Required Permissions

These steps provide the basic information for assigning permissions to a role in SuccessFactors. For current detailed information about role-based permissions, refer to the SuccessFactors User Assistance Documentation.

1. In the Permission Settings section, select the Permission button to specify the permission you want to assign to the role.

   The Permission Settings window displays.

2. The available permission categories are listed on the left side of the page. Select a permission category to view the different available permissions.

3. Select the permissions you'd like to grant to the role.

4. Select Done when you finish marking your selections.

5. Select Save Changes.

To perform the group aggregation for the manually added group schema attributes, perform the following steps to provide the Manage Role-Based Permission Access to the service account:

1. Go to Admin Center and search for Manage Role-Based Permission Access.

2. Select Add User.

3. Search through User Name and select the required user.

4. Select Grant Permission.

To aggregate external users, add the User Search permission to the role along with all required permissions. Once you have granted permissions to the given role, perform the following steps:

1. Go to Admin Center and search for Manage Permission Roles.

2. Select the permissions role you created.

3. Go to the grant this role to section.

4. Select Add for external target population.

5. Go to Define whom you want to grant this role permission to, and then select Permission Group.

6. Go to Specify the target population whom the above granted users have permission to access, and then in the Target Population section, select the User Type as External Onboarding User.

7. Select Everyone (External Onboarding User) .

8. Select Done and Save the changes.