Permissioning the Matrix Grid Reports

To allow users to use the Matrix Grid Reports, the following Succession Planner permissions must be granted under Manage Permission Roles:

• Succession Management and Matrix Report Permissions: The target population associated with this permission controls the employee population that is visible to a given user in the Matrix Grid Reports (this permission also grants visibility to successors and icons in the Succession Org Chart).
• Matrix Report Permission: Allows users to access both Matrix Grid Reports (if both Matrix Reports are enabled). It's currently not possible to grant permissions to only one of the Matrix Grid Reports, but not to the other.

The key learning points of this lesson are:

• Succession Planner permissions must be enabled under "Manage Permission Roles" to grant user access to Matrix Grid Reports.
• Permissions determine the employee population visible to users and provide visibility to successors and icons in the Succession Org Chart.
• Users can access both types of Matrix Grid Reports if enabled, as permissions cannot be restricted to only one report.