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Anonymous
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Scorecard - how to give user ability to add a goal check-in?

Hi, am new to Scorecards but am very excited about them. 

 

I have users who have "Read, Reshare" permissions on a scorecard, but who are unable to add notes or check-ins to goals. Those options are missing for those users. 

 

How can I give users the ability to add a note or a check-in to a goal? Or is this intentional - that only the scorecard owner can make those updates? 

 

Thank you!

 

See image below - "New Check-In" box is missing from her scorecard: 

wowziewoo_0-1646845679107.png

 

 

 

1 ACCEPTED SOLUTION
Anonymous
Not applicable

SOLVED: 

 

I'd not checked the "Current" and "Status" boxes in permissions below, because both are automated (Current Value pulls from a report, and Status is derived from a set of rules). Once I checked both of those boxes, she was able to add notes. 

 

wowziewoo_0-1646947095158.png

 

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1 REPLY 1
Anonymous
Not applicable

SOLVED: 

 

I'd not checked the "Current" and "Status" boxes in permissions below, because both are automated (Current Value pulls from a report, and Status is derived from a set of rules). Once I checked both of those boxes, she was able to add notes. 

 

wowziewoo_0-1646947095158.png

 

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