> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.sfcodebot.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # CodeBot Role Permission Ver 1.0 The following Role Based Permissions (RBPs) are required to be granted to the CodeBot user for the respective modules. ### SFAPI Login Permission **General User Permission:** * SFAPI User Login ### CodeBot Employee Central Permissions **Manage Foundation Objects** * Import Foundation Data * Manage Organization, Pay, and Job Structures page * Import/Export Corporate Data Model * Import/Export Country/Region-Specific XML for Corporate Data Model **Employee Central API** * Employee Central Foundation OData API (read-only) * Employee Central HRIS OData API (read-only) **Manage Integration Tools** * Allow Admin to Access OData API through Basic Authentication * Manage OAuth2 Client Applications * Manage OData API Basic Authentication **Metadata Framework** * Configure Object Definitions * Access to non-secured objects * Import Permission on Metadata Framework * Manage Data * Configure Business Rules * Manage Configuration UI * Admin access to MDF OData API * Export Permission on Metadata Framework **Manage Business Configuration** * Background Element → View, Edit, Import/Export * Custom Filter → View, Edit, Import/Export * Dynamic Group Filter → View, Edit, Import/Export * Employee Profile Standard → View, Edit, Import/Export * Employee Profile User Info → View, Edit, Import/Export * Format Group → View, Edit, Import/Export * Field Display Group → View, Edit, Import/Export * HRIS Element → View, Edit, Import/Export * HRIS Action → View, Edit, Import/Export * Localized HRIS Element → View, Edit, Import/Export * Localized Person Configuration → View, Edit, Import/Export * Number Format → View, Edit, Import/Export * Person Element Configuration → View, Edit, Import/Export * Section → View, Edit, Import/Export * Tab Element → View, Edit, Import/Export **Manage Foundation Objects Types** * Location Group → View, Edit, Insert and Correct * Geozone → View, Edit, Insert and Correct * Location → View, Edit, Insert and Correct * Pay Range → View, Edit, Insert and Correct * Pay Grade → View, Edit, Insert and Correct * Pay Component → View, Edit, Insert and Correct * Pay Component Group → View, Edit, Insert and Correct * Frequency → View, Edit, Insert and Correct * Dynamic Role → View, Edit, Insert and Correct * Workflow → View, Edit, Insert and Correct * Event Reason → View, Edit, Insert and Correct **Admin Center Permission** * Monitor Scheduled Jobs * Manage Scheduled Jobs **Manage Workflows** * Allow Auto Delegation * Manage Workflow Requests† * Manage Workflow Groups * Professional Edition Manage Workflow Requests * Manage Alerts And Notifications * Manage Workflow Assignments ### CODEBOT Recruiting Management Permissions **Manage Form Templates** * Form Templates * Routing Maps * Rating Scales * Export Performance Management Form Data * Comprehensive template configuration for PMv12 **Manage Question Library** * Question Libraries * Import New Question Library **Manage Recruiting** * Edit Applicant Status Configuration * Manage Recruiting Custom Help Text * Manage Offer Letter Templates * Manage Onboarding Templates * Manage Recruiting Email Templates * Manage Recruiting Groups * Manage Recruiting Settings * Manage Recruiting Sites * Recruiting Email Triggers * Manage Recruiting Templates * Internal and External Career Search Settings * Manage Job Application Field Labels * Manage Job Requisition System Field Labels * Manage Multistage And Late Stage Application Preview * Manage Recruiting Team Settings * Manage external data privacy consent statements * Manage internal data privacy consent statements * Manage Recruiting Languages **Manage System Properties** * Company System and Logo Settings * Data Privacy Consent Statement Settings **Recruiting Permissions** * Recruit-to-Hire Data Mapping ### CodeBot Onboarding 2.0 Permissions **Manage Onboarding or Offboarding** * Administrate Onboarding or Offboarding content * Cancel Onboarding Permission * Initiate Onboarding API Permission * Permission to Cancel Offboarding * Restart Onboarding Permission * Access New Hire Data Permission * Create E-Verify Case * Enable Object Visibility for External Hires **Recruiting Permissions** * Recruit-to-Hire Data Mapping **Manage Onboarding or Offboarding** * Update New Hire Data for External HRIS **Onboarding or Offboarding Object Permissions** * Aggregated Details † → View and Edit * ONB2AssetActivity † → View and Edit * ONB2AssignedComplianceForm † → View and Edit * Buddy Task† → View and Edit * Checklist Task† → View and Edit * ONB2DashboardFilter → View and Edit * Onboarding data collection user configuration → View and Edit * Document Flow → View and Edit * Document Data → View and Edit * Goal Task → View and Edit * Knowledge Transfer Plan → View and Edit * Knowledge Transfer Task → View and Edit * Recommended Link Task → View and Edit * Meeting Task → View and Edit * Message Task → View and Edit * Process → View and Edit * Process Responsible → View and Edit * ONB2ScheduledMessageActivity → View and Edit * Recommended People Task → View and Edit * Prepare for Day One Task → View and Edit * Where to Go Task → View and Edit **Onboarding or Offboarding Admin Object Permissions** * AustraliaSuperannuationConfig → View and Edit * Compliance Bundle → View and Edit * Compliance Configuration → View and Edit * ComplianceFormGlobalMetadata → View and Edit * ComplianceFormMetadataUpgradeDetail → View and Edit * ComplianceFormUploadMetadata → View and Edit * ComplianceMetadataSyncDetail → View and Edit * ComplianceMetadataUpgradeDetail → View and Edit * EverifyConfig → View and Edit * FieldMetaOverrideConfiguration → View and Edit * Onboarding Program → View and Edit * Onboarding Admin Configuration Item → View and Edit * ONB2OffboardingActivitiesConfig → View and Edit * ONB2OnboardeeCardsTrigger → View and Edit * ONB2ProcessVariant → View and Edit * ONB2ProcessVariantStep → View and Edit * Onboarding Read Access Logging Configuration → View and Edit * ONB2ResponsibilityConfig → View and Edit * Trigger I-9 Flow → View and Edit **Onboarding