Setting channel objectives and privacy levels

Roles and customization

Channel roles and plan roles control who can add or change objectives and advanced settings in channels. Only the channel owner can set or change the privacy level of a channel.

Advanced channel settings for company channels are only available to users who are either plan admins or team managers. Channel owners who aren’t admins or managers won’t see this option while creating or editing a channel.

After a channel is created as a company channel, any admin or manager can change the objective or advanced settings for any channel without being the channel owner.

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Setting the privacy level

You can determine who within your organization can view a channel by setting the privacy level.

1. Click Channels on the navigation bar
2. Open a channel.
3. Beneath the channel title, click Edit Channel.
4. Set the Privacy level to one of the following:
   • Personal—You & people with the link
   • Company
5. If you select Company, you will see these optional advanced settings below:
   • Include in Analytics
   • Display in employee’s “Company” channels

If you choose Company, your channel will be available to anyone in the company.

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Adding and customizing channel objectives

When you create or edit a channel as a plan admin or team manager, you have the opportunity to add an objective. On team plans, objectives are a way to label your channel to align with your team's goals.

Channel objectives appear with a target icon on the channels page, and also appear in channels analytics. You can sort Channels analytics by objectives and see how your teams are progressing toward your company's objectives.

There are three default objectives: Onboarding, Switching technology, and Skilling up. Custom objectives can be created by team managers and plan admins.

To add an objective

1. Click Create Channel. A dialog box will appear.
2. Add a title for the channel.
3. Set an objective.
   • Select an objective from the Objective dropdown menu
     —or—
   • Type a new objective name and click Create objective. Note that objectives are case-sensitive and that other team managers and plan admins will be able to see and use your objective
4. Add a description (optional) and select desired privacy level.
5. Click the blue Done button.

To edit the settings of a channel, open the channel and click the blue Edit Channel button located below the channel title. To edit an objective’s text across all channels with that objective, you will need to edit all affected channels.