PeopleSoft FI - Role Assignment Management Request

The PeopleSoft FI - Role Assignment Management request enables you to:

• Assign new roles to a user
• Assign another users roles to the selected user
• Revoke an existing role
• Modify additional user attributes, if enabled.

Roles can be assigned to only one user at a time.

To create a PeopleSoft FI - Role Assignment Management request

1. Provide details on the following panels
   • General Information: Use this panel to provide the following general information about the request.
     • Request Name: Provide a unique name to identify the request .
     • Request Priority: From the drop-down list, select a priority for the request .
     • Connection : 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.
       Note: In case of secured connections, users signed into Infor Risk & Compliance will be able to view and use only those connections that they have access to.
       Note: This request type does not support multiple connections.
     • Select User ID: 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.

       Note: If a request for the same user is already pending, Infor Risk & Compliance displays a message alerting you about the duplicate assignment. You have the option to continue the request, cancel it or select a different user.

       If the request is continued, then, during the approval process, the approver will see the message in the Previous Comments section.

     • Approval Manager: Select the name of the Infor Risk & Compliance user who will be an approver for the this 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
       Note: The Approval Manager field will be enabled only if the option 'Allow user to redirect request' is selected on the Access Management section on the Configuration page.
       To select an Approval Manager, type in a part of the user name. All users from the selected connection that match your search criteria are displayed. Alternatively, browse and select the desired user and click OK .
     • Additional User Attributes: 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
     • Assign roles as this user : 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.
   • New Roles to be Assigned : This panel enables you to add new roles to the user and remove unwanted roles assigned to the user.
     • Add new roles : 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.
   • Already Assigned Roles : This panel displays the roles already assigned to the selected user. This panel enables you to revoke an existing role.
     • Revoke existing roles : 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.
       Note: Click Undo to reset the revoked roles.
   • More Details
     • Comments: Provide additional information about the request through comments. Comments are mandatory if the Infor Risk & Compliance option check box on the Access Management section of the Configuration page is selected.
     • E-mail settings: 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.
       Note: Email settings are enabled and may be changed only if the check box Override this Option is selected in the Options panel of the Approval Process Template page.
     • Approval Stages : This panel provides details of the approval stages of the request and its present status .
2. Click Send. The request is sent to the specified approvers and is displayed on the Requests home page. Click the request link to view the request details and take further action.

A PeopleSoft FI - Role Assignment Management request can also be generated from the What-if analysis for PeopleSoft FI - Role Assignment Management.