Setting Up Roles in Career Site Builder

Objective

After completing this lesson, you will be able to set up roles in Career Site Builder

Administrator Roles in Career Site Buider

Setting up roles in Career Site Builder (CSB) is very important because many backend settings are available within CSB that should be accessible to trained admins only. Until you set up roles and permissions in CSB, all users with access to CSB have all permissions.

The consultant needs to talk with the customer about their organizational structure to determine how the roles and permissions will be configured and assigned. Only one role can be assigned per user, and users who access CSB from Command Center have all permissions.

Use Cases for Career Site Builder Roles

Use cases for roles in Career Site Builder include the following:

  • The leading practice is to provide the customer’s SAP SuccessFactors Recruiting super admins with the Is CSB Admin permission. Remember to do this immediately upon enabling roles in Career Site Builder. These users will have all permissions in CSB, and can set up roles going forward. Do not assign a CSB role to these users.
  • Other admins may be provided with all permissions with the exception of backend and technical functions. See the Admin Role example.
  • It is leading practice to create a role for technical users that includes global settings, Java script, custom components, pages, and site setup permissions. Note that we do not recommend changing site kits after a site has been created; restrict that permission to only the super admins. See the Technical Role example.
  • Customers commonly have a user or team who maintains the pages on the career site, but do not import/export from the site. See the Update Pages Role example.

There are many other ways for customers to segment permissions. Examples:

  • If the customer has multiple brands, a user or team may be permissioned to edit the brand elements.
  • Specific users may be responsible for updating pages for different locales.
  • Sometimes the responsibility for data capture forms and landing pages are separate from other pages.
  • The recruiter submits requirements and the page is built for them.

Steps to Set Up Roles

To set up CSB role-based permissions, complete the following steps:

  1. Enable CSB Role Based Permission.
  2. Create the roles. On the Roles page, on the Roles tab, turn the CSB Role Based Permission toggle on.
  3. Assign to Admin Users.

    Notice the following in the use case presented in Figure 19, Assign Roles to Admin Users:

    • The HR Coordinator "Is CSB Admin" (has all permissions in CSB).
    • Carol Clark has been assigned the Admin Role.
    • Lora Okamoto has been assigned the Technical Role.
    • Paula Price has been assigned the Update Pages Role.
    • Grace Griffin is part of Recruiter SSO but cannot access CSB because she has no permissions assigned.
    On the Roles page, select the Admin Users tab to assign roles to Admin Users.

Role Examples

Some sample permissions for the Admin Role are displayed in the figure that appears below.

Use the Permissions page to assign permissions for the Admin Role, for example, Import Export, Site Source Editor, Locations, or Email Layout.

Some sample permissions for the Technical Role are displayed in the figure that appears below. Work with your customer on their special needs.

Users with Site Configuration permissions are presented with a pop-up banner when the SSL certificate is going to expire in less than 90 days. See more information about renewing the career site SSL certificate in the Move to Production unit.

Use the Permissions page to assign permissions for the Technical Role, for example, JavaScript & Cookie Manager, Import Export, or Manage API Credentials.

Some sample permissions for the Update Pages Role are displayed in the figure that appears below. Work with your customer on their special needs.

Use the Permissions page to assign permissions for an Update Pages Role, for example, Color Editing, Home Pages, or Job Layout.

Set Up Roles in Career Site Builder

Business Example

Enable the use of roles within Career Site Builder, create some basic roles that are commonly used by customers, and assign roles to users who are part of Recruiter Sync.

Task 1: Enable CSB Role-Based Permission and Create Roles

Steps

  1. Navigate to CSB → Users → Roles.

  2. Enable CSB Role Based Permission and select Confirm.

  3. From the Admin Users page, confirm that the HR Coordinator and several members of the Staffing group are listed. If not, see the Site Setup unit in this course and complete the Enable Recruiter SSO exercise.

    Note

    Leading practice is to sync admin users to CSB, rather than our Staffing group example. For example, your customer may benefit from having a CSB Admin role-based permission group and role, and syncing those users to Career Site Builder via Recruiter SSO.

  4. Locate the HR Coordinator in the Admin Users list, choose the pencil icon to edit users.

    1. For Is CSB Admin, select ON.
    2. For Enable SSL Notification, select ON.
    3. Save.

  5. Use the back arrow at the top to return to the Roles page.

  6. Choose Create Role.

    1. Name: Admin Role
    2. Role Description: Global Settings and Styles, Pages, and so on, but not backend and technical permissions or user admin
    3. Save.
    4. See the sample permissions screen captures for the Admin Role. Select those permissions on the Edit Role page in CSB.
    5. Save.

  7. Use the back arrow to return to the Roles page.

    Use the back arrow to return to the Roles page - Admin Permissions.

  8. Select Create Role.

    1. Name: Technical Role
    2. Role Description: Global Settings including JavaScript and Custom Plugin, but not Site Kits; Pages; Site Setup.
    3. Save.
    4. See the sample permissions screen captures for the Technical Role. Select those permissions on the Edit Role page in CSB. Under Appearance Settings, select JavaScript and Custom Plugin (but not Site Kits).
    5. Save.

  9. Use the back arrow to return to the Roles page.

    Use the back arrow to return to the Roles page - Technical Permissions.

  10. Select Create Role.

    1. Name: Update Pages Role
    2. Role Description: Maintains Pages including data capture forms; not Import/Export.
    3. Save.
    4. See the sample permissions screen captures for the Update Pages Role in the previous section. Select those permissions on the Edit Role page in CSB. Under Appearance Styles, select Color Editing.
    5. Save.

  11. Use the back arrow to return to the Roles page.

    Use the back arrow to return to the Roles page - Update Pages.

Task 2: Add Roles to Users

Steps

  1. From CSB → Users → Roles, select to open the Admin Users page.

  2. Select the pencil icon for Carol Clark (or for another user who was synced to CSB).

    1. For Role, select Admin Role. (Do not select Is CSB Admin.)
    2. For Enable SSL Notification, select ON.
    3. Save.

  3. Use the back arrow to return to the Admin Users page.

  4. Click the pencil icon for Lora Okamoto (or for another user who was synced to CSB).

    1. For Role, select Technical Role. (Do not select Is CSB Admin.)
    2. Save.

  5. Use the back arrow to return to the Admin Users page.

  6. Choose the pencil icon for Paula Price (or for another user who was synced to CSB).

    1. For Role, select Update Pages Role. (Do not select Is CSB Admin or Enable SSL Notification.)
    2. Save.

  7. Assign roles to all other users who synced to Career Site Builder. Otherwise, they will not be able to log in to CSB.

Task 3: Test User Access

Steps

  1. Open an incognito browser window and log in to SAP SuccessFactors HCM as the admin, HR Coordinator.

  2. From the Action Search locate and select Manage Career Site Builder.

  3. Navigate through the CSB menu and notice that the HR Coordinator has all permissions.

  4. From the main navigation menu at the top left, select Home.

  5. Proxy as Paula Price.

  6. From Action Search, locate and select Manage Career Site Builder.

  7. Navigate through the CSB menu and notice that Paula’s permissions within CSB are limited.

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