Learning About PeopleSoft Access Roles

Peoplesoft

Overview

Definitions of PeopleSoft Security Roles

The PeopleSoft Student Information System consists of several modules that support the entire life cycle of a student. Access to these modules and related responsibilities are grouped into PeopleSoft Security Roles. Through the submission of a Federated Authorization Request, security contacts request PeopleSoft access privileges for individuals within their Responsibility Center. This article provides information on the defined PeopleSoft Security Roles with a summary of the access that each provides.

Detail

♦ Denotes Security Roles that provide a level of access that requires Data Steward approval beyond the Responsibility Center PeopleSoft Security Contact and Supervisor once a Federated Authorization Request is submitted.

Student Records Roles

Academic Advisement, Milestone and Academic Standing

Role	Role Description	Summary of Access	Required Approvals
AA_USER	Run Academic Advising Reports	This role is for advisors to run individual advising reports for students.	Security Contact
AA_EXCEPTIONS_COR	Process and Correct Individual Student Advising Exceptions	This role is for advisors who can correct existing course substitutions for a student's degree requirements.	Security Contact
AA_EXCEPTIONS	Process Individual Student Advising Exceptions	This role is for advisors who approve course substitutions for a student's degree requirements.	Security Contact
AA_VIEW	View Advising Requirement Setup Pages	This role is for staff to view academic advisement requirement setup.	Security Contact
SR_ACAD_STAND_UPD	Update academic standing	This role allows users to update academic standing for students.	Security Contact
SR_ACAD_SUP_MILESTONES	Update Milestones for Students	Update Milestones for Students.	Security Contact
SR_ACAD_SUP_MLSTNS_VIEW_ONLY	View Milestones for Students	View Milestones for Students.	Security Contact

Advisors & Transfer Credit

Role	Role Description	Summary of Access	Required Approvals
SR_ACAD_SUPPORT_1	Advisor Self-Service, View Transfer Credit	This role is for advisors/staff to access self-service advising functions and to view transfer credit results.	Security Contact
SR_ACAD_SUPPORT_2	Advisor Self-Service, Post Transfer Credit	This role is for advisors/staff to access self-service advising functions and to update transfer credit for individual students.	Security Contact
SR_ADVISOR_TST	Advisors, Update Test Credit	Enter and Post Test Credit.	Security Contact

Class Permission Numbers

Role	Role Description	Summary of Access	Required Approvals
SR_CLASS_PERM_NBR	Create Permission Numbers	This role is for advisors/staff to generate class permission numbers.	Security Contact

Class Scheduling

Role	Role Description	Summary of Access	Required Approvals
AC_ADMIN_SRVCS_STAFF1	Add Instructors to Class Sections	This role is for administrative staff responsible for assigning instructors.	Security Contact
SR_INSTRUCTOR_ADVISOR_ASSIGN	Create Instructors/Advisor Records	This role is for administrative staff responsible for creating instructor and/or advisor records.	Security Contact

Office of the University Registrar Only

Role	Role Description	Summary of Access	Required Approvals
♦ AA_SETUP	Academic Advising Setup - Functional Team	This role is for University Registrar staff responsible for maintaining academic advising requirements.	Student Records Data Steward
SF_TUITION_CALC	Calculate Tuition - Registrar Staff	This role is for Registrar staff to run tuition calculation.	Security Contact
♦ SR_RGNL_ADV_EXCR	Course Credit Transfer Update – Regional Advisor		Student Records Data Steward
SR_TEST_SCORES	Enter Test Credit Rules and Process Suspense File	This role is for Registrar staff to setup test rules and access the test load suspense file.	Security Contact
SR_RGNL_REG_STAFF	Regional Base Role - Registrar Staff	This role is for Regional Registrar Office staff.	Security Contact
SR_STAFF_STUDENT_SERVICE1	Student Services Role 1 - Registrar Staff	This role is for University Registrar staff responsible for student enrollment	Security Contact
SR_STAFF_STUDENT_SERVICE2	Student Services Role 2 - Registrar Staff	This role is for University Registrar staff responsible for transcripts and certification.	Security Contact
♦ SR_BIODEMO_UPDATE	Update Bio/Demo Data for Students	This role is for University Registrar staff responsible for maintaining student bio/demo data.	Student Records Data Steward
♦ SR_ENR_REQUEST_VIEW	View Enrollment Summary	This role is for Registrar staff to access enrollment audit results.	Student Records Data Steward

