Configuring Public Access to Registration Pages

To configure public access to registration pages:

1. Create a permission list that includes pages that need public access on the Permission Lists – Pages page (PeopleTools, and then Security, and then Permissions & Roles, and then Permission Lists, and then Pages).

   The following screen shot illustrates a permission list created on the Permission Lists – Pages page, where AUC_ADMINSTRATION is used for bidders and SUP_OB_MENU is used for suppliers. The permission list varies with each installation.

   This example illustrates the fields and controls on the Permission Lists – Pages page for a sourcing guest.

   

   Note:

   All PeopleSoft portal components are needed for access.

2. Create a user ID that can be assigned public access on the User Profiles – General page (PeopleTools, and then Security, and then User Profiles, and then User Profiles, and then General). For detailed information about setting up permission lists and setting up security for user IDs and roles, see PeopleTools: Security Administration.

   This example screen shot shows the attributes assigned on the User Profiles – General page:

   This example illustrates the fields and controls on the User Profiles – General page for an eStore guest.

   

3. Assign user roles to the User ID, and verify login access to the PeopleSoft system on the User Profiles – Roles page (PeopleTools, and then Security, and then User Profiles, and then User Profiles, and then Roles).

   This example screen shot shows the Onboarding Registration role assigned to the GUEST user ID on the User Profiles – Roles page:

   This example illustrates the fields and controls on the User Profiles – Roles page for an eStore guest.

   

4. Associate the relevant permission list with the user role name on the Roles – Permission Lists page (PeopleTools, and then Security, and then Permissions & Roles, and then Roles, and then Permission Lists).

   This example screen shot shows the Onboarding Guest permission list has been associated with the Onboarding Registration role:

   This example illustrates the fields and controls on the Roles – Permission Lists page for onboarding registration.

   

5. Give the user ID authority to enter suppliers into the PeopleSoft Procurement system on the Supplier Processing Authority page (Set Up Financials/Supply Chain, and then Common Definitions, and then User Preferences, and then Define User Preferences, and then Procurement, and click the Supplier Processing Authority link).

   Use the Procurement User Preferences setup pages to provide access to create suppliers, as shown in this example:

   This example illustrates the fields and controls on the Supplier Processing Authority page.

   

6. Create a new or designate an existing user web profile that can be dedicated to external access on the Web Profile Configuration – Security page (PeopleTools > Web Profile > Web Profile Configuration > Security).

   For example, select the Allow Public Access check box for the KIOSK profile name and enter the User ID and Password created for external access in Step 2, as shown in this screen shot:

   This example illustrates the fields and controls on the Web Profile Configuration – Security page for external access.

   

7. Set up an application server in the classic user interface using the Web server created for automatic login, as shown in this screen shot:

   This example illustrates the fields and controls on the classic user interface that designates the Web server created for automatic login.