Setup Details

Step 1

Navigate to the Goals page using the left side navigation.

Navigate to Dashboards

Step 2

Find the Goal you would like to assign and click on the Assign icon.

Use the action button

Step 3

You can either select a team member your would like to assign to or enter an email address to send a new user invite.

Enter name

Step 4

Specify whether you would like the team member to be able to edit the goal properties.

Enter name