Articles on: LMS

LMS - Role Management

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.


  1. 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 Domain
  • Columns 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.



  1. Back in CodeBot, click on the hamburger menu and select Start Configuration.



  1. 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.



  1. The status is changed to processing. Click the “i” icon to track the progress of the execution.



  1. Once the status is changed to Complete, screenshots become visible of the changes that were made in the instance.



  1. Reopen the LMS workbook and navigate to the Role Management tab.


  • Successfully updated information will be highlighted in green.







  1. The Processing Status column will display as Processed.



  1. 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: 08/05/2025

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