Understanding Self-Service Web Components

Self-service web components provide your employees, customers, and individuals outside of your organization with secure and convenient access to information.

PeopleSoft delivers several self-service web components as templates. You can use PeopleSoft Application Designer to modify these web components just as you would any application components.

PeopleSoft Receivables provides the following web components:

Component	Description
Items (ITEM_RVW_CST_SS), (ITEM_RVW_BKR_SS), and (ITEM_RVW_SLS_SS)	Provides details for individual items, including the amount, status, and reference information (such as the associated invoice number, payment ID, and contacts). It also provides links to actions and conversations associated with an item.
Actions (ACTION_RVW_SS)	Provides a list of tasks assigned to individuals to take on an item and option to view the status for a task.

Note:

Customers and brokers access the self-service web components from the Customer portal and sales people access the self-service web components from the Employee portal.

Security

The user profile that you create for each individual who accesses your self-service web application determines the web pages that the user can access. You create user profiles in PeopleTools on the User Profiles component. You assign a role to each user profile and you link roles to permission lists. Each permission list identifies the pages that individuals assigned to a role can access. To modify the access for specific web pages for each role, you modify the permission list for the user's role.

Note:

If you modify a permission list, you change the access for all users who are assigned to roles to which the permission list is linked.

You also use the user profile to define the data to which the user has access. For example, you associate the user profile for a customer contact with a specific contact ID. When a customer logs on to the self-service web application, they receive access to item information only for the customers assigned to that contact ID.

PeopleSoft Receivables Roles

PeopleSoft Receivables provides self-service web pages for the following roles. The system delivers sample definitions for each of these roles and have assigned sample permission lists to each role:

• Customers

• Brokers

• Sales people

Sales people and brokers have access to self-service web pages where they can perform these tasks:

• View items.

• Maintain actions.

• Review conversations.

Customers have access to a self-service web page that enables them to view items.

Web Search Pages

The values that appear on the search results pages and search filter pages vary, based on the user's role, just as they do in other PeopleSoft applications. The system associates one or more of the delivered roles with each self-service role menu.

See the information about permission lists in the PeopleTools: Security Administration.