User Profiles and Security Roles
Security roles are essentially collections of permission lists, which determine the pages that users can access. You can assign one or more permission lists to a security role. The resulting combination of permissions can apply to all users who share those access requirements. However, the same group of users might also have other access requirements that they don't share with each other. You can assign:
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A permission list to multiple security roles.
Permission lists define access to specific portals and components based on the user's security role.
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A security role to multiple user profiles.
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Multiple security roles to a user profile.
User permissions are based on the combined permissions that are assigned to all of the user's security roles.
User profiles define individual PeopleSoft users. Each user is unique. The user profile specifies a number of user attributes, including one or more assigned security roles. After you create security roles, create user profiles and associate them with security roles. The values for a user's page access are inherited from the associated security roles.
To set up security roles and user profiles in PeopleTools:
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Create security roles in the Role Maintenance component (ROLEMAINT).
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Assign permission lists to security roles.
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Create user profiles in the User Profile Maintenance component (USERMAINT).
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Assign security roles to user profiles.
See PeopleTools: Security Administration, "Administering User Profiles."
Project Costing provides sample data that contains several preconfigured security roles based on functional tasks that are typically performed by an employee who is assigned to that security role. Each preconfigured security role comes with access to the set of pages within the application that correspond to the functional tasks of that security role. For example, a project manager can access pages that are used for every project management business process task, but a time and expense administrator can only access pages to make resource adjustments, perform expenses integration, perform time and labor integration, and create summary and variance reports.
This table lists three of the sample security roles that are delivered with the PeopleSoft system:
| Security Role | Description |
|---|---|
|
Project Manager |
Responsible for creating project plans, identifying activities, assigning responsibilities, determining budget, checking budget compliance, tracking project costs and expenses, billing customers, making payments, and adjusting resources. |
|
Project Accountant |
Responsible for setting up the project infrastructure, such as ChartFields, for the expenditures that are associated with projects. |
|
Application Administrator |
Responsible for the initial setup and ongoing maintenance for the application. |
Note:
This table contains a subset of sample security roles that you can use in Project Costing. To view security roles, go to