Program Plan & Enrollment

Role	Role Description	Summary of Access	Required Approvals
SR_PERC	Post Enrollment Requirement Checking	This role is for advisors/staff responsible for post enrollment requirement checking.	Security Contact
♦ SR_ADVISOR1	View Program/Plan and Create Enrollment	This role is for advisors/staff who enroll students and need to view a student's program/plan.	Student Records Data Steward
♦ SR_ADVISOR2	Update Program/Plan and Create Enrollment	This role is for advisors/staff who enroll students and can change a student's program/plan.	Student Records Data Steward
♦ SR_ADVISOR_VIEW_ONLY	View Program/Plan, View Enrollment Data	This role is for advisors/staff who need to view student enrollment and a student's program/plan.	Student Records Data Steward

University Center for International Studies Only

Role	Role Description	Summary of Access	Required Approvals
♦ SR_UCIS_SPECIAL_STAFF	Update Program/Plan and View Student Degrees - UCIS Staff	This role is for UCIS staff responsible for enrolling and advising UCIS students.	Student Records Data Steward

Student Records Functional Lead

Role	Role Description	Summary of Access	Required Approvals
♦ SR_FUNCTIONAL_LEAD_WORK	Student Records Functional Lead	This role is for the student records functional lead.	Student Records Data Steward

Admissions Roles

Office of Admissions and Financial Aid Only

Role	Role Description	Summary of Access	Required Approvals
♦ AD_FUNCTIONAL_LEAD_WORK	Admissions Functional Lead	This role is for the admissions functional lead.	Admissions Data Steward

Admissions Staff

Role	Role Description	Summary of Access	Required Approvals
AD04_USER	Enter Test Scores, Education and 3C Letter Codes, View Applications, Update Prospects	This role allows admissions staff access to update prospect data, test scores, prior education, and 3C Letter Code. This role can also view applicant data, comments and checklists.	Security Contact
AD05_USER	View Applications, Update Prospects, Enter 3C's	This role allows admissions staff access to update prospect data, test scores, prior education, and 3Cs. This role can also view applicant data.	Security Contact
♦ AD06_USER	Update Applicant and Prospect Data, Enter 3C's	This role can update prospect and applicant data, test scores, prior education and 3Cs.	Admissions Data Steward
♦ AD07_USER	Update Applicant and Prospect Data, Enter 3C's, Update Residency	This role can update prospect and applicant data, test scores, prior education, 3Cs, and residency.	Admissions Data Steward
♦ AD08_USER	Update Applicant and Prospect Data, 3C's w/ Letter Generation. This is the base role for all other AD08 roles.	This role can update prospect and applicant data, test scores, prior education, 3Cs with letter generation processing, and residency.	Admissions Data Steward

Admissions Application Correction

Role	Role Description	Summary of Access	Required Approvals
♦ AD08_APP_CORRECTION	Correct Admission Application	This role is for admission staff who need access to application maintenance in correction mode. Users assigned to this role must also have the AD08_USER role.	Admissions Data Steward

Admission Roles: Admission Staff Test Loads

Role	Role Description	Summary of Access	Required Approvals
AD08_USER_SATACT	Load ACT/SAT Test Scores	Role for Staff responsible for loading ACT & SAT test scores. Users assigned to this role must also have the AD08_USER role.	Security Contact
AD08_USER_TEST_GRAD	Load Test Scores (non-ACT/SAT)	Role for Staff responsible for loading other test scores. Users assigned to this role must also have the AD08_USER role.	Security Contact

Non-Admissions Staff View

Role	Role Description	Summary of Access	Required Approvals
AD01_GUEST	View Admissions data	This role is for non-admission office staff who need view-only access to admissions data.	Security Contact

Financial Aid Roles

Office of Admissions and Financial Aid Only

Role	Role Description	Summary of Access	Required Approvals
♦ FA_FUNCTIONAL_LEAD_WORK	Financial Aid Functional Lead	This role is for the financial aid functional lead.	Financial Aid Data Steward

Financial Aid Staff Advanced (Restricted Access)

