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Configure Company-wide Succession Planning Permissions

Custom role Succession Planning permissions allow admins to give specific employees admin-like access to the Succession Planning tool. Adm...

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Written by Adam Kroboth

Custom role Succession Planning permissions allow admins to give specific employees admin-like access to the Succession Planning tool.

Admin can set Company-wide permissions which will apply to all users. Learn how to configure custom role admin permissions in Set Up Custom Role Admin Permissions.

Succession Planning Permissions

1. Succession Planning Admin

The Succession Planning admin permission allows custom role owners full access to create, view, edit, and manage all succession plans and settings.

Permissions include:

  • Create a new Succession Plan

  • Delete a Succession Plan

  • View and access performance data for all successors in all succession plans.

2. Manage owned succession plans

The Manage owned succession plans permission allows custom role owners access to create, edit, and manage succession plans the custom role owner creates.

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