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Setting Up User Profile Types

This section provides an overview of user profile types and discusses how to define user profile types.

Understanding User Profile Types

When deploying your applications to the internet, you potentially can generate thousands of different user profiles. In some situations, you may need to aggregate your user profiles by category. For example, ID types enable you to use employee ID numbers that begin at 1 as well as customer ID numbers that begin at 1.

User profile types also provide a way to link user profiles with data stored in application-specific records. PeopleSoft applications primarily need this link for self-service transactions. For example, you want employees to see only their own benefits, or you want customers to view and pay only their own bills. Customer ID, Employee ID, and so on are the keys for the application data. User profile types enable the system to find the correct ID based on the user profile. The system needs the value because personal data and vendor contact data may have the same key field. Because personal data and vendor contact data resides in different records, no edit exists that will prevent the two records from having the same key.

This table lists the profile types that PeopleSoft delivers:

ID Type

Description

BID

Bidder

CNT

Customer Contact

CST

Customer

EJA

External Job Applicant

EMP

Employee

NON

None

ORG

Organization ID

PER

Person (CRM)

VND

Vendor

PTN

Partner

Defining User Profile Types

Access the User Profile Types page (select select PeopleTools, then select Security, then select Security Objects, then select User Profile Types.

Image: User Profile Types page

This example illustrates the fields and controls on the User Profile Types page.

User Profile Types page
ID Type

Displays the abbreviated form of the profile type name.

Description

Enter a name for the profile type that is no more than 30 characters. This value appears on the ID page in the User Profiles component.

Enabled?

Select this check box to enable a profile type. When selected, you can assign the profile type to user profiles. When deselected, the profile type does not appear in the Profile Type drop-down list box on the User Profile - ID page.

Note: Do not enable the ID type until the fields and tables in the Field Information section are defined and built using Application Designer.

Sequence Number

The SetUserDescr( ) function uses this value.

After you assign one or more ID types on the User Profiles - ID page, click the Set Description link and the SetUserDescr( ) function automatically retrieves the value of the recordfield that you reference in the Edit Table and Description Fieldname fields on the User Profile Types page. If you assign multiple ID types, the sequence number determines which user profile type to use. The function looks to the user profile type with the lowest sequence number and checks for the presence of a value in the description field. If no value exists, the function moves to the next higher sequence number. For example, if you assign a user both the Employee (seq no 1) and Customer Contact (seq no 3) ID types, then the function first looks to the Employee user profile type and retrieves the value in the PERSONAL_DATA.NAME field. If the PERSONAL_DATA.NAME field contains no value, the function looks to the Customer Contact ID type and retrieves the value from the CONTACT.NAME1 field.

Note: For user types that list multiple fields, the system uses the Description Fieldname of the last field in the field list. For example, the Customer Contact user profile type lists two fields: SETID and CONTACT_ID. The set user description function uses the Description Fieldname CONTACT.NAME1 corresponding to the last field, CONTACT_ID.

Long Description

Enter details about a profile type. The maximum length of this field is 250 characters.

Field Information

The fields that you select enable the User Profiles component to prompt for an ID value when you select a type on the ID page. For example, if the user selects the Employee ID type from the User Profiles - ID page, the system must know the table that contains the valid ID values to display to the user when the user clicks the prompt button. The Edit Table column specifies the record, and the Field Name column specifies the field. You can specify multiple fields if the ID has multiple keys, as is the case of the Customer user profile type where the keys for customer information are SETID and CUST_ID.