Understanding Security and Roles

A user's profile determines what self-service pages the user can access. To set up security and roles:

• Create user profiles in the Maintain Security page within the User Profile component.

• Assign each user profile a role.

• Link the roles to permission lists.

Each permission list identifies the pages that users who are assigned to a role can access. PeopleSoft Expenses delivers a permission list (EPEX9000) that enables users to access all pages in the application.

Note:

If you modify a permission list, you change access for all users assigned to roles that are linked to it.

PeopleSoft Expenses uses roles to govern access to pages. Using the standard self-service menus, you can access PeopleSoft Expenses pages using the employee, approver, and project manager roles. PeopleSoft Expenses delivers these role definitions:

Role Name	Description
EX_EMPLOYEE	Employee.
EX_APPROVAL	Expenses approver.
EX_AUDITOR	Expenses auditor.
EX_PROJMGR	Expenses project manager.