User Access Updates
Environments - [Select Environment] - Users -[Select a User] - Edit
User Access Updates are made by adding or removing Roles (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 User [Traditional]
Navigate to Environments and select an Environment.
Select 'User.'
Search and select a User.
The user's current permissions will be shown. Click 'Edit' to make changes.
On the left side, search and select Roles by name.
Click 'Save' to commit the changes to PeopleSoft.
How to Update a User [via Direct Access]
Navigate to Environments and select an Environment.
Select 'Users.'
Search and select a User.
The user's current permissions will be shown. Click 'Edit' to make changes.
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)
Click 'Save' to commit the changes to PeopleSoft.
*Direct Access must be enabled under database settings.
In a User's Profile, the Roles tab displays a list of Roles assigned to the User.
From this view, you can click 'Edit' to navigate to the access page and make user updates, or you can record Audit Decisions for Roles.
How To Record Audit Decisions for Roles:
Navigate to Environments and Select an Environment.
Select 'Users'
Search and select a User.
Click the 'Roles' tab.
Use the dropdown to select an Audit Project or Create New.
Select the icons to record Approve or Deny decisions.
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