LMS - Adding a new Role ID
This Article will help you understand how to add a Role ID in LMS using CodeBot for SAP SuccessFactors.
Following are the steps that will guide you to the entire process.
Open the LMS workbook and navigate to the ''Role Management'' tab.
Populate the required columns as follows:
Column F: enter a new Role ID
Column G: enter Security DomainColumns H & I: provide Role Type and Description.
Column K: enter Permissions/Role ID
Columns L & M: provide Permission ID and Permission Description
Column O: enter Entity Permission/Role ID
Column P: enter Entity fields
Column S (Apply to all Entities): choose Yes/No from the dropdown.
Column U: enter Function Permission / Role ID
Column V: input Function Entity
Column W: enter a function
Columns Z & AA: choose Yes/No from the dropdown.
Column AC: enter Restrictions / Role ID
Column AD: Input Restrictions / Permissions
Column AE & AF: add Restrictions / Sub Permissions and Restrictions / Function
Column AG: enter Restrictions / Entity
Column C: select Processing / Role ID from the dropdown
Column D: enter Processing Sections
Column B: set the processing status to pending
Close the workbook.
Back in CodeBot, click on the hamburger menu and select Start Configuration.
If the SSO is implemented, Login using SSO, enter Execution Notes, check the Role Management checkbox, and click on Confirm and Start to begin the process.
The status is changed to processing. Click the “i” icon to track the progress of the execution.
Once the status is changed to Complete, screenshots become visible of the changes that were made in the instance.
Reopen the LMS workbook and navigate to the Role Management tab.
Successfully updated information will be highlighted in green.
The Processing Status column will display as Processed.
Open the SuccessFactors instance and navigate to ''Learning Administration'' next search for Role Management and notice that the new Role ID has been successfully created and updated in the instance via Codebot.
Thank you!
Following are the steps that will guide you to the entire process.
Open the LMS workbook and navigate to the ''Role Management'' tab.
Populate the required columns as follows:
Column F: enter a new Role ID
Column G: enter Security DomainColumns H & I: provide Role Type and Description.
Column K: enter Permissions/Role ID
Columns L & M: provide Permission ID and Permission Description
Column O: enter Entity Permission/Role ID
Column P: enter Entity fields
Column S (Apply to all Entities): choose Yes/No from the dropdown.
Column U: enter Function Permission / Role ID
Column V: input Function Entity
Column W: enter a function
Columns Z & AA: choose Yes/No from the dropdown.
Column AC: enter Restrictions / Role ID
Column AD: Input Restrictions / Permissions
Column AE & AF: add Restrictions / Sub Permissions and Restrictions / Function
Column AG: enter Restrictions / Entity
Column C: select Processing / Role ID from the dropdown
Column D: enter Processing Sections
Column B: set the processing status to pending
Close the workbook.
Back in CodeBot, click on the hamburger menu and select Start Configuration.
If the SSO is implemented, Login using SSO, enter Execution Notes, check the Role Management checkbox, and click on Confirm and Start to begin the process.
The status is changed to processing. Click the “i” icon to track the progress of the execution.
Once the status is changed to Complete, screenshots become visible of the changes that were made in the instance.
Reopen the LMS workbook and navigate to the Role Management tab.
Successfully updated information will be highlighted in green.
The Processing Status column will display as Processed.
Open the SuccessFactors instance and navigate to ''Learning Administration'' next search for Role Management and notice that the new Role ID has been successfully created and updated in the instance via Codebot.
Thank you!
Updated on: 24/04/2025
Thank you!