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# Succession Settings


# This step-by-step guide walks you through updating permissions and dates in the Succession module’s Succession Settings worksheet

 
1.  In your SAP SuccessFactors instance, search for the **Succession Settings** and review the current granted permissions and default dates. Note any differences you will update using CodeBot.
 
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_16k48lf.png)

2. Return to the **Succession** workbook. In the Succession Settings tab:
 
* In the Settings sheets there is no Procession Status column.
* Update the permission values in **columns B, C, and D** as needed, by changing them from **False to True** (or vice versa) for the relevant rows.
* Move past the divider and update the Start Date & End Date in columns G & H respectively.
 
![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_94x277.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_1kbz2wo.png)

4. In the Start Configuration pop-up window: 
 
* Enter your SAP SuccessFactors password.
* Add any execution notes.
* From Advanced Options, select** Succession Settings**.
* Click Confirm and Start to initiate the process.
 

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_cbgooj.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**.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_10m2stj.png)

7. Finally, verify the changes in your SAP SuccessFactors instance: reopen the Succession Settings screen and confirm that the permissions and Default Dates reflect the updates you made via CodeBot.

![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_8ct9q.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!