Assigning Consultant and Administrator Permissions

Objective

After completing this lesson, you will be able to assign the permissions for SAP SuccessFactors Onboarding consultants and administrators

How to Assign Onboarding Role-Based Permissions for Consultants and Administrators

SAP SuccessFactors Onboarding uses role-based permissions to assign access to all users, including consultants, administrators, and onboarding participants. Having all permissions in one tool makes it easier to manage access.  

Note

Consultants should assign themselves all Onboarding role-based permissions in order to fully set up and implement the solution for customers. Administrators should be assigned the same permissions as well so that they have all necessary permissions to manage and maintain the Onboarding solution after the implementation. 

In this video, you will learn about the following:

  • The different types of permissions for the Onboarding consultant and administrator

  • Which permissions are typically assigned to Onboarding participants

  • How to locate the Onboarding permissions

Note

This video does not describe each Onboarding permission in detail. For a complete list of permissions and descriptions, refer to the Role-Based Permissions for Administrators in Onboarding and Offboarding section of Implementing SAP SuccessFactors Onboarding on the SAP Help Portal. As a learner in this course, it is highly recommended that you review this list and bookmark the link as you will need to reference it during future implementations with your customers.

Steps

  1. Select Permission Role Detail → Permission → User Permissions to assign user permissions.

    User permission categories include the following:

    • Employee Data

    • Onboarding or Offboarding Object Permissions

    • Compliance Object Permissions

    • Onboarding Or Offboarding Permissions

    Additional permissions may be required for integrations with other modules.

  2. Scroll down to Administrator Permissions to assign administrator permissions.

    Administrator Permissions include the following:

    • Employee Central API

    • Manage Hires

    • Configure Document Management

    • Configure DocuSign eSignature

    • Metadata Framework

    • Onboarding or Offboarding Admin Object Permissions

    • Email Framework Object Permissions

    • Manage Business Process Engine

    • Manage Onboarding or Offboarding

    • Configure Email Framework Permissions

    Note

    If having proxy users for the Onboarding administrator is a requirement, the proxy users need to be assigned the following proxy permissions:

    • Admin Center

    • Admin tools

    • Onboarding

Result

You have assigned Onboarding Role-Based Permissions for consultants and administrators.

Assign Onboarding Consultant and Administrator Permissions

Business Example

The organization wants to provide the Onboarding administrator with the same level of access as the consultant had during implementation. This will allow them to make a lot of changes to their setup, including creating a brand new process. This is particularly useful for business process improvements. In this exercise, you will assign all administrator permissions for every feature in the SAP SuccessFactors Onboarding solution.

ExerciseStart Exercise

Steps

  1. In the instance, navigate to Manage Permission Roles using Action Search. 

  2. Choose Create New.

  3. In the Role Name field, enter Onboarding Admin.

  4. Under item 2 choose Permission then locate and grant (select) role-based permissions for your administrators on the Permission Settings screen.

    Use the tabulated list of Role-Based Permissions for Administrators in Onboarding and Offboarding from the implementation guide in SAP Help Portal. Use the filters available for Solution and Under User or Administrator Permissions columns to filter Onboarding and Admin respectively.

  5. Choose Done.

  6. To grant a role to a group, under item 3, choose Add then Grant this role to.

  7. Under item 1, choose Select then Define whom you want to grant this role permission to and choose the System Administrators group.

  8. Choose Done.

  9. Scroll down to the bottom of the screen and choose Save Changes.

  10. For the role-based permission changes to take effect, log out and back in to the instance.

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