Workbook Insights & Capabilities: Role-Based Permissions

Config Tab

Allows pre-filtering options before generating a workbook;

some workbooks include formatting options.

Review only specific roles or group types (e.g., static groups only).

RBP: Allows pre-filtering of roles or groups before extraction.

Field Overrides

Extract of all fields that have an override set in RBP.

Review existing overrides;

change existing overrides; add new overrides.

Commonly used during audits or cleanup cycles.

RBP Groups

List of all existing RBP Groups including ID & name.

Rename existing groups;

add a new empty group (no expression values).

Do not edit/add Group IDs — they are system-generated. If environments aren’t refreshed, IDs differ → one workbook cannot migrate changes across multiple environments. Create new workbooks per instance.

RBP Roles

List of all existing RBP Roles including ID & name.

Rename existing roles;

add a new empty role (no permissions).

Do not use this tab to update permissions — use RBP_Permissions. Role IDs are system-generated.

Permission Groups

Shows included/excluded people pools and criteria for each RBP Group.

Update existing pool criteria;

remove pools;

add new pools/criteria;

create new group with pools/criteria.

Essential for dynamic population adjustments.

Permission Groups Categories

Extracts list of People Pool Category options available.

Compare categories across environments;

validate category availability before migrating changes.

Useful for multi-instance harmonization.

Grants To Target_DataAccess

Extracts Target Criteria section of RBP Role Assignment.

Limit role assignments by MDF, Position, or other criteria.

Used for granular role assignment logic.

Roles Grants To

Extracts Source & Target groups granted to each RBP role, including standard roles, manager/HR relationships, and populations.

Update existing source/target;

add new source/target; remove criteria.

RBP_Permissions

Shows granular permissions available and what is assigned per role.

Update/change/remove permissions;

add new role and assign permissions.

Set Process Permissions to NO except for permissions being updated.

Requires two fields to be set: Process Permission + Pending.