Restrict Access for Delegates

You can restrict whether delegates can access the succession features, including development plans.

If you're a manager, you can restrict access to succession plans for your delegates:

1. Go to Profile.
2. Go to Settings > Preferences.
3. Under Delegation Access, click Add to add a new delegate or the edit icon to update this access for a scheduled delegate. If you add a new delegate, you need to select their name, delegation reason, and provide an effective period.
4. In the Delegation Access dialog box, go to the Restrict Private Information section and select the Succession Feature Access checkbox. This checkbox isn't selected by default.

If you're an administrator, you can restrict access to succession plans when delegating access:

1. In People, go to the profile of the employee you want to delegate for.
2. Select Security Settings from the left menu.
3. Scroll down to the Security Access section. In the Delegatee tab, select the delegate's name, then select the checkbox in the Restrict Succession Feature Access column. This checkbox isn't selected by default.