The Account Owner and Administrator can create and assign development plans and plan templates. 

Supervisors and users with a custom role can create development plans and plan templates, provided they have the necessary permissions in the settings.

How to give permissions to a supervisor

  1. Go to Users > Roles.



  2. Click on Supervisor.

  3. Under Development Plans Permissions, select these options:
    • Manages development plans for their team
    • Can select desired outcome of development plans
    • Can create and assign development plans to employees in their team





  4. Click on Save.


Great! You’ve set up development plan permissions for supervisors.

How to give permissions to a custom role

  1. Go to Users > Roles.
  2. Click on New Role or select an existing custom role.



  3. Under Development Plans, checkmark one of the following:

    • View reports
    • Select outcome for development plans
    • Create and assign development plans
    • Manage template library and types of plans



  4. Click on Save.