Regular vs View-Only users

Overview

Gtmhub allows assigning system or custom roles to users. More information on the roles and how to assign them is available in the help article Manage Roles.

This article covers the difference between regular and view-only users.

Regular users

Users that actively participate, facilitate, or implement the OKR process are assigned the below system roles or a custom roles with strictly defined permissions.

Admin
The Admin role has access to view and manage all parts of Gtmhub account. This includes inviting users, creating and managing roles, teams, integrations, etc.
Data
The Data role can access and manage Insightboards, insights, data, setup, and data sources.
User
The User role has a limited set of permissions - it can view and manage objectives and insight boards and view the People module.
Hcm
The Human Capital Management (HCM) role has the same permission level as the User role, but, in addition, it can manage the People module.

NB - A user can be assigned more than one of the above roles.

View-only users

Users that are viewers/watchers of the OKR process but don't actively participate in it are assigned view-only access.

They can't create, update or delete in the Gtmhub platform but can monitor and comment.

NB - If a user is assigned the view-only role they can't be assigned any other roles because they can be either regular participants in the OKR process or viewers.

View-only users access in Gtmhub

Item	Can	Can't
Objectives and Key Results	Comment Co-own an OKR if it is assigned to team the view-only user is part of	Create Update Delete Own individually
Tasks	Comment Filter tasks	Create Update Delete Own individually
Insightboards	Monitor	Create Update Delete
Lists	Can view or edit if the list is shared the list with them
Whiteboards	Can view or edit if the whiteboard is shared the list with them
Employees	Monitor	Create Update Delete
Teams	Monitor	Create Update Delete
Organization	Monitor	Create Update Delete
Badges	Monitor	Create Award Delete

*Users with the view-only role don't see/have access to:

Marketplace
KPIs
Data Sources
Account settings