IV 2. User Profile – ID

 

2.     User Profile – ID

When there are several different types of users that are granted access to the PeopleSoft system, it is useful to identify the user type and their assigned ID in the appropriate application module. For example, the PeopleSoft system could be accessed by the employees, external job applicants and customers. Each of the user type has a unique ID assigned to them in their respective application module. Employees are uniquely identified by their employee ID, external applicants are assigned a Applicant ID while each customer is identified by a unique customer ID. This allows the system to automatically present their specific information when accessing self- service pages.

A.     Enabling the Profile Types

Navigation: PeopleTools >> Security >> Security Objects >> User Profile Types

Primary Record: PSOPRALIASTYPE

  1. Navigate to the User Profile Types page and click search.
  2. PeopleSoft provides several commonly used profiles types that can be enabled as required. Select the appropriate profile type or click on ‘Add a New Value’ to define a new profile type.
  3. For existing User profile types, all required information is already populated. Select the ‘Enabled?’ check box. For new profile type, add the appropriate description and the table field information that stores the key values for the profile type.
  4. Save the User Profile Type.

5_3Figure V‑3 User Profile Types

** It is recommended to always have the ‘NON’ user profile type enabled for the user profiles that are not associated with any profile type.

 

B.     Update User Profile with ID information

Primary Record: PSOPRALIAS

The ID tab in User Profile component is used to associate the user profile with the appropriate user entity type and entity ID.

  1. Navigate to User Profile component and search for the user id to be updated. Once on the user profile, go to the ID tab.
  2. Select the appropriate User Profile Type from the ID Type drop down menu. Only the user profile types activated in the User Profile Types page are visible in the drop down.
  3. Depending upon the ID type selected, the Attribute values grid displays fields to be updated for the key values required. Enter the corresponding key values for the user profile.
  4. Click on the ‘Set Description’ link in the user description section. This will update the user profile description to the ‘Description’ of the ID type key value entered. You can overwrite this by manually typing the description of the user profile.
  5. Save the user profile.

5_4

Figure V‑4 User Profiles – ID

** At least one ID Type is required for every user profile. If you do not want to associate the user profile to entities in other key modules, select ID of NON.