What Can I Edit in a Cadence?
Cadences can be saved as either in Draft or Open status. The Cadence's status determines which elements can be edited.
This article explains which elements can be changed in a Draft Cadence and an Open Cadences.
Required permissions:
The Coaching Cadences: Create Cadence permission is required to edit a Cadence where you are the Owner.
The Coaching: All Access permission is required to edit any Cadence.
What You Can Edit in a Draft Cadence
The Cadence's name
The Cadence's description
The Cadence's scheduling
Cadence Effectiveness metrics
Add, edit, delete, and re-order Steps
Step names
Edit, add, delete, and remove Agenda Items in each Step
What You Can Edit in an Open Cadence
The Cadence's name
The Cadence's description
Associated metrics
Step Names
Add, edit, or delete Agenda Items in each Step
What You Cannot Edit in an Open Cadence
The Cadence's scheduling
Add, delete, or re-order Steps