ctcLink Reference CenterResourcesPeopleSoft Security CS SecurityCS 9.2 - Advisors - Dynamic Role Access, Masking and Optional Role Recommendations

CS 9.2 - Advisors - Dynamic Role Access, Masking and Optional Role Recommendations

Purpose: Use this document to better understand how the ZZ SS Advisor role is granted dynamically, what the role provides access to, and how masking permissions control the  visibility of content.

Audience:  Local Security Administrators

What Drives the Assignment of the ZZ SS Advisor Role

Some Roles are dynamically assigned by  processes run periodically in the background. Dynamic Roles are  assigned based on criteria and will be automatically removed if the criteria no longer exists when the process is next run. Some examples:

  • Faculty assigned access to Faculty Center
  • Advisors Only assigned access to Advising Center
  • Faculty/Advisors assigned access to Advising Center

Identify Dynamically-assigned Faculty Role

If the user is faculty only, and not also an advisor, her Instructor/Advisor Table looks like this: 

Instructor Advisor Table page

Her Faculty Center navigation looks like this:

Faculty Center Navigation page

Identify Dynamically-assigned Advisor Role

If the user is advisor only, and not also faculty, her Instructor/Advisor Table looks like this:

Instructor Advisor Table page

Her Advisor Center navigation looks like this:

Advisor Homepage page

Identify Dynamically-Assigned Faculty AND Advisor Roles

If the user is both an advisor and a faculty member, her Instructor/Advisor Table looks like this:

Instructor Advisor Table page

And, of course, she'll have both Faculty Center and Advisor Center navigation.

How the Campus Solutions Masking Options Work in Advising
Distributed User Profiles - General tab

Four Masking Options - Campus Solutions Pillar              

The format for the Distributed User Profiles General tab Primary and Row Security fields is: CTC_PT_MASK_xxxx, where 'xxxx' is the desired masking for two key personal information fields: Social Security Number (referred to as National ID or NID in PeopleSoft) and Date of Birth.

Valid values are:

  • CTC_PT_MASK_ALL  (default) = Mask Social Security Number and Mask Date of Birth
  • CTC_PT_MASK_SSN = Mask Social Security Number and Unmasked Date of Birth
  • CTC_PT_MASK_NONE = Mask Social Security Number and Unmasked Date of Birth
  • CTC_PT_MASK_PARTIAL = Mask Social Security Number and Partial Masking of the Date of Birth

Let's take a look at the Distributed User Profiles General tab for four different advisors, each of whom has one of the four masking values:

General Tab page
General Tab page
General Tab page
General Tab page
Student Services Center (Student) - Search page

Now let's look at the Student Services Center (Student) search page for each of our four advisors, so we can see the results of the masking values:

Student Services Center Student Search page
Student Services Center Student Search page
Student Services Center Student Search page
Student Services Center Student Search page
Student Services Center (Student) - General Info tab

Next we'll select a student from the search page for each of our four advisors, so we can see the results of the masking values in the General Info tab:

General Info tab
General Info tab
General Info tab
General Info tab
Advisor Homepage and Advisor Center Tile

Here's what the Advisor Homepage looks like for any of our four advisors:

Advisor Homepage page

And here's what happens when the advisor clicks the Advisor Center tile on the Advisor Homepage:

Advisor Center page
What Can the Advisor See in Student Services Center (Student)?
Academic Tab - Class Term Data

Now we'll look at class term data on the Academic tab for each of our four advisors:

Term Summary page
Term Summary page
Term Summary page
Term Summary page
Admission Tab - Test Scores

Next we'll look at test scores on the Admission tab for each of our four advisors:

Test Summary page
Test Summary page
Test Summary page
Test Summary page
Controlling User Defaults from Within the Advisor Homepage

The PeopleSoft Fluid User Interface (Fluid) grants individuals the ability to customize many different aspects of PeopleSoft to aid in a more user-friendly and efficient system.

My Preferences

My Preferences allows the user to customize certain default settings about how PeopleSoft behaves, such as accessibility, language, calendars, and which elements are included when tabbing through a page.

My Preferences can be accessed via the Action Menu (vertical ellipsis) on the upper-right of the homepage, or via the NavBar, if it's available to the user.

Action menu page

After the user has made any changes to My Preferences, she will need to click Save to retain her settings. If she wants to reset any changes she has made, she can click Restore Defaults.

General Settings page

Campus Preferences

Here is where users can set the Institution, Career and Term without having User Defaults page access and the additional NavBar access.

Campus Preferences page
Pages for Advisors Outside Advisor Homepage

Purpose:  This section provides a list of pages outside of the Advisor Homepage that an advisor may need to access.

Audience:  Local Security Administrators

Please click this Pages for Advisors Outside Advisor Homepage link to open the Quick Reference Guide in a new window.

0 Comments

Add your comment

E-Mail me when someone replies to this comment

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.