User roles designed to deliver your transformation
User roles and respective permissions are designed to mirror key business roles, enabling your teams to stay organized and accountable for progress. User roles are set at the initiative level, meaning a specific user can be an Owner of one initiative, a Team member of another, and so on.
 Team Member |  Initiative Owner |  Initiative Sponsor |  Strategy Master |
|
|---|---|---|---|---|
| brings initiative to life; reports on progress | leads day-to-day initiative execution | approves initiative charter; removes roadblocks | oversees creation & tracking of the whole strategy | |
| View Strategy on a Page | ✔️ | ✔️ | ✔️ | ✔️ |
| View all Initiative Charters | ✔️ | ✔️ | ✔️ | ✔️ |
| View Progress Update | ✔️ | ✔️ | ✔️ | ✔️ |
| View Progress Update Archives | ✔️ | ✔️ | ✔️ | ✔️ |
| Edit Strategy on a Page | ✔️ | |||
| Edit Initiative Charter | ✔️ | ✔️ | ✔️ | |
| Request Approval for Initiative Charter | ✔️ | ✔️ | ||
| Approve Initiative Charter | ✔️ | ✔️ | ||
| Edit Progress Update | ✔️ | ✔️ | ✔️ | ✔️ |
| Assign Strategy Masters | ✔️ | |||
| Assign Initiative Sponsors | ✔️ | ✔️ | ||
| Assign Initiative Owners | ✔️ | ✔️ | ✔️ | |
| Assign Team Members | ✔️ | ✔️ | ✔️ | ✔️ |
| Set Reporting Cadence | ✔️ | |||
| Set Reminder Schedule | ✔️ |
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