Role Features

Environments - [Select Environment] - Roles -[Select a Role]

The following Role Features are available in Sentinel.

Role Features [Left Menus]

• Access - Displays the Menus and Pages that the Role grants access to in PeopleSoft. *Click 'edit' to make updates.

• Users - Displays the Users with access to the Role. *Record audit decisions for an existing audit project or create new / Update training requirements / Add as Approver.

• Redundancy - Displays existing redundancies for Role cleanup.

• Fluid - Displays the Fluid Pages and Tiles that the Role grants access to in PeopleSoft. *Click 'edit' to make updates.

• History - Displays a log of Role updates completed in Sentinel. *Click to view update details.

Role Features [Right Menus]

• Training Required - Mark if a Role requires training authorization for access.

• Security Sync - Shell copy the Role to another environment.

• Checkout Role - Self-assign the Role between a start and end date.

• Clone - Clone the Role.

• Compare - Compare access between environments.

*See more below.

Security Sync

Create a shell copy of a Role and sync security objects in a target PeopleSoft environment.

1. Navigate to Environments and select an Environment.

2. Select 'Roles' and choose a Role.

3. Click the 'Sync Security' button located at the top right.

4. Pick a Target Environment.

5. Check the boxes to assign security permissions: Permission Lists.

6. Click 'Sync Security.'

Checkout Role

Role Checkout is an Admin Menu that permits a Sentinel User to assign a PeopleSoft Role to themselves for a selected start and end date/time.

Sentinel automatically assigns the Role to the User who 'checked it out' and removes it once the period ends. The checkout request is logged in Temporary Access, and transactions are logged in the User Profile's History.

How to Grant Access for Role Checkout [Admin Menus]

1. Navigate to Settings - Sentinel Accounts.

2. Locate and select the User Account.

3. Under the 'Admin Menus' tab, check the box for 'Role Checkout.'

4. Save changes.

The User must also have a Security Profile with 'View' or 'Update' access to Roles.

How to Checkout a Role

1. Navigate to Environments and select an Environment.

2. Select 'Roles.'

3. Search and select a Role to checkout.

4. Click 'Checkout Role.'

5. Enter a Start and End Date/Time.

6. Enter a Reason for the access.

7. Click 'Checkout.'

Clone

Clone a Role.

1. Navigate to Environments and select an Environment.

2. Select 'Role' and choose a Role.

3. Click the 'Clone' button located at the top right.

4. Input a Name and Description for the new Role.

5. Save changes.

Compare

Compare Role Access in a target environment.

1. Navigate to Environments and select an Environment.

2. Select 'Roles' and choose a Role.

3. Click the 'Compare' button located at the top right.

4. Select compare of a Target Environment and choose a Role to view security differences.