Symptom
- How to create permission roles for external Learners/User and grant them the required permissions?
- How to grant admins permissions to manage external learners/users?
Environment
- SAP Successfactors HXM Suite
- SAP Successfactors Learning
- SAP Successfactors Onboarding
Cause
In order to control permission for externals, RBP needs to be enhanced to support this user type as access group and target group as well.
Resolution
External Learners: users who are not employees but need access to the Learning module.
External Users: external onboarding users who are not yet employees but still require access to SAP SuccessFactors HXM Suite.
#1: Creating Permission Roles for External Learners / Users
Create a role mapping for external learners and grant them the permissions to log in to SAP SuccessFactors and access Learning.
- Go to Admin Center > Manage Permission Roles
- Click Create New Role For External User
- In User Type, select "External Learner" or "External Onboarding User", and then click Done
- Type a name and description for the role and then click Permissions
- In User Permissions > General User Settings, select User Login
- In User Permissions > Learning, select Learning Access Permission (for External Learners)
You can select additional permissions. For example, you can grant the external learners / users access to SAP Jam or Mobile. - Click Done
You return to the Permission Role Detail page. - Click Add
The Grant this role to... page opens. - In Grant role to, select Everyone (External Learner or External Onboarding User)
- Click Done and Save Changes
#2: Granting Admins Permissions to Manage External Learners / Users
Admins need some permissions, for example, User Search, Reset User Account, and Reset User Passwords, to manage external learners in SAP SuccessFactors platform.
- Go to Admin Center > Manage Permission Roles
Select an admin role you created - In the Permission Settings page, make sure that the admin has the necessary permissions to manage external learners / users, such as User Search, Reset User Account, Reset User Passwords, and Access to Integration Center
- In the Grant this role to section, specify External Learner or External Onboarding User as the target population.
- Click Save Changes.
See Also
SAP Help Portal Guide: Creating a New Role for External Users
SAP Help Portal Guide: SAP SuccessFactors Learning in the Extended Enterprise
Keywords
external users, external learners, external onboarding users, external rbp permissions, manage external users, manage external learners , KBA , LOD-SF-PLT-RBP , Role Based Permissions , LOD-SF-LMS-EXT , Sites and External Users , How To