Axy OKR – C-Level User. This permission is designed for C-Level people, Directors, Managers, etc… the team members with the highest responsibility in managing the organization. These users have the same access as an Axy OKR – User but with Full Access to Company Goal records including View All and Modify All permissions.
Axy OKR – Admin User. With this permission set, the assigned user has the same access as an Axy OKR – User, with the ability to access and set up the app in the Setup tab.
Axy OKR – Review Manager. With this permission set, the assigned user will have the ability to configure and manage the Axy Employee Management module:
Create and modify Review cycles
Create and modify Questionnaires
Create and modify Questions
Important note: You have to assign at least one Axy OKR – Admin User, one Axy OKR – C-Level User and one Axy OKR – Review Manager permission sets.
You can add several permission sets to the same user. For example, you can assign Axy OKR – Admin User and Axy OKR – C-Level User to the same user.
To assign them, follow the next steps for each of the three Axy OKR permission sets:
Go to Setup
Find for Permission Sets
Click on any of the Axy OKR permission sets and then Manage Assignments
Click on Add Asignments
You will then see the list of users in your Salesforce org. Check the boxes of the users you want to assign that permission set to and click Assign.
Remember to assign the Axy OKR – User permission to everyone will use the app
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