How to hide nominees and successors information in Lineage Chart?
SuccessFactors BIZX: Succession & Development
Reproducing the Issue
- Under Succession, go to Lineage Chart
- Could see number of successors for a given position
Once Lineage Chart is enabled, then all users that have access to the succession org chart will also have access to the lineage chart.
The lineage chart follows the same rules as the succession org chart to determine whether a user is allowed to see successor information. This is primarily dependent on the "Succession Management and Matrix Report permissions."
If the "Allow succession planners to view successors on org chart nodes" option is enabled in Org Chart Configuration Admin Tool (Admin Tools > System Properties > Org Chart Configuration > Succession org chart tab (Additional Options)), then users with "Succession Planning" permissions can also view successor information.
If a user views the Lineage Chart and encounters a node for which they do not have visibility based on the above rules, the Lineage Chart will mask the number of nominations and successors for that node, and also show a gray node as a successor to indicate that that person may or may not have any successors named.
Currently, it is only possible to remove both "# of Nominations" and "# of Successors Information" from the Lineage Chart, based on the above rules. If "Allow succession planners to view successors on org chart nodes" option is enabled, you will need to remove both "Succession Management and Matrix Report permissions" and "Succession Planning Permissions". If the option is not enabled, you will only need to remove "Succession Management and Matrix Report permissions".
Hide successors in Lineage Chart , KBA , LOD-SF-SCM , Succession Management , Problem