SAP Knowledge Base Article - Public

2791216 - How to Permission Document Generation Templates


How do we permission what document templates a person can see or generate?

 "Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental.“


 SAP SuccessFactors Employee Central - Document Generation

Reproducing the Issue

  1. Admin Centre or Action Search
  2. Search for Generate Document
  3. Search for a template and it is populates all of the documents in the system in the dropdown.


This can be done via role based permissions.

Please follow the handbook, or the steps below:

  1. Go to the permission role which grants the user access to document generation.
  2. Find the Manage Document Generation Templates permission category.
  3. De-select, select all and all, and tick others instead. Ensure Generate Documents is ticked, or you won't be able to choose any documents.
  4. To choose multiple documents, hold ctrl on your keyboard and choose the document templates you want the role to have permission to.
  5. Click done > save changes > logout and login back in and observe in the generate document tool the templates that appear.


Please note:

  • The permissions in Mange Document Generation Templates under User Permissions is strictly for only generation from the Take Action in PP3 People Profile screens.
  • It does not govern the generate permission for the Document Generation - Generate Document tool in Admin Centre.
  • A user who has the Generate All Documents as Admin permission in Manage Document Generation under Administrator Permissions will be able to generate any document from the Document Generation - Generate Document tool in Admin Centre.
  • This is applicable even if they don't have permission to generate the corresponding template in the User Permissions section.


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SAP SuccessFactors Employee Central all versions