Document number: 11643

 

 

1. Can my organization have more than one PeopleSoft Web Administrator?
   
   
2. How can I find out who my PeopleSoft Web Administrator is?
   
   
3. How does the first PeopleSoft Web Administrator get created?
   
   
4. If I am no longer the PeopleSoft Web Administrator for my organization, how do I assign a new PeopleSoft Web Administrator and remove my own Web Administrator status?
   
   
5. What is the role of the PeopleSoft Web Administrator?
   
   
6. How do I add a new user to PeopleSoft Customer Connection?
   
   
7. How do I delete users?
   
   
8. How do I get a list of users and their assigned privileges?
   
   
9. How many kinds of profiles are there?
   
   
10. How do I update my contact profile?
    
    
11. How do I print out a list of users and their contact information?
    
    
12. How do I update my customer profile?
    
    
13. How do I update my site profile?
    
    
14. Why is it important to update my site profile?
    
    
15. Someone has forgotten their password. What do I do?
    
    
16. I'm having trouble managing profile information. Where should I go for help?

 

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Can my organization have more than one PeopleSoft Web Administrator?

Yes. Current PeopleSoft Web Administrators have the ability to set both of these flags for multiple contacts within Contact Management. It is important to note that Web Administrators have advanced access and edit rights. We recommend that this authorization be granted to a limited number of people per customer.

To add another PeopleSoft Web Administrator:

1. Choose Profile from the top navigation of any page in Customer Connection.
   
   
2. Select Contact Management.
   
   
3. Search for the contact record of the person you want to make a Web Administrator by entering a first and last name, then choosing Submit. To see a list of all contacts for your organization, leave the search fields empty and click Submit.
   
   
4. Highlight the contact record of the person by clicking on the name, then choose Open.
   
   
5. To make that contact a PeopleSoft Web Administrator, place a check mark in the box next to Contact is a Web Administrator.
   
   
6. Verify that all other information in the contact record is correct, then choose Submit.

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How can I find out who my PeopleSoft Web Administrator is?

If you have access to Customer Connection, log in to Profile Administration, select Contact Management, and open your record. The name and phone number of your PeopleSoft Web Administrator displays in the screen header.

If you don't have access to Customer Connection, you can contact the Global Support Center and they can look the name up for you.

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How does the first PeopleSoft Web Administrator get created?

As part of the New Customer Launch, PeopleSoft Customer Care works with you to identify an appropriate person to manage your Customer Connection logons. This person is designated as the PeopleSoft Web Administrator. Normally, the first contact from your company to be set up on Customer Connection is your Primary Contact (designated on your PeopleSoft contract). If you're unsure of who to designate as PeopleSoft Web Administrator, we initially flag your Primary Contact as the PeopleSoft Web Administrator.

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If I am no longer the PeopleSoft Web Administrator for my organization, how do I assign a new PeopleSoft Web Administrator and remove my own Web Administrator status?

As the PeopleSoft Web Administrator, you can add and remove Web Administrator status for any active contact for your organization. To add Web Administrator status for a new contact:

1. Choose Your Profile in the top right-hand corner of any page on Customer Connection.
   
   
2. Select Contact Management.
   
   
3. Search for the contact record of the person you want to make a Web Administrator by entering a first and last name, then choosing Submit. Highlight the contact record of the person by clicking on the name, then choose Open. To see a list of all contacts for your organization, leave the search fields empty and click Submit.
   
   
4. Check the box next to Contact is a Web Administrator.
   
   
5. Verify that all other information in the contact record is correct, then choose Submit.

To remove Web Administrator status from a contact, follow steps 1 through 3 above, and then uncheck the box next to Contact is a Web Administrator. The changes become effective immediately.

If your PeopleSoft Web Administrator is no longer with your organization and you need to assign a new Web Administrator, please contact Customer Care for assistance.

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What is the role of the PeopleSoft Web Administrator?

The PeopleSoft Web Administrator controls user access to information on the PeopleSoft Customer Connection Web site. In addition, the PeopleSoft Web Administrator:

• Controls access to confidential company information by determining who can access contact, site, and customer profiles.
  
  
• Creates and registers new PeopleSoft Customer Connection users.
  
  
• Deletes duplicate and inactive users.
  
  
• Changes forgotten user passwords.
  
  
• Maintains contact, customer, and site profiles.
  
  
• Identifies and creates additional PeopleSoft Training and Web Administrators.

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How do I add a new user to PeopleSoft Customer Connection?

To add a new user:

1. Select  Register New Users on the PeopleSoft Customer Connection home page.
   
   
2. When prompted, log on using your PeopleSoft Web Administrator user name and password.
   
   
3. To avoid entering duplicate users, first enter the new user's last name and choose Continue to see if they're already in the system.
   
