Dynamic Roles Setup in PeopleSoft

Roles play a major part in PeopleSoft security administration. In PeopleSoft security, Users are assigned to Roles, Roles mapped with Permission lists and Permission lists holds the list of accessible objects. There will be situation arise in PeopleSoft to assign the roles dynamically to Users.

PeopleSoft support this feature by Dynamic roles assignment process. This blog entry helps us to assign the roles dynamically to Users based on Role Query.

1.Create a new Public Role query in Query manager to provide the list of User Id based on business rules.

2.Create a new role in ‘Roles’ component and navigate to the ‘Dynamic Members’ tab. Check the ‘Query Rule Enabled’ flag to ‘Y’ and select the Role query in the ‘Query Rule’ prompt and run the ‘DYNROLE’ or ‘DYNROLE_PUBL’ (if App message needs to be triggered) application engine process. After successful run of the process, the Users who are fetched through the role query will be assigned with the role dynamically. When the Application process reruns, all the Dynamic role entries will be cleared and the Users will be reloaded based on the current output of the role query.

3.Dynamic roles will also be listed under ‘User Profiles’ navigation. However it can be distinguished from the Static roles by the ‘Dynamic’ flag in the ‘Roles’ tab. 
   

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