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Delete a Succession Plan

How super admins and custom role users can delete succession plans

Written by Adam

Before you start

Only super Admins and custom role owners with company-wide Succession Planning admin permissions have the ability to delete plans.

Delete a Succession Plan

  1. Navigate to Admin > Performance > Succession Plans.

  2. Select the name of the user whose plan you'd like to delete.

  3. Use the ellipsis (...) in the top righthand corner > Delete.

  4. A pop-up will appear where you can check the box confirming the action of deleting the plan. After you have clicked the box, select the option to Delete.

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