Clarification on Role Behavior and Owner Type in Succession Plan — Cloud Customer Connect
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Clarification on Role Behavior and Owner Type in Succession Plan

Summary:

Content (please ensure you mask any confidential information):

Dear Team,

I would like to understand the scenarios in which the Owner type is used in the Succession Plan.

As you're aware, the Succession Plan includes three role types:

  • Administrator
  • Candidate Manager
  • Viewer

I’m trying to clarify how the Owner type functions in relation to these role assignments. According to Oracle documentation, a Super User has access to view all succession plans.

In one case, I assigned a user as a Candidate Manager, and when they navigated to My Client Groups > Succession Plans, they had full access to edit all plan details, including the plan type and other configurations. However, access to candidate information was restricted and visible only to a few users.

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