Articles on: Role Based Permissions (RBP)

RBP - RBP Roles Migration

This article will help you in adding a role in one instance and then migrating it to another instance.


Step 1: Access the Role Based Permissions Module.


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




  1. Then Enter into your workspace.




Step 2: Open the Role Based Permissions Workbook


Open the workbook that you generated from instance1 and navigate to the RBP Permission tab. This is where you'll initiate the process of adding the RBP Permision.


Populate the required columns as follows:


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


Note: Make sure the permissions in one instance are similar to the permissions in another instance. For example, if there is view, edit, import, export in instance 1 that must be same in instance 2.



Step 3: : Start Configuration in CodeBot


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



  1. Enter the SAP SuccessFactors Password.


  1. Then, enter Execution Notes, check the RBP Roles 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.


  1. Refresh the logs to view updated information.


  1. Once Complete, review the logs to see where the changes have been made in the instance 1.



Step 5: Review Updated Workbook


Re-open the Role Based Permissions Workbook and navigate to the RBP Roles 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.
  2. Search for the RBP Permission using the Role Name you just created.
  3. Confirm that the new RBP Permission has been successfully created and updated in the instance 1.




Step 7: Migration to Another Instance


  1. Once the role is created, now, we will migrate the role to another instance by clicking the pen icon under the actions menu.



  1. Under Edit Iteration, change the Instance by changing the host address, IAS Host Address, Company ID, and SFSF Username. Lastly, Click on submit form.


  1. Notice that the Iteration has been successfully updated.



  1. Reopen the RBP workbook to the RBP Permission tab, and set the Processing Status to pending. This will initiate the process of migrating the role from Instance 1 to Instance 2.




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



  1. Enter the SAP SuccessFactors Password, Execution Notes, check the RBP Permission checkbox, and click on Confirm and start.




  1. Execution is processing, refresh the logs to view updated information.



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



  1. To verify, open the SAP SuccessFactors instance 2 again and navigate to Manage Permission Roles. Search for the RBP Permission you just Migrated from the Instance 1. Here, notice that the role has been successfully migrated from instance 1 to instance 2 using codebot.





By following these steps, you’ll streamline and automate the creation and migration of RBP Permission, ensuring accuracy and efficiency with CodeBot.


Thank you!

Updated on: 12/06/2026

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