PeopleSoft FI - Role Assignment Management

1. On the Manage menu, click Requests. The Requests page is displayed.

2. Click New. A drop-down list displays a list of requests that can be created for the installed Insights.

3. Click PeopleSoft FI - Role Assignment Management. The page for creating a new request is displayed.

Provide a unique name to identify the request. This name is reflected on the Requests home page.

From the drop-down list, select the priority of the request being created.

Select the connection for which the request is being created. You can set this connection as default from Preferences page.

To select a connection, type in a part of the connection name in the autosuggest text box. All the connection names matching the search criteria will be displayed. Select the required connection.

Alternatively, browse and select the required connection and click OK. The selected connection appears in the Connection field.

Select the user whose roles are to be modified or select the user to whom you want to assign new roles.

To select a user, type in a part of the user name in the autosuggest text box. All users from the selected connection matching your search criteria are displayed. Select the desired user name.

Alternatively,  browse and select the desired user and click OK. The selected user appears in the Select User ID field.

After you select a user, the screen will display the roles already assigned to the selected user and will enable you to add or revoke roles. If the connection selected is a mapped connection then the list of roles assigned to the user from the other connections are also displayed.

Provide the name of the Approva One user who will be the approver for the current request if the user’s manager is unable to approve the request. For example, if the approval template has Manager of User as the approver at one or more stages but the manager is out of office, then the Approval Manager will approve the request.

To select an approval manager, type in a part of the user name in the autosuggest text box. All users matching the search criteria will be displayed. Select the required user.

Alternatively,  browse and select the desired user and click OK.

User attributes can be configured for the connection in which the user is present and should be enabled through the AdditionalUserAttributes_PSFTFI.xml file so that they are displayed on the request creation page.

For details, refer to the PeopleSoft - Configuration Settings Guide

Provide the name of the user whose roles are to be assigned to the new user.

To select a user, type in part of the user name in the autosuggest text box. All users from the selected connection and matching the search criteria will be displayed. Select the required user.

Alternatively,  browse and select the desired user and click OK. The user appears in the Assign roles as this user field.

The roles belonging to the selected user are displayed on the New Roles to be Assigned panel.

This panel enables you to assign new roles to the selected user. If you selected an existing user in the Assign roles as this user field, the roles belonging to that user will be listed here and you have the option of removing roles that are not required.

To assign new roles to the selected user, type in a part of the role name in the autosuggest text box or browse for the role. All role names from the selected connection and matching your search criteria are displayed. Select the required role. The selected role marked with icon appears in the New Roles to be Assigned  field.

To remove a role assigned to the user,

Select the check box next to the role to be removed and click Remove.

This panel enables you to revoke any of the already assigned roles in the selected connection. Roles assigned to this user from the other connections cannot be revoked.

To revoke a role, select the check box next to the role to be revoked and click Revoke. The role will be revoked after the request undergoes the approval process.

By default, all existing role assignments cannot be revoked through this request.

Comments are mandatory if the Requestor Comments option check box is selected in the approval template global settings on the Configuration page (Settings -> Configuration -> Access Management -> Approval Options -> Requestor Comments).

This tab enables you to send email notifications to request participants or other users at specific stages of a request.  

1. Select any of the request status check boxes next to a user. Email notifications will be sent to that user when the request reaches that status. The option Approval Email Notification ensures that a user is notified whenever a request is posted to that user’s Inbox.

2. Select the check box Display comments in email notifications, if you want the application to display comments in the notification.

3. Other users can be notified by selecting the option Others. Provide the email address for the other users in the Other emails text box and click the Add icon.

This panel provides details of the approval stages of the request and its present status.