Using Roles and Permission Lists

The user profile that you create for each individual who accesses your application determines the web pages that the user can access. You create user profiles in Maintain Security, using the User Profile component. You assign roles to each user profile, and you link roles to permission lists. Each permission list identifies the pages that individuals who are assigned to a role can access. To modify the access for specific web pages for each role, you modify the permission list for the user's role.

Note: If you modify a permission list, you change the access for all users who are assigned to roles to which the permission list is linked.

You also use the user profile to define the data to which a user has access.

PeopleSoft Contracts includes sample definitions for the following roles:

Contract Administrator.
Billing Manager.
Billing Coordinator.
Financial Analyst.
Chief Financial Officer.
Cost Accountant.
Customer Service Representative.
Legal Administrator.
Project Manager.
Project Team Member.
Sales Manager.

Sample permission lists are associated with these roles. The following table describes the permission lists and their associated permissions.

Permission List	Associated Permission
Customer Contracts	Access to all pages to create and change a contract.
Contracts Accounting Distribution	Access to establish fixed-amount or rate-based accounting distributions.
Contracts Amount Allocation	Access to perform pricing allocation for the original contract and amendments.
Contracts Process Milestones	Access to update milestone status based on milestone conditions.
Contracts Renewals	Access to renewal functionality.
Contracts Prepaids	Access to prepaid functionality.
Contract Sales Order	Access to Create Sales Order page.
Contracts Notes	Access to add notes.
Contracts Milestone Reports	Access to milestone reports.
Contracts Financial Reports	Access to prepaids, limits, billing, revenue, and revenue forecasting reports.
Contracts Revenue	Access to define revenue plans, revenue forecasts, and run processes.
Contracts Reverse Revenue	Access to reverse contract accounting, redistribute revenue, and use billing and revenue reconciliation.
Contracts Review Revenue	Access to Revenue Management pages.
Contracts Billing	Access to define billing plans and run processes.
Contracts Reverse Billing	Access to reverse contract billing and use billing and revenue reconciliation.
Contracts Review Billing	Access to Billing Management pages.
Contracts General Information	Access to view Contracts pages.
Contracts Project Information	Access to view Related Projects pages and project or activity pages.
Contracts Milestone Info	Access to update milestone condition status levels and view milestones.
Contract Limits	Access to limits functionality.
Contracts ESA Portal Pagelets	Access to PeopleSoft Contracts portal pagelets.
Define CA Business Units	Access to set up PeopleSoft Contracts business units.