Succession Plan - How the incumbent can view and edit the plan? — Cloud Customer Connect
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Succession Plan - How the incumbent can view and edit the plan?

Summary:

I'm adding succession plans and would like the incumbent to be able to view their own plan and make changes. A specific role has been created to allow the incumbent to view their succession plan card. Currently, when I log in (for testing) with the relevant user, I can't see the card. Do you have any suggestions?


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