PCP SU Training

PCP Patricia Name Record (Natural Person) Mandatory Fields – Email, Language & “User Connection” PCP Details tab Case to Company to PCP User connections

PCP Admin - Roles Roles = Security Groups (PCP) Default User Association PCP Configurations based on Roles One role per user

PCP – Pages & Portlets Pages contains portlets Pages requires view permissions per role If a user has access to a page, they have access to everything on that page Portlets is the functional blocks of a page Some portlets depend on other to be of use

PCP – User portlets User portlets are the ones that end users will have access to Covers both view and update features Only requires view permission on related page to use

PCP – Admin Portlets Admin portlets are the ones where configuration of the “user” portlets are done Configurations are based on roles Both layout and security configurations

PCP Admin – Portlet Look & Feel and Configuration Customize Portlet design using Look & Feel Advanced Styling available with custom CSS (Cascading Style Sheet) Individual Portlet permissions

PCP Admin - Troubleshooting User unable to logon User locked out “Requested Resource <URL> not available” Missing users/No users found (Admin) Not able to Update/Create user from Patricia Name record