How can we enable line managers to create their succession plans and add their direct reports as candidates?

The predefined Line Manager role with the View Manager Hierarchy person security profile doesn’t allow managers to edit their own records.

So, you need to create a custom role and assign this role to managers in addition to their predefined Line Manager role.

1. Create a custom abstract role.
2. Add these aggregate privileges to the custom abstract role:
   • Create Succession Plan for Worker
   • Edit Succession Plan and Manage Candidates
3. Assign the predefined View Own Record person security profile to this custom abstract role.
4. Provision the role to managers who need to manage their own succession plans.
5. Run the Regenerate Data Security Profiles and Grants scheduled process to regenerate the role.