By default, employees will have limited access to the Succession module. To grant additional permissions for Succession, you must create a custom role with the necessary Succession-related permissions and assign the custom role to the employee. 

Creating Custom Role

1. Click Account Admin towards the top-right.

   

2. Go to Company Setup and click Custom Roles.

   

3. Click New Item... and set up a new custom role. If you want to use an existing custom role, skip to the next step.

   

   

4. Click Add under the Permissions column.

   

5. Use the drop-down menu to select the available Succession permissions and click Add. The following five permissions are currently available for Succession:
   • Succession Menu Development Plans
   • Succession Menu Talent Slate
   • Succession Tab Career Preferences
   • Succession Planning Admin
   • Succession Menu Talent Matrix
   
6. Click Close when finished.

Adding the Role to an Employee

1. Click Edit towards the left of the employee's name.

   

2. Click the Roles tab.

   

3. Enable the custom role you set up.

   

4. Save any changes.