HCM Security - Assigning Roles to Users

Purpose:  Use this document as a reference for how to assign roles to users in ctcLink.
Audience: HCM College Security Administrators

Step 1 -  Assign User Roles - Using Distributed User Profiles

Navigation: Main Menu > PeopleTools > Security > User Profiles > Distributed User Profiles

  1. Enter User ID in the Search by field on the Distributed User Profile page.
  2. Click Search.
Find an Existing Value tab
3.  The General Tab

This page captures basic information about the user, including the User ID and name. From a security standpoint there are only two items of interest on this page. In the Permission Lists section at the bottom of the page there is a value for the Primary permission list and the Row Security permission list. These values impact a user’s experience in PeopleSoft.

4.  User Profiles ID Tab

This tab identifies the User’s ID Type, Empl ID and Name.

ID tab
  1. Navigate to the User Roles tab.
  2. Determine the roles that the user needs for their job position.
  3. Click the Lookup to see list of roles.
  4. Click on the role that you want to add to the User's Profile.
  5. Click the (+) button to add a new row - NOTE:  Most users will have multiple roles assigned.
  6. Repeats steps 7, 8 and 9 to include additional role(s).
  7. Click Save.
  8. Repeat process for multiple users.
User Roles tab
  1. Navigate to the User Profile Audit tab. This is an informative page where you can see who was the last person to make a change to the user's security.

After adding roles to users there are three (3) processes that need to run before users will see data.


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