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Rhythms OKR Roles and Permissions

Manage roles and permissions in Rhythms to support your OKR program securely.

Updated over 2 months ago

Introduction

Rhythms uses a role-based access control system to help your organization securely manage access, control OKR creation, and foster collaboration while aligning teams to strategic goals. This guide outlines the available roles and their permissions, plus how to configure who can create OKRs at different levels of your organization.

Roles in Rhythms

Rhythms includes several roles to support your OKR program. The table below summarizes each role and its purpose:

Role

Description

Rhythms Platform Administrator

Manages the Rhythms workspace setup for the organization, including user accounts, integrations (SSO, SCIM), and organization-wide OKR settings.

OKR Administrator

Oversees the OKR program, typically an executive or OKR champion. Creates and manages teams, configures OKR creation permissions, and has access to all OKRs across the organization.

Team Owner

Manages a specific team, typically a team lead. Adds members to their team, creates team-level OKRs, and configures team settings like check-in rhythms.

Member

Default role for most users participating in the OKR process. Creates individual OKRs and may create team or organization-level OKRs if permitted.

Guest

Can view OKRs and related data but cannot create, edit, or check in. Ideal for stakeholders needing visibility without direct contribution. Learn more about Guest users here.

Delegate

Assigned by an OKR owner to act on their behalf for specific OKRs. Can edit, check in, view, and align those OKRs. Learn more about Delegates here.

Configuring OKR Creation Permissions

Both Rhythms Platform Administrators and OKR Administrators can control who creates OKRs at different levels. Access these settings at: Settings > OKRs > Permissions

Organization-level OKRs

Control who can create OKRs that apply to your entire organization.

Options:

  • OKR Admins Only - Only Rhythms Platform Administrators and OKR Administrators (recommended for enterprise organizations)

  • Team Owners and OKR Admins - All Team Owners, Rhythms Platform Administrators, and OKR Administrators

  • Everyone - All standard users

Team-level OKRs (Sets default for All Teams)

Control who can create OKRs for teams. This setting applies organization-wide.

Options:

  • OKR Admins Only - Only Rhythms Platform Administrators and OKR Administrators (recommended for enterprise organizations)

  • Team Owners and OKR Admins - All Team Owners, Rhythms Platform Administrators, and OKR Administrators

  • Team Members - Administrators and all members of that team

  • Everyone - All standard users can create for any team

Individual OKRs

Everyone - All users with standard licenses (recommended default)

Permissions Matrix

The table below shows what each role can do:

Action

Rhythms Platform Administrator

OKR Administrator

Team Owner

Member

Create Organization OKRs

Yes, can configure who else can create

Yes, can configure who else can create

No*

No*

Create Team OKRs

Yes, can configure who else can create

Yes, can configure who else can create

Yes*

No*

Create Individual OKRs

Yes

Yes

Yes

Yes

View OKRs

Yes (All in organization regardless of Visibility settings)

Yes (All in organization regardless of Visibility settings)

Yes (OKRs they have access to based on Visibility settings)

Yes (OKRs they have access to based on Visibility settings)

Edit OKRs

Yes (all OKRs)

Yes (all OKRs)

Yes (OKRs with their Team or child Teams; Must have access based on Visibility settings)

Yes (OKRs they own or are assigned to as a Delegate)

Align OKRs

Yes

Yes

Yes (Must have access based on Visibility settings)

Yes (OKRs they own or are assigned to as a Delegate)

Perform Check-Ins

Yes

Yes (for OKRs they can edit)

Yes (for OKRs they can edit based on Visibility settings)

Yes (for OKRs they can edit)

Add Users to Organization

Yes

Yes

No

No

Add Users to Team

Yes

Yes

Yes (to their team)

No

Create Teams

Yes

Yes

No

No

Deactivate Users

Yes

No

No

No

Configure Integrations (e.g., SSO, SCIM)

Yes

No

No

No

*Action can be performed only if permitted by organization-wide settings configured by administrators.

Note on Visibility: For OKRs with "Limited" visibility, users need explicit visibility grants to view or edit them, even if their role would normally allow editing (e.g., Team Owners for their team's OKRs). Visibility is automatically granted to OKR Owners and Delegates. Public OKRs are visible to all roles except where explicitly restricted. Learn more at about visibility here.

Additional Role Permissions:

  • Guest: Can view OKRs based on visibility settings but cannot create, edit, align, or check in

  • Delegate: Can edit, view, align, and check in on delegated OKRs as if they were the owner

Frequently Asked Questions

What's the difference between creating an OKR and being assigned as an owner?

When you create an OKR, you automatically have permission to edit and check in on that OKR, even if you assign ownership to someone else. Both the creator and the assigned owner can manage the OKR.

Why can all users in my organization create OKRs at any level?

Organizations created before permission controls were introduced default to permissive settings (everyone can create OKRs at all levels). This preserves existing workflows. Administrators can adjust these settings anytime under Settings > OKRs > Permissions.

Can Team Owners customize permissions for their specific team?

Not yet. Currently, organization-wide defaults apply to all teams. Team-level customization will be available in a future update.

What happens if I restrict permissions after users have already created OKRs?

Existing OKRs remain unchanged. Users retain their ability to edit and check in on OKRs they created. New permission settings only affect future OKR creation.

Which permission setting is right for my organization?

  • Enterprise organizations: Restrict strategic control by setting Organization OKRs to "Admins Only" and Team OKRs to "Team Owners." This ensures alignment comes from the top while teams maintain autonomy.

  • Startups and small teams: Encourage participation by setting most levels to "Team Owners" or "Everyone." This enables bottom-up goal-setting and broader engagement.

  • Growing organizations: Use a hybrid approach—restrict Organization OKRs to "Admins Only" to maintain strategic alignment, but set Team OKRs to "Team Members" to empower teams as you scale.

How do OKR creation permissions differ from visibility settings?

Creation permissions control who can create OKRs. Visibility settings control who can see specific OKRs. Learn more at about visibility here.

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