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Help CenterPerformAdministrationSuccession PlanningSuccession Planning module overview

Succession Planning roles

Roles control what a user can view, access, and do in Succession Planning.

This role:

Can do this:

Succession Planning Administrator

Create and maintain succession forms
Configure and manage settings for talent profile, 9-Box, Succession Planning labels, and talent card (display color and indicators)
Create and edit 9-Boxes, succession plans, and talent pools
Monitor and run reports

Succession Planning Editor

Create and edit 9-Boxes, succession plans, and talent pools
Monitor and run reports

Note: Editors can be limited by data rules.