4.3 Defining New Roles for Global Search

Sample roles are provided for the Global Search and the Search Pages. You will need to determine which users will need access to these roles for searching. Your PeopleSoft administrator needs to complete the steps below to add roles.

To add the roles for search:

1. Select PeopleTools, Security, User Profiles, User Profiles.

2. On the User Profiles page, select the Roles tab.

3. In the grid, add the roles shown in the following table, appropriate to the user who can access the Global Search:

   Global Search Category	ROLE	Permission List
   Accounts Payable	Search Accounts Payable	EPSR1040
   Asset Management	Search Asset Management	EPSR1030
   Catalog Items	Search Catalog	EPSR1080
   Expenses	Search Expenses	EPSR1050
   General Ledger	Search General Ledger	EPSR1060
   Procure to Pay	Search PtoP	EPSR1000
   Purchasing/Procurement	Search Procurement	EPSR1020
   Strategic Sourcing	Search Strategic Sourcing	EPSR1010
   Supplier Information	Search Supplier Information	EPSR1080
   Supplier Contracts Document	Search Authored Documents	EPSR1090
   Credit to Cash	Search Credit to Cash	EPSR1100
   Maintenance Management	Maintenance Management	EPSR1110

In addition there are several PeopleTools roles created for users who access the Search Definitions and are allowed to run and schedule the search indexes. These roles are:

• Search Server — required only for the user setup as the Callback user for the Search Instance

• Search Query Administrator — required to access Queries associated with all Search Definitions, this is required for the Callback user as well as for any user who will need to modify these queries.

• Search Administrator — required for any user who will be allowed to submit jobs for indexing.

• Search Developer — required for any user who will be granted access to the design of Search Definitions

• Insights Administrator — required for any user who will setup the Insights dashboard.

See PeopleTools: PeopleSoft Search Technology.