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Share an objective with another professional
Share an objective with another professional

You can allow your business to see or edit a client's objective or do it for a specific person.

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over a week ago

Share to the whole company

You can do advanced sharing of a goal. So your whole business will be able to see or modify a client's goal depending on what you have chosen.

Share to a specific person

Just like sharing at your business, you can choose a specific person to share the rights for a goal.

Further information

Only the person who created the goal will be able to modify or delete it.

⚠️ Exception:

  • If the stakeholder who created the objective is deleted from the client's file, the new one can modify or delete this objective.

  • If "full control" have been shared to a particular person or company, they will be able to make changes or deletion.

To see all the help articles related to the goals, click here.

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