Starting with CodeBot

There are 6 parts to the CodeBot orientation process. If easier, feel free to use this form to share information with the CodeBot team.

Picking a Company Admin

The Company Admin adds users, sets user permissions, and adds instances. Typically, the Company Admin for CodeBot also has some admin permissions for SAP SuccessFactors. Our recommendation is to have multiple Company Admins. Company Admins can change roles.

CodeBot Company Settings

Partner or Client org?

What will the Company be called?

How many hours/executions are in scope?

What type of workbooks will be used (Microsoft Excel or Google Sheets)?

Which Modules are in scope?


Adding the Initial Instances

Please reference the form for all the information and instructions you'll need to add an initial instance: https://codebotforsapsuccessfactors.formstack.com/forms/orientation

Connectivity Testing

Is the bot logging in successfully when running executions?

Are workbooks generating as intended?


Adding More Users to CodeBot

What users need to be added? What permissions do those users need?


The best way to get started is to book a meeting with a CodeBot team member.

Updated on: 21/05/2024