---
title: "Configuring Succession Planning Settings"
slug: "configuring-succession-planning-settings"
status: "update"
updated: 2026-08-22T16:18:25Z
published: 2026-08-22T16:18:25Z
canonical: "support.builtapp.com/configuring-succession-planning-settings"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.builtapp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuring Succession Planning Settings

*For customers of our Succession Planning module.*

---

## By adjusting your organization’s Succession Planning settings, you can:

- Select the level of [position importance](/v1/docs/setting-a-position-s-importance-level) that requires planning.
- Allow Managers to create and manage their subordinates’ plans.
- Configure Readiness, Performance, Potential, and Flight Risk level labels.
- [Configure your organization’s matrix settings](/v1/docs/configuring-your-matrix-settings).

## To edit your succession planning settings:

*Only Company Admins, HR Admins, and HR Managers can configure Succession Planning settings. Learn more about* [*succession planning permissions*](/v1/docs/managing-user-roles-and-permissions#succession-planning)*.*

1. From the main menu, navigate to the **Succession Planning** page.
2. Click the **Settings** tab, then click the **Edit** button in any section to adjust your settings.
3. Click **Save**.

Please contact our Customer Success Team for additional assistance.

## Additional Resources

[Creating and Managing Succession Plans](/v1/docs/creating-and-managing-a-succession-plan)

[Visualizing and Comparing Succession Plan Candidates](/v1/docs/visualizing-and-comparing-succession-plan-candidates)