How do I view my account goals

This article will tell you how to view your account goals.

To view Account Goals, users must be set up with the appropriate Account Role
security rights.

• Log into your imPowr.
• Click on System.
• Click on Account Roles in the Settings & Security section of the System menu:

• Select the appropriate Account Role.

Entity Rights:

• Edit the Entity Rights.

• The View, Add, and Edit for the the Goals entity should be enabled.

  • You may want to consider having the Delete unchecked – no need to have users delete goals.

• Click on Save.

Functional Rights:

• Edit the Functional Rights.
• Expand the Menu - Engagement
• Make sure the Page - Account Goals is checked (this functional right allows the display of and access to the Account Goals page).

• Click on Save.

The Goals can now be viewed.

NOTE: The Page - Account Goals in the Other Pages Functional
Rights section allows you access to the Individual Learning Goals.

NOTE: The Page - Client Goals in Other Pages Functional
Rights section allows you access to the Client’s goals.