Role Updates

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

Role Updates are made by adding or removing Permission Lists (as traditionally done in PeopleSoft). The right side displays the Navigation Menu as it appears in PeopleSoft along with the corresponding access level: 'Display' (D), 'Update' (U), or 'Correction' (C).

How to Update a Role [Traditional]

  1. Navigate to Environments and select an Environment.

  2. Select 'Roles.'

  3. Search and select a Role.

  4. The current permissions will be shown. Click 'Edit' to make changes.

  5. On the left side, search and select Permission Lists by name.

  6. Click 'Save' to commit the changes to PeopleSoft.

How to Update a Role [via Direct Access]

  1. Navigate to Environments and select an Environment.

  2. Select 'Roles.'

  3. Search and select a Role.

  4. The current permissions will be shown. Click 'Edit' to make changes.

  5. On the right side, navigate down to the Page/Tab level, and use the radio buttons to select the level of access: Display (D), Update (U), or Correction (C)

  6. Click 'Save' to commit the changes to PeopleSoft.

*Direct Access must be enabled under database settings.

In a Role, the Permission Lists tab displays a list of Permission Lists assigned to the Role.

From this view, you can click 'Edit' to navigate to the access page and make role updates.

PreviousRolesNextRole Features

Last updated