When you create a Huddle Goal in your Coaching and Collaboration Huddles, participants are assigned default roles in the goal (Owner/Collaborator) based on their role in the Huddle. These roles can be edited when creating the Goal. This article explains how your Huddle Participant Role affects how you see and work on Goals in the Huddle.


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  • Users

  • Admin

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  • Account Owner


When creating a Huddle Goal, after you select which Huddle you'd like your Goal to be in, you will see a Roles button appear next to the Huddle Name.

Click on the Roles button to see all Huddle Participants. Each participant will have a default Goal Role based on their role in the Huddle. You can make changes by checking and unchecking Huddle Participants you'd like to be involved in the Goal and also by clicking on the roles next to the Huddle Participant to change their role from the default.

How Huddle Roles determine Goal Roles

Collaboration Huddles

In Collaboration Huddles, the following rules apply to Huddle Participant Roles when determining the default goal role.

Creator - Added to all goals as a Collaborator with all permissions (Viewer, Editor, Evidence, and Reviewer)

Owner - Added to all goals as a Collaborator with all permissions (Viewer, Editor, Evidence, and Reviewer)

Member - Added to all goals as an Owner.

Viewer - Not added to the goal

Coaching Huddles

In Coaching Huddles, the following rules apply to Huddle Participant Roles when determining the default goal role.

Note: You can only create individual goals for Coachee's in Coaching Huddles.

Coach- Added to goal as a Collaborator with all permissions (Viewer, Editor, Evidence, and Reviewer)

Coachee - Added to goal as an Owner

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