How to Share OKRs with Other Users

Agility users now have the ability to share their Objectives and Key Results (OKRs) with specific individuals within the organization, enabling controlled collaboration and visibility. A new Shared With field has been implemented, allowing OKR owners to grant specific colleagues access to view and/or edit their OKRs, regardless of the OKR's overall visibility setting (Private, Publicly Readable, Publicly Editable).

Granular Access Control

• View Access: For Publicly Readable OKRs, all users can see the OKR, but only the owner and those explicitly shared with can edit them.
• Edit Access: Users explicitly added to the Shared With field gain full editing rights to the OKR, including modifying fields, adding associated assets, linking objectives, commenting on key results, copying, duplicating, and deleting the OKR.
• Private OKR Sharing: Even when an OKR is set to Private (normally visible only to admins and the owner), the owner can share it with specific individuals, granting them full editing access.

Procedure to Share Private OKRs with Other users

1. Log in to Agility, click the hamburger menu > OKRs.
2. In the OKRs page, select an OKR which you want Share with other users
3. Enter the username and select the user to Share the OKR