SAP Knowledge Base Article - Public

2762935 - Online Report Designer (ORD) / Report - Canvas Functional Permissions migration to RBP

Symptom

How to migrate the Functional permissions of the ORD/WFA roles to RBP.
This also applies to permissions in Canvas Reports

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

Environment

SAP SuccessFactors HCM Suite
SAP SuccessFactors Workforce Analytics

Resolution

This functionality is opt in and will require customers to perform pre-planning steps before opting in.
First you need to configure the Analytics permissions in RBP:

  1. Go to Admin Center
  2. Manage Permission Roles
  3. Select the role
  4. go to Permission
  5. User Permissions
  6. Analytics Permissions
  7. select Functional Permissions and Option Permissions, and select the appropriate options within Functional Permissions and Option Permissions
    rbp.png

After you set these permissions, it does not automatically effect the tools and options available on the Workforce Analytics Admin page. You can configure the appropriate Functional and Option Permissions on as many roles as required.

Next, you need to turn on the Opt-in Switch. When you are ready for these permissions to take effect, go to:

  1. Admin Center
  2. Manage Workforce Analytics
  3. and enable the Functional and Option Permissions switch
    switch.png

With this switch ON, the Permissions defined in the RBP Role will be used to control the tools and options available to you.
The permissions previously defined on the Analytics Role will be ignored.
Please note that if you do not have Workforce Analytics enabled (for example: WFA on HANA), you do not need to enable the second switch "Measure and Dimension Permissions".

NOTE: RBP Permission required to be able to access the 'Manage Workforce Analytics' page:

perm_required.png

Find the full guide in SAP Help Portal -> Migrating Reporting Functional Permissions to RBP (User Guide)

See Also

2343087 - How to enable permission in Admin Centre (RBP) - Integration WFA and RBP - Implementation & FAQ

Keywords

ORD, Online, Report, Center, Canvas, Designer, RBP, Permission, migrate, User, Role, Maintenance, migration, Functional, Optional , KBA , LOD-SF-ANA-ORD , Online Report Designer , LOD-SF-ANA-RCT , Report Center , How To

Product

SAP SuccessFactors HCM Suite all versions ; SAP SuccessFactors Workforce Analytics all versions