Q: Access Levels

Is it possible to limit access for team members? I want to track OKRs for my clients, but only want my clients to see their data only.

slbsellshomesPLUSAug 9, 2025
Founder Team
frank940

frank940

Aug 12, 2025

A: Yes, as of today, that is possible. In a plan, you can add collaborators. This means you create a plan for each of your clients and then add them as a collaborator.

You will see all plans, but your clients only see the plans they are assigned to.

Good luck!
Frank

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