Co-owners allow you to share the ownership of a Goal. Co-owners have all the same functionality when editing the Goal and updating it's completion as the owner of the Goal does. The main difference between a Goals owner and co-owners is the display of the owners name in the reporting. In Cascade reports, only the owner name will display next to the Goal.
To add a co-owner to a goal, use the edit (pen) icon that sits on the goal.
The Goal Designer will then pop-up, click to the 'Assign' tab.
Here, you will be able to assign the Goals owner and the Goals co-owners. As mentioned above, the Goals owner is the primary owner of the goal. The co-owners are the other Users contributing to the Goals completion.
To assign a co-owner, simply click on a name in the list or use the search to find a User. You will notice as you select each additional User, '(Co-owner)' will display next to the User. You will also notice one User will have '(Owner)' displayed next to them.
If you'd like to switch the User who's currently the Goal's owner to a co-owner, and make another User the owner, you can do this by clicking the 'Make Owner' button.
This will then switch this User to the owner, and the previous owner will become a co-owner.
Accepting Co-owner Invites
If your Cascade Instance has the 'Auto Accept Co-owner Requests' option turned off, when you add a User to a Goal as a co-owner, they will receive an invite via an app notification and email which they will need to accept before they are added to the goal.
The User will receive a link in the email and notification which will take them to the Goal hub of the Goal they've been invited to co-own. On the left hand side of the page they will see a 'Collaboration Invite' button in green.
If they click on this, they will have the option to accept or decline the invite. Once the User accepts the invite, the Goal will then display in their My Goals page.
If your instance has the 'Auto Accept Co-owner Requests' option turned on, you won't have to worry about this. As soon as you add a co-owner to a Goal, they will automatically be added as a co-owner, and will only receive an email notifying them of the new Goal they co-own. The User will see this Goal straight away in their My Goals page.
Adding Co-owners through the Goals Report
Co-owners can also be added to Goals through the Goals Report. If you have the Strategy or the Performance Privilege, you'll be able to view the Goals Report by navigating to the tab with Reports>Goals.
If you scroll down the page and find the Goal Column which displays on the left hand side of the page, you'll see an option to add a Co-owners column.
If you tick this column and then scroll to the top of the page and press the 'Generate Report' button, a report will display with all the Goals in your instance.
If you scroll along till you see the Co-owners column, you'll then be able click and select multiple Users to add as Co-owners to the Goal.