The article is a detailed guide for Creating a new Role along with the permissions, and migrating the role from one instance to another.

Step 1: Access the Role Based Permissions Module.

1. On the CodeBot dashboard click on Role Based Permissions module tile.

2. Then Enter into your workspace.

Step 2: Open the Role Based Permissions Workbook

Open the workbook that you generated from instance 1 and navigate to the RBP Permissions tab. This is where you'll initiate the process of adding the RBP Roles and Assigning RBP Permissions.

1. Create a new role by adding a new column to the right side of the divider.
2. Assign the required permissions for the new role you just created.
3. Set the processing status to pending.
4. Save and close the workbook.

Step 3: : Start Configuration in CodeBot

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

2. If SSO is implemented, login using SSO.

3. Then, enter Execution Notes, check the RBP Roles Permissions checkbox, and click on Confirm and Start to begin the process.

Step 4: Track the Execution Progress

1. Execution is processing. Click the “i” icon to track the progress.

2. Refresh the logs to view updated information.

3. Once Complete, review the logs to see where the changes have been made in the instance.

Step 5: Review Updated Workbook

Re-open the Role Based Permissions Workbook and navigate to the RBP Permissions tab.

1. Successfully updated information will be highlighted in green, and the Processing Status column will display as Passed.

Step 6: Verify in SuccessFactors

1. Open your SAP SuccessFactors instance and navigate to Manage Permission Roles confirm that the new RBP Role along with the assigned Permissions has been successfully created and updated in the instance.

Thank you!

Updated on: 13/06/2026