Creating the Role - Financial Aid Process Automation for PeopleSoft - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Financial Aid Process Automation for PeopleSoft

Platform
OnBase
Product
Financial Aid Process Automation for PeopleSoft
Release
Foundation 23.1
License
Essential
Standard
Premier
  1. Select Roles from Permissions & Roles under the Security menu in PeopleTools.
  2. Under the Add a New Value tab, enter a name for the new role in the Role Name field, then click Add.
    Tip:

    To make future maintenance easier, use a name for the Role that matches the name of the Permission List created for use with the OnBase Integration for Single Sign-On.

  3. Under the General tab, enter a description of the role's purpose in the Description field.
  4. Under the Permission Lists tab, add the permission list you created for use with the OnBase Integration for Single Sign-On.
  5. Click Save to save the new role.