or Offboarding Object Permissions** * Central Orientation Meeting → View and Edit * Onboarding data collection configuration → View and Edit * Equipment Type → View and Edit * Equipment Type Value → View and Edit * Document Template → View and Edit * Process Trigger → View and Edit * Configuration for Prepare for Day One Task → View and Edit ### CodeBot Career Development Planning Permissions **Manage Career Development** * Development Admin * Import Learning Activity by web service * Import User Relationship for Learning Administrator and Educational Representative * Manage Career Path * Configure Career Path Node * Manage Suggested Roles * Manage Mentoring Programs * Admin Career Development Plan Export Data * Career Development Planning Feature Settings ### CodeBot Compensation Permissions **Manage Compensation** * Export Employee Compensation Data * Budget Assignment * Budget Override * Enable Feature Upgrades * Compensation Aggregate Export * Compensation Form Membership * Compensation Management Permission * Compensation Rollup * Generate Compensation Hierarchy for Rollup Report * Manage Compensation Forms * Manage Compensation Planner Permission * Manage Job Code and Pay Grade Map * Manage Merit Matrices * Manage Salary Pay Matrices * Manage Stock Factors Tables * Manage Stock Value Tables * Manage Stock Participation Guideline Tables * Store Compensation Data in Live Profile * Store Compensation Data in Employee Central * Store Compensation Data in MDF * Compensation Plan Activity Audit * Enable Promotion Data Report * View Employee Central Publish Report * Update Compensation Worksheets * Update Compensation Forms for Template * Manage Field Permission Groups * Manage Compensation Summary * Manage Compensation Settings * Manage Compensation Display Settings * Manage Compensation Employee Central Settings * Manage Compensation Number Format Rules * Manage Compensation Design Worksheet * Manage Compensation Plan Instruction * Manage Compensation Budget * Manage Compensation Eligibility * Manage Compensation Guidelines * Manage Compensation Rating Sources * Define Compensation Period Data * Add Edit Stock History * Manage Compensation Stock Period Data * Manage Compensation Modeling * Manage Standard Validation Rules * Manage Statement Templates **Manage Compensation and Variable Pay** * Manage Compensation and Varpay **→** Manage Statement Assignment Group * Manage Compensation and Varpay **→** Manage Statement Templates **Compensation and Variable Pay** * Select All ### Import Export Data Comp: * Manage Compensation and Varpay **→** Manage Currency Conversion Rate Tables * Manage Compensation and Varpay **→** Manage Lookup Table ### CodeBot Proxy Management Permissions * **Reports Permission** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1yaqldh.png) * Manage User Proxy Management ### CodeBot Position Management Permissions **Manage Position** * Access Position Organization Chart * Change Display Date of Position Organization Chart * Mass Copy of Position in Position Organization Chart * View Job Requisition in Position Organization Chart * Create Job Requisition in Position Organization Chart * Select Job Requisition Template in Position Organization Chart * Option to Move Position to New Manager on Job Info Change * Create Fieldglass Job Requisition in Position Organization Chart * Create Position from Position Organization Chart * Access Position Management Settings in Admin Center **Miscellaneous Permissions** * Mass Changes Job Configuration **→ View, Edit and Import/Export** ### CodeBot Time Off Permissions **Manage Time Off** * Time Account * Manage Time Off Structures * Manage Time Off Calendars * Manage Payout * Manage Purchase Leave ### CodeBot Employee Profile Permissions Manage Business Configuration * Background Element → View and Edit * Employee Profile Standard → View and Edit * Employee Profile User Info → View and Edit * Tab Element → View and Edit * View Template → View and Edit ### CodeBot LMS Permissions Manage Learning * Learning Admin Access Permission **Learning** * Learning Access Permission * Options menu (only works if set to user RBP in provisioning ### CodeBot ECP Permissions **Payroll Permissions** * Payroll Administration * Payroll Self Service * Payroll System Information Dashboard ### CodeBot RBP Reports Permissions **Employee Central Effective Dated Entities** * Job Information Actions → View History * Company → View History ### CodeBot RBP Permissions **Enable Dynamic Group Definition Report** To enable the features, go to **Admin Center - Platform Feature Settings** or enter **Platform Feature Settings** in action search. ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1u6y00y.png) **Manage role-based Permission Access** * Add a new user and assign them both **View** and **Edit** permissions. **For Preview instances.** ![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_r68gjz.png =1054xauto) **For Production Instances.** ![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_130jh3f.png =1064xauto) **Permission Role List** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_14hub1f.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_xtcy3g.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_y5ce1l.png =821xauto) ### **Email Notifications Template Permissions** Navigate to Manage System Properties and check the following permission. ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_54xtwl.png =999xauto) ### Permissions Picklist: ![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_h4f5b3.png =1081xauto) ### AdHoc Report ![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_q0xy2a.png =1062xauto) ### PM/GM Feature Setting ![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_cynrkl.png =878xauto) ![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_mj5992.png =882xauto) ###### OData API Permissions: ###### ![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_6rdfaw.png =1007xauto) # ![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_d2mpbx.png) ### Integration Center Permission: ![](https://storage.crisp.chat/users/helpdesk/website/-/5/a/5/3/5a53c0e6e1563400/image_25lvl4.png)