Using Roles and Permission Lists for the PeopleSoft ESA Portal Pack

The PeopleSoft ESA Portal Pack delivers sample roles and permission lists in the Financials database that you can use as an example to configure your security.

When you install a portal pack, pagelets are available for authorized users from the Financials database application homepage. Pagelets are assigned to specific permission lists instead of to specific roles. Therefore, when you log in, the system matches your role (that is associated with your user ID) to the appropriate permission lists to display authorized pagelets.

This table lists the enabling ESA applications and their associated pagelets and sample permission lists:

Enabling ESA Application

Pagelet

Permission List

PeopleSoft Enterprise Service Automation Portal Pack

All personalization pages for the pagelets that use this permission list

Media Sources

Operational Threshold Alert

Operational Threshold Chart

EPCO8000

PeopleSoft Contracts

All pagelets and personalization pages for PeopleSoft Contracts

EPCA5000

PeopleSoft Expenses

All pagelets and personalization pages for PeopleSoft Expenses

EPCF1100

PeopleSoft Program Management

All pagelets and personalization pages for PeopleSoft Program Management

EPPG7100

PeopleSoft Project Costing

All pagelets and personalization pages for PeopleSoft Project Costing

EPPG7100

PeopleSoft Proposal Management

All pagelets and personalization pages for PeopleSoft Proposal Management

EPPM2000

PeopleSoft Resource Management

All pagelets and personalization pages for PeopleSoft Resource Management

EPRS6000

To add pagelets to your PeopleSoft homepage, click the Personalize Content link on your homepage to access a list of pagelets to which you have access, and select one or more pagelets.

To personalize the pagelet layout on your PeopleSoft homepage, click the Layout link on the homepage.