Setting Up Brokers and Customers for Self-Service Transactions

You must perform several tasks to enable brokers and customers to use the self-service web pages. The setup defines which self-service web pages the brokers and customers can access and also identifies to which items they will have access.

See also the product documentation for PeopleTools: Security Administration.

To set up brokers and customers:

  1. Create separate permission lists for brokers and customers by using the Permission Lists component (ACCESS_CNTRL_LISTX).

    Use the following permission lists in the sample database as examples:

    • Use the EPAR2100 permission list for brokers.

    • Use the EPAR2200 permission list for customers.

  2. Create separate roles for brokers, customers, and sales people by using the Roles component (ROLEMAINT).

    Use the following roles in the sample database as examples:

    • Use the Broker role for brokers.

    • Use the Customer role for customers.

  3. Create a contact for each customer and broker on the Contact page.

  4. Enter the customers that are associated with the contact on the Contact Customer page.

    For broker contacts, you must also select the Broker Customer check box on the Self Service Security tab for the customers that correspond to the broker ID on the deductions that you want them to view.

    When a customer or broker contact accesses the Items component, the system displays items for only the customers that you enter.

  5. Link the contact to a user profile on the Contact User Profile page.

    The roles that you assign to the contact determine which self-service menus the contact can access. Assign the Customer role to your customer contacts and the Broker role to your broker contacts.

    Note:

    You can also use the User Profiles component to create a profile for a contact. If you use the User Profiles component, select Customer Contact for the ID Type and then assign the appropriate contact ID to the Attribute Value.

  6. Set up the SetID user preference for the user on the Define User Preferences - Overall Preferences page.

  7. For brokers, select the Broker Customer check box on the General Info page for the customer.

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