Contact User Profile Page

Use the Contact User Profile page (QUICK_CUST_USER) to enter contacts' user information to enable them to access self-service transactions.

Navigation:

Click Add User on the Customer Create page.

Logon Information

Field or Control	Description
User ID, Password, and Confirm Password elements, descriptionspassword (additional customer information)	Enter data for external contacts who need to access self-service transactions. Note: Oracle recommends that contacts change their passwords after logging in to self-service transactions.
Account Locked Out?	Select to disable the contact's system access. For example, you may want to disable system access while the individual is out on disability but to leave the contact as a User Profile so that the person can access the system upon returning to work.

Field or Control

Description

User ID, Password, and Confirm Password elements, descriptionspassword (additional customer information)

Enter data for external contacts who need to access self-service transactions.

Note: Oracle recommends that contacts change their passwords after logging in to self-service transactions.

Account Locked Out?

Select to disable the contact's system access. For example, you may want to disable system access while the individual is out on disability but to leave the contact as a User Profile so that the person can access the system upon returning to work.

Permission Lists

Field or Control	Description
Process Profile	Enter values to enable customers to run PeopleSoft batch processes. This field is required.
Primary Permission List	View the permission list that is associated with the new user role that you select. Primary permissions control everything except page-based permissions (business interlinks, messaging, and so forth).

Contact Roles

Field or Control	Description
Role Name	An intermediate object between users and permission lists. You assign multiple permission lists to a role and multiple roles to a user. A role manages the contact's access to applications as well as the type of work that should be routed to the contact. Establish roles on the Roles page. As part of the role definition, CSRs can select only roles to which they can grant access and can delete only roles that they can grant (establish these roles on the Role Grant page).

Field or Control

Description

Role Name

An intermediate object between users and permission lists. You assign multiple permission lists to a role and multiple roles to a user. A role manages the contact's access to applications as well as the type of work that should be routed to the contact. Establish roles on the Roles page. As part of the role definition, CSRs can select only roles to which they can grant access and can delete only roles that they can grant (establish these roles on the Role Grant page).

Note:

CSRs should be authorized to run the Component Interfaces (USER_MAINT and CUSTOMER_CONTACT) so that the appropriate tables are updated when the contact and user are created using Quick Customer Create. The ID Type CNT must be marked as Enabled on the User Profile Types page so that the customer information can be saved.

Note:

Contacts established to access express order entry must also have user preferences established for sales orders under Setup Financials/Supply Chain, Common Definitions, User Preferences, Define User Preferences, Orders - Sales.