Role	Role Description	Summary of Access	Required Approvals
♦ FA_VIEW	View Access to Financial Aid Data	This role is for financial aid staff who require view access to student financial aid data.	Financial Aid Data Steward
♦ FA_SUPER	Advanced Financial Aid Processing	This role is for financial aid supervisors who require all standard financial aid processing and setup of financial aid base tables.	Financial Aid Data Steward
♦ FA_AUTH_DISB	Authorization and Disbursement	This role is for financial aid staff responsible for authorization and disbursement.	Financial Aid Data Steward
♦ FA_STAFF	Standard Financial Aid Processing w/ 3C Processing	This role is for financial aid staff who require all standard financial aid processing.	Financial Aid Data Steward

Financial Aid Staff

Role	Role Description	Summary of Access	Required Approvals
♦ CC_3C_USER_VIEW_ONLY	View 3Cs requires 3c Inquiry Group access	This role is for financial aid staff to view assignment of 3Cs.	Financial Aid Security Contact
♦ CC_3C_SUPER_USER_UPDATE	Update 3Cs requires 3c Inquiry Group access	This role is for financial aid staff responsible for setting up the 3Cs This role can also run letter generation processing.	Financial Aid Security Contact
♦ SA_INQUIRE_FINANCIAL_AID	View SR Data for FA Staff	This role is for financial aid staff to view bio/demo data, a student's account, enrollment, program/plan and student group assignment.	Financial Aid Security Contact

Student Financial Roles

Cashiering

Role	Role Description	Summary of Access	Required Approvals
♦ SF_CASHIER	Cashier Role	This role is for student financial services staff responsible for running cashiering.	Student Financials Data Steward
♦ SF_CASHIER_SUPRV	Cashier Supervisor Role	This role is for student financial services supervisors responsible for cashiering. This role include setup capabilities for cashiering tables.	Student Financials Data Steward

Customer Account & Department Aid

Role	Role Description	Summary of Access	Required Approvals
♦ SF_VIEW	View Customer Account	This role is for any staff member to have view access to a student's account.	Student Financials Data Steward
♦ SF_DEPARTMENT_AID	Cashier Supervisor Role	This role is for any staff member responsible for entering department aid.	Student Financials Data Steward

Residency

Role	Role Description	Summary of Access	Required Approvals
♦ CC_RESIDENCY_DISPLAY	View Access to Residency Determinations	This role is for student financial services staff to view residency assignments.	Student Financials Data Steward

Student Account & Billing

Role	Role Description	Summary of Access	Required Approvals
♦ SF_SUPPORT	Student Accounting & Billing Staff Role	This role is for student financial services billing and student account staff.	Student Financials Data Steward
♦ SF_SUPERVISOR	Student Accounting & Billing Supervisor Role	This role is for student financial services billing and student account supervisor.	Student Financials Data Steward

Student Payment & Collections Center

Role	Role Description	Summary of Access	Required Approvals
♦ SF_STUDENT_PAYMENT_CENTER	Student Payment Center Staff Role	This role is for student financial services staff working in the student payment center. Includes cashiering functions and refunding.	Student Financials Data Steward
♦ SF_ACS_PROCESSING	ACS Processing	Access to add and maintain data on new loan table that supports month end processing to Affiliated Computer Services.	Student Financials Data Steward

Departmental Roles

Role	Role Description	Summary of Access	Required Approvals
CC_ATHLETICS	Update Athletic Participation and Run Athlete Credit Report	This role is responsible for assigning a student's athletic participation.	Security Contact
SA_AS_SDW	View of Athletic Participation	Inquire access to athletic participation.	Security Contact
SA_PANTHER_CENTRAL	View Bio/Demo, Enrollment, FA Award and Customer Account Data – Panther Central	This role is for panther central/housing staff needing view access to student bio/demo data, enrollment data, financial aid award status, and the student account.	Security Contact
SA_UNIVERSITY_POLICE	View Bio/Demo and Enrollment Data - University Police	This role is for university police staff needing view access to student bio/demo and enrollment data.	Security Contact
SA_ATHLETIC_DEPT	View of Athletic Participation and Transfer Credit	This role is for athletic department staff needing access to student athlete participation and transfer credit results.	Security Contact
SA_INSTITUTIONAL_RESEARCH	View All Data - Institutional Research	This role is for institutional research staff.	Security Contact
SA_INTERNAL_AUDIT_FA_SR_SF	View All Data - Internal Audit	This role is for internal audit staff.	Security Contact
SA_STUDENT_AFFAIRS	View Bio/Demo and Enrollment Data - Student Affairs	This role is for student affairs staff needing view access to student bio/demo and enrollment data.	Security Contact
SA_STUDENT_AFFAIRS_FA_SR_SF	View Bio/Demo, Enrollment, FA Award and Customer Account Data	This role is for student affairs staff needing view access to student bio/demo data, enrollment data, financial aid award status, and the student account.	Security Contact
SA_STUDENT_AFFAIRS_SR_SF	View Bio/Demo, Enrollment, and Customer Account Data	This role is for student affairs staff needing view access to student bio/demo data, enrollment data, and the student account.	Security Contact
SA_STUDENT_AFFAIRS-OIS	Update Citizenship and Visa/Permit Data	This role is for student affairs OIS staff to update citizenship and visa/permit data.	Security Contact
SA_COURSE_SCHEDULE_LMS_UPDATE	Special Update for UCTL	Update Class Section LMS.	Security Contact
SF_EDUCATION_BENEFIT	Update Educational Benefits - HR	This role is for staff responsible for updating the employee educational benefits.	Security Contact

