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.
