Collaboration roles
Every collaborator is assigned one of three roles:Owner
Full control. Can edit the goal, manage collaborators, and delete the goal.
Editor
Can edit the goal, sub-goals, and progress. Cannot manage collaborators or delete.
Viewer
Read-only access. Can view the goal and all sub-goals but cannot make changes.
The user who creates a goal is automatically assigned as the owner. Each goal must have at least one owner.
Adding collaborators
You can add collaborators from the goal detail page:Enter email address
Type the email address of the person you want to invite. They must already have a Goalst account.
Choose a role
Select whether the collaborator should be a Viewer or Editor. You cannot assign additional Owners.
Managing collaborators
The collaborators list shows all users with access to the goal:- Avatar - First letter of their email in a colored circle
- Email address - The collaborator’s account email
- Role badge - Color-coded by role (green for owner, yellow for editor, gray for viewer)
- Remove button - Delete icon to remove the collaborator (not shown for owners)
Permission checks
Collaboration permissions affect what users can do:Goal editing
- Owners and Editors: Can update title, description, dates, status, priority, and color
- Viewers: Can only view these fields
Sub-goals
- Owners and Editors: Can create, edit, complete, and delete sub-goals at any level
- Viewers: Can see the sub-goal tree but all editing is disabled
Comments
- All roles: Can read comments
- All roles: Can add new comments (commenting is always allowed)
Share links
- Owners: Can create and revoke share links
- Editors: Can view existing links but cannot create or revoke
- Viewers: Cannot access the share panel
Collaborators
- Owners: Can add and remove collaborators
- Editors and Viewers: Can see the collaborator list but cannot modify it
Removing collaborators
Owners can remove any non-owner collaborator:- Hover over a collaborator in the list
- Click the X icon that appears
- The collaborator is removed immediately and loses access to the goal
Removed collaborators do not receive a notification. They’ll simply see the goal disappear from their dashboard.
Updating roles
You can change a collaborator’s role after they’ve been added:Collaboration vs. sharing
Goalst has two ways to give others access to your goals:Collaborators
Account required - Invited by email
Persistent access - Ongoing access to the goal
Identity tracked - Edits show their email
Dashboard integration - Goal appears in their dashboard
Persistent access - Ongoing access to the goal
Identity tracked - Edits show their email
Dashboard integration - Goal appears in their dashboard
Share links
No account required - Anyone with the link
Temporary access - Can be revoked anytime
Anonymous - Viewers appear as “Guest”
Standalone view - Separate page, not in dashboard
Temporary access - Can be revoked anytime
Anonymous - Viewers appear as “Guest”
Standalone view - Separate page, not in dashboard
Use collaborators for team members working together. Use share links for external stakeholders, clients, or one-time sharing.
Real-time updates
When a collaborator makes changes to a goal:- Other users see updates after refreshing or re-querying
- Query invalidation keeps data in sync:
Goalst uses React Query for caching and invalidation. Changes propagate to all users through query refetching, not websockets.
Visibility and scoring
Collaboration affects visibility and scoring:- Dashboard: Goals you own or collaborate on appear in your dashboard
- Scoring: Only the goal owner earns score points for completion
- Sub-goals: Collaborators can create sub-goals that inherit the parent’s collaboration settings
Best practices
Use appropriate roles
Grant Editor only to people who need to make changes. Use Viewer for stakeholders.
Review regularly
Periodically audit your collaborator lists and remove people who no longer need access.
Communicate externally
Goalst doesn’t send email notifications. Tell collaborators when you add them.
Prefer collaborators over share links
For team members, use collaborators instead of share links for better tracking and integration.
Related features
Sharing
Share goals via public or private links without requiring an account
Goals
Learn about creating and managing goals