Multilevel Security

PeopleSoft Proposal Management uses multilevel security. Use the security setup pages in PeopleTools to provide access to the data, functions, and pages that give users the ability to perform their work. To define security for the organization, you must:

• Define permission lists.

• Set up user roles.

• Assign permission lists to roles.

PeopleSoft Proposal Management supports user security, which enables you to limit access to specific PeopleSoft Proposal Management proposals based on the user and department. Therefore, it is possible for a user to have access to a subset of all the proposals that may be stored in the system. This security feature augments the normal PeopleSoft security based on the user class, which defines the menus and components available to a given user ID.

By default, if you have not set up department-level security, users only have access to their own proposals. That is, they can only access a proposal if these conditions are met:

• Their user ID has an employee ID associated with it.

• They have used their employee ID to initiate the proposal.

You can associate each user ID to an employee ID (EMPLID) when you create it.