Managers and department leaders bridge strategy and day-to-day execution for their teams.
Typical access
In addition to contributor capabilities, leaders often can:
- Create and edit [KPIs](/help/kpis) and [initiatives](/help/initiatives) for their scope
- Create and link [goals](/help/goals) when permitted
- View department dashboards
- Register and edit risks
- Create and assign [action items](/help/action-items)
- Manage department settings (when delegated)
Executives may have broader company-wide views and approval permissions.
Recommended workflow
- Confirm department structure and owners in Settings → Departments.
- Create or review KPIs your team owns — link to goals where applicable.
- Link initiatives to the KPIs they should influence.
- Review [weekly updates](/help/weekly-updates) from your team each week.
- Escalate material issues to the Risk register when needed.
- Capture meeting follow-ups as [action items](/help/action-items) with owners and due dates.
- Use Comments on initiative detail pages for async discussion with the team.
Entity quick reference
See Understanding entities for when to use observations vs risks vs action items vs initiatives.
Weekly updates
Leaders often submit updates on behalf of the department or ensure delegates are assigned. See Weekly updates.
KPI actuals
Ensure KPI actuals are current before leadership reviews, Executive Briefings, AI Summary, or Executive reviews runs.
Permissions
Exact capabilities depend on RBAC v2 roles assigned to you. See Roles and permissions.