How to manage plan permissions

You can lock editing and viewing of your plan by using the plan permissions.

Plan permissions vs. actions

⚠️ Important note

Initiatives are not part of the editing restrictions. Users can still create and update initiatives in a plan, even if this plan is locked. This is by design to allow the team to easily update the tasks/initiatives that might help reach the desired outcomes.

Locking editing will:

  • Prevent non-editors from changing the objectives.
  • Prevent non-editors from changing the outcomes (including targets and owners).

Non-editors will still be able to:

  • Create and update initiatives.
  • Create and update check-ins.
  • Comment and provide feedback.

How to restrict permissions for your plan

  1. Go to your plan page.
  2. Click on the lock icon on the right side of your plan.
  3. Add at least one editor (add yourself if you don’t want to be locked out).
  4. Update the other permissions as you need.

If you want a plan to be fully private, you just need to set the value for "Everyone in this workspace" to no access.

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