Managing Permission Lists

This section discusses how to:

  • Create new permission lists.

  • Copy permission lists.

  • Delete permission lists.

  • View related content references.

To create a new permission list:

  1. Select PeopleTools > Security > Permissions & Roles > Permission Lists.

  2. On the search page, click Add a New Value.

  3. In the Permission List edit box, enter the name of the permission list to create.

    Note: Permission list names have a 30-character limit. PeopleSoft HCM requires certain naming conventions for permission lists, but PeopleTools does not enforce these application-specific requirements. Therefore, when creating permission lists, keep in mind that PeopleSoft HCM requires primary permission lists to start with PP and data permission lists to start with DP.

  4. From the pages in the Permission List component, select the appropriate permissions.

  5. Save your permission list.

To copy a permission list:

  1. Select PeopleTools > Security > Permissions & Roles > Copy Permission Lists.

  2. On the search page, locate and select the permission list that you want to copy (clone).

    The Permission List Save As page appears.

  3. On the Permission List Save As page, enter a new name in the Save As: edit box for the permission list that you want to copy.

  4. Click Save.

Note: When copying a permission list, you also copy the access specified for content references by the original permission list. When deleting a permission list, you also remove access to the content references associated with that permission list.

To delete a permission list:

  1. Select PeopleTools > Security > Permissions & Roles > Delete Permission Lists.

  2. On the search page, locate and select the permission list that you want to delete.

    The Delete Permission List page appears.

  3. Click Delete Permission List.

  4. Click OK to confirm the deletion, or click Cancel to end without deleting.

Note: This action deletes content reference permissions and all references to the permission list (even where referenced in application data).

This section discusses:

  • Viewing content references.

  • Synchronizing content references.

Viewing Content References

Select PeopleTools > Security > Permissions & Roles > Permission Lists > Pages to access the Pages page, and then click the Edit Components link to access the Component Permissions page.

When you set component permissions and web library permissions, use the View Content References link to view the content references pointing to a given component or script. PeopleTools automatically propagates changes to permission lists to the content references.

When you click the link, the Content References page appears, showing the following:

  • Name of the portal.

  • Name of the content reference.

  • The label.

  • Whether or not it is accessible.

  • The path.

Synchronizing Permission Lists and Content References

Use the PORTAL_CSS application engine program to synchronize permission lists with content references for the portal. By default, the system synchronizes changes in permission lists with content references; however, after an upgrade or any time when you want to make sure, you can run the PORTAL_CSS program. A process definition of the same name also exists.