Succession Feature Permission vs. Plan Owner Access
Compare the capabilities of Users with Succession Permission and Plan Owners. Use this guide to confidently delegate access and responsibilities.
In this article:
Overview:
This article provides a side-by-side comparison of capabilities of Users with Succession Feature Permission and Plan Owners.
Utilize this table to understand the differences in access, visibility, and control between these two user types, so you can delegate responsibilities confidently while maintaining the right level of oversight.
Read more on Succession Plan Assignments and designating Plan Owners here.
User with Succession Permission vs. Plan Owner Access
|
Feature |
User with Succession Permission |
Plan Owner |
|
Create Succession Plans |
✅ |
❌ |
|
Access global overview page |
✅ |
❌ |
|
Assign Plan Owners |
✅ |
❌ |
|
Edit/Remove Plan Owners |
✅ |
❌ |
|
View all Succession Plans |
✅ |
❌ |
|
View assigned Succession Plans |
✅ |
✅ |
|
Add/edit roles in assigned plan |
✅ |
✅ |
|
Nominate/update candidates |
✅ |
✅ |
|
Import/export data |
✅ |
✅ (assigned plan-level)* |
|
Use Presentation Mode |
✅ |
✅ |
*Assigned plan-level means the owner can only access this feature within the specific succession plans they’ve been assigned.
Succession Planning Access Explained
-
If a user already has Succession Planning access in their profile:
-
Full Administrators can see all succession plans (they’re considered Succession Admins).
-
Users who are not Full Admins can only see the plans they own (they’re considered Plan Owners).
-
-
If a user does not have Succession Planning access in their profile:
-
When they are added as a Plan Owner, they will automatically be given Succession Planning access for those plans.
-
-
Focused Admins with Succession Planning access behave like Plan Owners—they can only see the plans they own.