   
4. Complete the Enrollment Form page. (Note that all fields in red are required).
   
   
5. Select  Enroll this User to continue.
   
   
6. The Enrollment Summary page is displayed.
   
   
7. Click File, then Print to save the information for the user.
   
   
8. Click Add Another User to create another User ID.

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How do I delete users?

To prevent confusion, it's important that only the PeopleSoft Web Administrator delete duplicate and inactive users.

To delete a user:

1. Select Your Profile on the PeopleSoft Customer Connection home page.
   
   
2. When prompted, log on using your PeopleSoft Web Administrator user name and password.
   
   
3. Search for the user you'd like to remove by entering the person's last name and choosing Search.
   
   
4. Select the user's name and choose Open to bring up the contact profile.
   
   
5. Check the box next to Remove Contact.

Please note that the user's name still shows up in your organization's records as inactive, but the password is typically deleted the same day.

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How do I get a list of users and their assigned privileges?

1. Choose Your Profile, then Contact Management.
   
   
2. To retrieve a full list of users, select Search without entering a first or last name in the search fields. To limit your search, enter a first or last name (or letter) in the appropriate fields. The search display returns only active contacts in alphabetic order, and includes the contacts' first and last names, their Customer Connection user names (if defined), as well as the flag settings for PeopleSoft Web and Training Administrators.
   
   
3. Highlight the name of the desired contact and then choose Open.

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How many kinds of profiles are there?

There are three kinds of profiles:

• Contact Profile contains user's name, address, phone number, email address, time zone, desired newsletters, and preferred language.
  
  
• Site Profile includes your organization's database platform, hardware platform, network operating system, and network topology.
  
  
• Customer Profile holds your organization's annual revenue, number of employees, and corporate Website address.

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How do I update my contact profile?

Standard users can review and update their own contact profile as follows:

1. Log on to the PeopleSoft Customer Connection home page using your PeopleSoft Web Administrator user name and password.
   
   
2. Select Your Profile, then Contact Management.
   
   
3. Enter your first and last name and click Search.
   
   
4. Highlight your name and select Open.
   
   
5. Enter or update the appropriate fields (required fields are in red). Please be sure the following critical fields have correct information:
   
   Name, Address and Phone Number
   Email address
   Time Zone
   Preferred Language
   Preferred Contact Method
   Desired Newsletters
   
   
6. When finished, click Submit.

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How do I print out a list of users and their contact information?

From the PeopleSoft Customer Connection home page:

1. Choose  Support in the navigation bar on the left, Manage a Problem, then Customer Reporting.
   
   
2. Scroll down to the Customer Contacts section and enter a first or last name, or leave the field blank to retrieve all company contacts, and click Submit.
   
   
3. After the report is generated, select Print from the File menu.

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How do I update my customer profile?

While standard users can view customer profiles, only PeopleSoft Web Administrators can actually edit them.

To update your customer information:

1. Log on to the PeopleSoft Customer Connection home page using your PeopleSoft Web Administrator user name and password.
   
   
2. Select Profile, then Customer Management.
   
   
3. Select your orgnaization, then click Open.
   
   
4. Update the appropriate fields, including annual revenue, number of employees, and Website address.
   
   
5. When finished, click Submit.

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How do I update my site profile?

Only PeopleSoft Web Administrators can edit site information.

To update your site profile:

1. Log on to the PeopleSoft Customer Connection home page using your Web Administrator User Name and Password.
   
   
2. Select Profile, then Site Management.
   
   
3. Select a Product Line and click Search.
   
   
4. Highlight a specific Site ID, Project Manager, or location and click Open.
   
   
5. Enter or update the appropriate fields (required fields are in red). Please be sure the following critical fields have correct information:
   
   Database Platform/Release
   Hardware Platform
   Network Operating System
   Network Topology
   
   
6. When finished, click Submit.

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Why is it important to update my site profile?

If our Customer Care and PeopleSoft Global Support Center teams know your current configuration, your software orders will be accurate, and your technical support questions can be answered more quickly.

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Someone has forgotten their password. What do I do?

If a user forgets a password, the PeopleSoft Web Administrator must change it.

To change a forgotten password:

1. Select Register New Users from the Customer Connection home page.
   
   
2. When prompted, log on using your PeopleSoft Web Administrator user name and password.
   
   
3. Find the user by entering the person's last name and hitting Continue.
   
   
4. On the Potential Duplicate Enrollment Entries page, locate the user that needs a new password.
   
   
5. At the user's name, click Use. Then scroll down to the bottom of the screen and click Continue.
   
   
6. Click Change Password to proceed.
   
   
7. Enter the new password and click Continue. The password change is confirmed.
   
   
8. Click File, then Print to save the information for the user.

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I'm having trouble managing profile information. Where should I go for help?

You can submit new and manage existing PeopleSoft Global Support Center cases through Online Support.

You can also contact the Global Support Center directly.

 

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Created by the PeopleSoft Knowledge Management Team.
Copyright © 2003 All rights reserved.
Created: amq 05/08/2003