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How to Create Dynamic Role Assignments in PeopleSoft

By Biv
May 24, 2019

When your company relies on a core business application to keep operations running smoothly, you don’t want each of your departments to have access to everything, or even each person within a department to have the same level of permissions. A graphic designer shouldn’t have access to the same applications as your HR coordinator does, but your HR coordinator probably shouldn’t be able to customize your applications just like your HR director can, either.

However, you find out via a PeopleSoft Audit that certain roles were granted access to capabilities they shouldn’t have been. What do you do?

Luckily, there is a solution that simplifies the process of completing administrative tasks in PeopleSoft, particularly dynamic role assignments in PeopleSoft.

Difficult Dynamic Role Assignments in PeopleSoft

Currently, PeopleSoft enables administrative employees to set up dynamic role rules which allow authorized employees to assign roles and permission lists or set up tags that automatically change employee roles and permissions based on certain criteria. In theory, everything should go off without a hitch; however, the . This leaves ample room for error.

Admins can use logic in the form of PeopleCode, LDAP, or PeopleSoft Query rules to assign a dynamic role. DYNROLE_PUBL assigns dynamic roles by using logic from the rules to access a list of operator IDs. The role is then assigned by the ROLESYNCHEXT_MSG service operation by means of internal messaging and integration broker.

Once this system is set up, administrators can see which dynamic roles are assigned to each user in their user profile page under the roles tab. Alternatively, administrators can open the dynamic role and view the users assigned to that role. In both areas, administrators are able to test and execute the dynamic role rule.

Administrators can use a dynamic role as a tag as opposed to an authorization-assigning tool. Tags enable PeopleSoft to use logic in the form of a query or PeopleCode rule to determine whether a certain qualification is met, then the system can automatically change the user’s role to the appropriate designation. Clearly, a complicated process.

A Simple Menu Solution

A user-friendly menu that centralizes and streamlines this entire process would shave ample time off this process.

By clearly displaying the menus that users and roles have access to in PeopleSoft, administrators can quickly make change som directly on the menu bypassing the complex layers of PeopleSoft Security. Administrators can grant read-only, update, or correction access to a standalone page or full menu with a single click — empowering them to build precise roles and update users ten times faster than PeopleSoft allows them to.

With a simple solution like Sentinel Software’s authorization menu, professionals will find dynamic role assignments in peoplesoft simple.