Knowledge Base
CodeBot SSO and General Log-In Information
Please see the attached document for all the various SSO and IAS setups that CodeBot can accommodate. NOTE: if your environment has a different login procedure than seen below, please meet with our team and we will help set up CodeBot.
Attachment icon
CodeBot SSO Explained (1).pptxSome readersMFA (Multi-Factor Authentication) for S-ID/Universal ID/IAS
Multi-factor authentication (MFA) is a multi-step account login process that requires users to enter more information than just a password. For example, along with the password, users might be asked to enter a code sent to their email, answer a secret question, or scan a fingerprint.
This article will you help you in setting up MFA.
log in to your SAP instance by entering your credentials.
(https://storage.crisp.chat/users/helpdesk/website/b578874a13583000/36d6afcd-4fea-4eSome readersIAS SSO Configuration for CodeBot
To run executions in SAP SuccessFactors environments that are SSO via IAS, please have your IAS admin see the instructions below...
Select Corporate Identity Providers from the left navigation.
Create New IDP, and Provide Name
(https://storage.crisp.chat/users/helpdesk/website/f4f7a9031a674Some readersManage OAuth 2 Instructions for OData
Manage OAuth 2 Instructions for API KEY and pem Certificate.
Navigate to Manage OAuth2.
Register Client.
(https://storage.crisp.chat/users/helpdesk/website/1e10b18933448e00/78Some readersAdding an Instance Full Process Instructions
Video tutorial here: https://www.youtube.com/watch?v=JNhKBeVtwO8&t=2s
PART ONE - In SAP SuccessFactors, please create the following.
Create a CodeBot Role - the typical name is "CodeBot Role"
Permissions here: https://help.sfcodebot.com/en/article/codebot-role-permission-ver-10-kn05ex/
Create the CodeBot Group - the typical name is "CodeBot Group"
Create the CodeBot user - the typical user name is "codebotuser"
Set API User login exceptions for IP Address restrictionSome readersConfigure Codebot SSO in Successfactors Provisioning
Access to Successfactors provisioning, click on SSO settings.
Select For SAML based SSO:Few readersIP Restrictions for API User
Go to Password and Login Policy Settings
Click Set API login exceptions
(https://downloads.intercomcdn.com/i/o/948432656/95062c931c93b3fe8Few readersMoving an Iteration to another Workspace
CodeBot users can move an iteration to a different workspace to keep their workspaces organized. The main reasons to do this are because:
The user is working on a specific project. So they have cloned the workbook, and plan to create a new workspace for that project.
The workbook is old/deprecated and the user wants to move the workbook to an archived workspace.
To do this, simply click on the Edit Button (Far left on the actions menu, with the pencil).
(https://storageFew readersCodebot MFA Setup using Microsoft Authenticator
To set up Multi-Factor Authentication (MFA) using the Microsoft Authenticator app, follow these steps:
Download the Microsoft Authenticator App:
Ensure you have the Microsoft Authenticator app installed on your mobile device. You can download it from the App Store (iOS) or Google Play Store (Android).
Open the App:
Launch the Microsoft Authenticator app on your mobile device.
Add a New Account:
Tap the '+' icon in the upper right corner of the app to add aFew readersCloning Workbook, making changes and moving to another instance.
Workbooks can be cloned/copied with all the existing information and configuration in it and that’s really simple and time-saving.
This article will help you in:
Cloning the workbook.
Moving cloned workbook from one instance to another instance.
Making changes in a workbook.
The following are the steps:
Navigate to CodeBot for SAP SuccessFactors and enter your login details.
(https://storage.crisp.chat/users/helpdesk/website/f5e8b2d035c6a000/c3ab9c4f-0227-4fFew readersAdding a User in your CodeBot Account
With the help of CodeBot for SAP SuccessFactors, add new users quickly.
Below is the form attached for your reference. This form allows you to add new users and clearly set their permissions.
https://codebotforsapsuccessfactors.formstack.com/forms/adduser
(https://downloads.intercomcdn.com/i/o/740583134/806ee27Few readersInitial Set-Up Guide: New API User
Create the CodeBot Role in SuccessFactors.
Typical names are “CodeBot Role”
Reference CodeBot Permissions Document to find all the necessary permissions for CodeBot functionality.
Create the CodeBot Group in SuccessFactors and assign CodeBot Role to that Group
Typical names are “CodeBot Group”
Add the CodeBot user toFew readersAdding an Instance in CodeBot (Link to form)
If you are a Company Admin, you can add the instances yourself in the Admin Center. This video provides instructions on the process: Adding an Instance as a Company Admin
If you are not a Company Admin, you can either request the instance from your company admin, or fill out the form below:
Please note, after submitting the form, the instance will be ready in 2-10 business days.
https://codebotforsapsuccessfactors.formstack.com/forms/addingFew readersSSO Access to CodeBot Platform
This form gives our team all the info we need to set up the SSO process for both logging into CodeBot, as well as running executions in SAP SuccessFactors from CodeBot. Please note, often the client IT department needs to be involved in these steps. We have added instructions to the form to help this process along.
Link to the form and screenshots are attached below.
(https://codebotforsapsuccessfactors.formstack.com/forms/sso)
(https://storage.crisp.chat/users/helpdesk/Few readers