User Profiles and Roles
A user's profile determines the pages that the user can access. To set up user and role security:
Create user profiles in the User Profile Maintenance component (USERMAINT).
Assign a role to each user profile.
Link the roles to permission lists.
PeopleSoft Resource Management comes with several preconfigured roles based on functional tasks that are typically performed by an employee who is assigned to that role. Each preconfigured role comes with access to the set of pages within the application that correspond to the functional tasks of that role. For example, resources can update their own profiles and schedules, and they can view information about open resource requests or assignments. Similarly, staffing coordinators can fulfill service orders, create assignments, and view resource profiles and schedules.
User profiles define individual PeopleSoft users. After you create user roles, create user profiles and associate them with roles. The values for a user's page access and authorized actions, such as add, update, or review, are inherited from the associated roles.
You can assign multiple roles to a user. User permissions are based on the combined permissions that are assigned to all of the user's roles.
This table lists the sample roles that come with PeopleSoft Resource Management:
|
Role |
Description |
|---|---|
|
Administrator |
Manages system security; specifies installation and business unit options; administers batch processes. |
|
Resource |
Updates the resources' own profile and schedule; views details about open service orders; submits bids for service orders. (An identical role is defined in PeopleSoft HCM.) |
|
Resource Manager |
Manages resource utilization; views and modifies resource schedules and profiles; approves assignments; submits recommendations for resources. An identical role is defined in PeopleSoft HCM. In addition, this role also performs capacity planning tasks. |
|
Staffing Coordinator |
Fulfills service orders; performs express searches; creates assignments. |
|
Practice Manager |
Performs the tasks of a resource manager and staffing coordinator; performs capacity planning tasks. |
Note: If you integrate with PeopleSoft HCM, you must also establish the same user IDs and passwords in the HCM database. If you install a directory service that adheres to Lightweight Directory Access Protocol (LDAP), the LDAP server manages the creation and assignment of roles to users.