Setting Up Group Security

To set up group security, use the Group Build Security Default component (GB_GRP_DEFN_TABLE), Secure Group Build by Group component (GB_GRP_SEC_TABLE), and Secure Group Build by Operator component (GB_OPR_SEC_TABLE).

These topics provide an overview of group security and discuss how to:

Page Name

Definition Name

Usage

Group Build Security Default Page

GB_GROUP_DFT_TBL

Set up default component access.

Specify which components in your system can use or refer to groups that are created in the Group Build component.

Secure Group Build by Group Page

GB_GRP_SEC_TBL

Set up security group build by group. Specify the users who have security access to the selected group ID and the components that the user can access for the group.

Secure Group Build by Operator Page

GB_OPR_SEC_TBL

Set up security by user. Specify the groups that the selected user can access and the components that the user can access for the group.

Because you can group people together in any manner that suits your needs, including across companies or departments, groups have their own security structure that is separate from, and overrides, data permission security. For example, a user who does not normally have access to department 10100, but who has access to a group that includes people in department 10100, can see all group members, even those who belong to that department. This makes security factors an important consideration when you set up groups.

Note: User profiles must have an associated person in order to be given security access to groups (the system will not list user IDs that don't have a person associated with them). This ensures that the security is assigned to a person and the activities involving the group can be tracked by the person. Assign people to user profiles on the User Profiles component in PeopleTools security.

Use the Group Build Security Default page (GB_GROUP_DFT_TBL) to set up default component access.

Specify which components in your system can use or refer to groups that are created in the Group Build component.

Navigation:

Set Up HCM > Common Definitions > Group Build > Group Build Security Default > Group Build Security Default

This example illustrates the fields and controls on the Group Build Security Default page. You can find definitions for the fields and controls later on this page.

Group Build Security Default page

Field or Control

Description

Component Name

The system populates these fields with a list of the standard PeopleSoft Human Resources components that refer to groups.

Components can refer to groups in one of two ways:

  • The page contains a field that prompts the user to supply a group ID.

  • The page displays a list of people who belong to a particular group.

When you define group security for a particular group or user, you can import this default list into the Secure Group Build by Group and Secure Group Build by Operator pages. Then you can selectively delete components to make them unavailable to that group or user.

To keep a particular component from appearing on the Secure Group Build by Group or Secure Group Build by Operator page, delete its name from the list.

System Data

View whether a component is a standard component that is delivered by PeopleSoft as system data or a modified component that is created for your installation. This check box is selected if the system supplies the data and deselected if the component is modified. You can't change this field.

Use the Secure Group Build by Group page (GB_GRP_SEC_TBL) to set up security group build by group.

Specify the users who have security access to the selected group ID and the components that the user can access for the group.

Navigation:

Set Up HCM > Common Definitions > Group Build > Secure Group Build by Group > Secure Group Build by Group

This example illustrates the fields and controls on the Secure Group Build by Group page. You can find definitions for the fields and controls later on this page.

Security by Group page

Field or Control

Description

Effective Date

The date on which the security configuration takes effect. The default is to today's date. Change the date to grant security access as of a different date.

User ID

Select the ID of a user whose group access you want to set up or change.

Get Employee ID icon button (get employee ID)

If you know a person's ID but not the matching user ID, click the Get Employee ID icon to search for the person's user ID. The system displays the Search Operator ID box. Enter the ID and click OK to add the person's user ID to the user list, if it isn't already on the list.

If you don't know the person's ID, click the Look up EmplID icon to search for it. The system displays a Look up EmplID page that you can use to search for the ID you want.

Status

Select Active to grant the user access to the group or Inactive to remove the user's access.

Component Name

Select the components that you want to include in the user's security access for this group. Valid values are the default components listed on the Group Security by Default page.

Default

Click this button to assign this user access to the current group from any default component listed on the Group Build Security Default page. The system displays the default components. You can delete any components for which you do not want to grant security access to this user for this group.

See Group Build Security Default Page.

Use the Secure Group Build by Operator page (GB_OPR_SEC_TBL) to set up security by user.

Specify the groups that the selected user can access and the components that the user can access for the group.

Navigation:

Set Up HCM > Common Definitions > Group Build > Secure Group Build by Operator > Secure Group Build by Operator

This example illustrates the fields and controls on the Secure Group Build by Operator page. You can find definitions for the fields and controls later on this page.

Security Group Build by Operator page

Field or Control

Description

Effective Date

The date that the security configuration takes effect. The default is today's date. To grant security access as of a different date, change the date.

Group ID

Enter the ID of the group to which you want to control this user's access.

Status

Select Active to grant the user access to the group or Inactive to remove the user's access.

Component Name

Select the components that you want to include in the user's security access for this group. Valid values are the default components listed on the Group Security by Default page.

Default

Click this button to assign this user access to the specified group from any default component listed on the Group Build Security Default page. The system displays the default components. You can delete any components for which you do not want to grant security access to this user for this group.

See Group Build Security Default Page.