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# Succession – Matrix Grid

# This step-by-step guide walks you through updating permissions and labels in the Succession module’s Matrix Grid worksheet


1. In your SAP SuccessFactors instance, search for the **Matrix Grid** reports (Performance / Potential) and review the current granted permissions and label names. Note any differences you will update.
 

 ![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1e2my65.png)

 
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_7e2ujc.png)
 
2. Return to the **Succession** workbook. In the Matrix Grid tab:

* Set the **Processing Status** in **column B** to **Pending** for the corresponding **Processing Report ID**.
* Update the permission values in **columns H, I, and J** as needed by changing them from **False to True** (or vice versa) for the relevant rows.

 ![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1068oci.png)
 
* Move past all dividers and navigate to **column AO**. Create or update the label names in this column as required.
 
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1wqpcx6.png)

 
* Close the Succession workbook.

3. Back in **CodeBot**, click the **hamburger menu**, and select **Start Configuration**.
 ![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1ak3h8e.png)


 
4. In the Start Configuration pop-up window: 

* Enter your SAP SuccessFactors password.
* Add any execution notes.
* From Advanced Options, select** Matrix Grid**.
* Click Confirm and Start to initiate the process.
 
 ![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_8y0mp3.png)


 
5. **Monitor Progress of the Execution:**

[https://help.sfcodebot.com/en/article/monitor-actions-in-codebot-for-sap-successfactors-1ous0mz/?bust=1748684800798](https://help.sfcodebot.com/en/article/monitor-actions-in-codebot-for-sap-successfactors-1ous0mz/?bust=1748684800798)
 

6. Wait for the execution to complete. Once Complete, reopen the **Succession** workbook — the rows that were updated successfully will be **highlighted in green**, and the **Processing Status** will display as **Processed**.
 

 ![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1t6bqbw.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_ips75.png)


 
7. Finally, verify the changes in your SAP SuccessFactors instance: reopen the Matrix Grid reports and confirm that the permissions and labels reflect the updates you made via CodeBot.

 ![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_5gzky5.png)
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_1m172ll.png)


 
**Note:** If anything doesn’t appear as expected, check CodeBot execution logs and send us the **Tracking Request ID** via the chat box in the lower right-hand corner.

Thank you!