Campus Community Roles

Role	Role Description	Summary of Access	Required Approvals
CC_SERVICE_INDICATOR_UPDATE	Update/View Service Indicator Data (Holds)	This role is for advisors/staff to view or add/release Service Indicators (Holds).	Security Contact

Related Information

Default or System Managed Roles

Default Roles

The following Roles are assigned to User Profiles by default as applicable. These Roles should not be included when submitting a PeopleSoft Federated Authorization Request for New, Modify or Remove user access.

APP_USERS_DEFAULT

PITT_PAPP_USERS

PeopleSoft User

System Managed Roles

The following Roles are assigned to User Profiles by system processing. These Roles should not be included when submitting a PeopleSoft Federated Authorization Request for New, Modify or Remove user access.

SS_ADVISORS	Advisor Self Service	System assigned when the individuals PeopleSoft ID associated with their Account/User Profile is added to the Instructor/Advisor Table with the Advisor checkbox checked. Updating the individuals Instructor/Advisor Table entry to a Status of Inactive will remove the SS_ADVISORS and if applicable, SS_INSTRUCTORS Role.
SS_APPLICANTS	Applicant Self Service	System assigned when an individual meets the admissions applicant criteria. This Role will be removed and replaced with SS_STUDENT when the applicant meets the criteria as a student.
SS_ENROLLMENT	Student Enrollment Self Service	System assigned when a student meets self service enrollment criteria. This Role will be removed when a student no longer meets self service enrollment criteria.
SS_INSTRUCTORS	Instructor Self Service	System assigned when the individuals PeopleSoft ID associated with their Account/User Profile is added to the Instructor/Advisor Table and the Instructor Type is not set to Advisor Only. Updating the individuals Instructor/Advisor Table entry to a Status of Inactive will remove the SS_INSTRUCTORS and if applicable, SS_ADVISORS Role.
SS_STUDENT	Student Self Service	System assigned when an individual meets the student criteria; Admissions Application set to Intent to Matriculate (DEIN), Matriculated with an active Student Program/Plan, or a completed Student Program/Plan with a Completion Term of 2154 (Spring Term 2154) or later.
PITT_GCR_DEPT_ADMINS	Grade Change Workflow	System assigned upon Office of the University Registrar adding the individual to the Academic Org Person Setup for Grade Change Workflow. To remove this Role, contact the Office of the University Registrar to have the individual removed from the Academic Org Person Setup for Grade Change Workflow.
PITT_CSU_DEP_ADMINS	Class Section Update Workflow	System assigned upon Office of the University Registrar adding the individual to the CSU Academic Org Setup for Class Section Update Workflow. To remove this Role, contact the Office of the University Registrar to have the individual removed from the CSU Academic Org Setup for Class Section Update Workflow.
PITT_GCR_DEPT_ADMINS	Graduation/Degree Change Workflow	System assigned upon Office of the University Registrar adding the individual to the Academic Program Security setup for Graduation/Degree Change Workflow. To remove this Role, contact the Office of the University Registrar to have the individual removed from the Academic Program Security setup for Graduation/Degree Change Workflow.
PITT_IMGNOW	Perceptive Content Pass-Thru	System assigned with the individuals Account/User Profile is added to an Active Directory Group associated with access to Perceptive Content. To remove this Role, contact the individual within your school/department that has access to add and remove users from their respective Perceptive Content related Active Directory Group, or contact the Perceptive Content Team for assistance.

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