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Setting Up Guest IDs to Access Self-Service Sites

This topic discusses how to:

To define a guest ID:

  1. Define the ID in the PeopleTools User Profiles component.

    Access the User Profiles component from select PeopleTools, then select Security, then select User Profiles, then select User Profiles.

    On the General page, enter the language code that is associated with the ID. Anyone who logs on with a guest ID sees all of the pages that are in the associated language code.

    On the ID page, enter the description that self-service users see in the guest ID selection field. For example, if you support multiple languages and you define language-based user IDs, the descriptions might be the language names.

    See PeopleTools: Security Administration product documentation.

  2. Establish the ID as a guest ID on the User Registration Setup page.

    Access the User Registration Setup page from select Set Up CRM, then select Security, then select Self Service, then select User Registration.

    This is the step that makes the ID into a guest ID that enables personal and business user registration. That is, the self-service Sign In page enables users to select from IDs that have a user registration definition.

    See Implementing Self-Service Security.

  3. Define preferences for the guest ID on the User Preferences page.

    Access the User Preferences page from select Set Up CRM, then select Security, then select User Preferences.

    Select a default business unit and market for the guest. If you do not select a business unit, the system uses the default PeopleSoft Order Capture business unit (as established on the Order Capture Definition page).

    See Overall Preferences Page.

To change the label of the guest ID selection field:

  1. Access the message catalog from select PeopleTools, then select Utilities, then select Administration, then select Message Catalog.

  2. Look up message set number 18068, whose description is Self Service Common.

  3. Click Find and enter message number 19 in the search string.

    The field label text appears. The default is Select a different site to browse.

  4. Enter an alternative label for the guest ID selection field.

    For example, if the guest IDs are for different languages, you might enter Select a language.

  5. Save the changes.