Self-Service Access for Higher Education
The CRM system exposes several self-service components and pages in the employee portal to make some of the self-service features available to Higher Education users in a non-self-service environment. These self-service objects are:
Sign In page.
See Sign In Page.
Contact Us page.
See Contact Us Page.
Customer Registration page.
Contact Directory (internal contacts) page in the Service Center folder.
Change Profile Info component in the Manage Profile folder.
Default Addresses component in the Manage Profile folder.
Address Book component in the Manage Profile folder.
The system delivers new roles and permission lists that grant self-service page access to Higher Education users in the employee portal.
Role Update
New roles are created and need to be assigned to Higher Education user IDs in order to access self-service pages in the employee portal. These roles are:
HE Self Service - Common role.
The system assigns this role to all delivered Higher Education user IDs (with the SSS prefix) except for marketing-specific ones.
HE Self Service - Profile role.
Assign this role to user profiles for suspect prospect users. By default, this role is assigned to the delivered SSS_SUSP_PROSP user ID.
This role is associated with the CRHE1610 permission list.
HE Self Service - Faculty role.
Assign this role to user profiles for faculty users to ensure proper page access, for example, the Faculty Center, Internal Contacts page and the Contact Us page. By default, this role is assigned to delivered user IDs such as SSS_AA00100 and SSS_FACULTY.
HE Self Service - Student role.
Assign this role to user profiles for student users and applicant users to ensure proper page access, for example, the Student Center, Internal Contacts page and the Contact Us page. By default, this role is assigned to delivered user IDs such as SSS_AA00100 and SSS_CONST.
Permission List Update
Permission lists are created and updated to grant page access to Higher Education users. Permission lists relate to user IDs through roles.
CRHE1600 (HE Service Center Self Service) permission list: updated to include CRM_PORTAL_COMPONENTS (CRM Portal Components) menu. In this menu, Internal Contacts (WC_CNTACT_DIR_COMP) and Contact Us (WC_CONTACT_US) will be authorized
CRHE1610 (HE Manage Profile Self Service) permission list: newly added. Includes the RB_SELF_SERVICE (CRM Self-Service) menu.
This table shows the self-service components and page that, as delivered, are visible in the employee portal by user type:
|
User Type |
Sign In page |
Contact Us page |
Customer Registration page |
Manage Profile folder |
Internal Contacts page |
Student Center |
Faculty Center |
|---|---|---|---|---|---|---|---|
|
Self service guest (sample user ID: USGUEST) |
Y |
Y |
Y |
Y |
N |
N |
N |
|
Administrator (sample user ID: PS) |
Y |
Y |
Y |
Y |
Y |
Y |
Y |
|
Suspect (sample user ID: SSS_SUSP_PROSP) |
N |
Y |
N |
Y |
Y |
N |
N |
|
Prospect (sample user ID: SSS_SUSP_PROSP) |
N |
Y |
N |
Y |
Y |
N |
N |
|
Student (sample user ID: SSS_CONST) |
N |
Y |
N |
N |
Y |
Y |
N |
|
Applicant (sample user ID: SSS_CONST) |
N |
Y |
N |
N |
Y |
Y |
N |
|
Faculty (sample user ID: SSS_FACULTY) |
N |
Y |
N |
N |
Y |
N |
Y |
|
Student and Faculty (sample user ID: SSS_AA00100) |
N |
Y |
N |
N |
Y |
Y |
Y |