Maintaining Roles and Role Users
This section provides an overview of roles and role user maintenance and discusses how to maintain user workflow information.
Role users are the people who participate in automated business processes. Because role users must all have PeopleSoft user IDs, maintaining role users is typically a security administrator’s task.
Note: Workflow applications might involve role users who do not have access to the PeopleSoft system. For example, if the order processing workflow delivers electronic order forms to vendors, the vendors are role users. Those users still need PeopleSoft user IDs with information such as email address. Be sure that the security profile that is associated with the user ID doesn’t allow access to the PeopleSoft system by leaving the password field blank in the user profile.
The component used to maintain user IDs includes a page specifically for workflow information.
To maintain user workflow information:
Select Security, Permissions and Roles, Roles, Workflow to access the User Profiles - Workflow page.
Select the following options as needed.
Field or Control |
Description |
|---|---|
Allow notification |
Select to cause the Notify button to appear on all components that have a Notify button defined. |
Allow Recipient Lookup |
Select to make available the Recipient Lookup link on the Send Notification page. This link enables the user to select a recipient name listed in the user profile (or LDAP server). |
Use Query to Route Workflow |
Select to use a query to route workflow. |