Finance Related Systems Access Request Form

The first step of the request process is to attain approval by email from the department head of the rights request you are making.
See process overview for more information.

*Approval

*this section should have information of who you received an approval email from and when

Attestation (required)

I received an approval via email for this request

Approval email date (required)

Approving department head name (required)

*Requester

*this section should have your information

Requester name (required)

Requester email (required)

(your University of Massachusetts email address)

I am a manager requesting rights change for one of my employees (required)

*Employee for this rights change request

*this section should have the information of the employee for whom you are requesting rights be changed

Are you requesting a rights change for yourself (required)

Employee name (required)

Employee - Employee ID

An employee's ID can be found on their paycheck, available in HR Direct.
(HR Direct → Payroll → Paychecks)

Employee department or function (required)

Other (Employee department or function) (required)

(please specify)

*Manager of the employee in this rights change request

*this section should have the information of the manager of the employee for whom we are changing rights

Manager name (required)

Manager email (required)

(University of Massachusetts email address)

Request information

System (required)

Priority

"Urgent" indicates that the request requires expedited attention due to an operational disruption, risk, or health and safety consideration.

Desired date (required)

(date after which an operational disruption, risk, or health and safety issue will occur if not completed)

BuyWays

See BuyWays Role Description Guide for descriptions or roles

BuyWays Environment (required)

"Test (TST)" is only used in rare cases where you are involved in system development and testing. Typically, this should always be set to "Production (PRD)".

Update(s) to the employees roles (rights) in BuyWays (required)

Add roleRemove role

ADD these BuyWays rights

Roles to Assign:

Business Analytics Dashboard Creator

(With this role, the user will be able to create/configure dashboards and then share those dashboards with other users for the new BuyWays/Jaggaer feature for reporting)

Contract Administrator

(can create contracts and assign contract owners,manage all contracts, and update the configuration within the Total Contract Manager area)

Contract Owner

(can manage contracts for which they are assigned as an owner, create and manage their own contracts;view others' contracts where the other owners have granted non-owners Full or Partial visibility)

Inquiry AccessInvoice Approver

(approve vouchers, assign a substitute approver, and place vouchers on hold in their workflow folder(s). A user must be assigned to a workflow step as part of the invoice workflow to be able to receive a voucher for approval. For the President’s Office, this role to review all invoices and to clear invoice match exceptions for requisitions created by the Shopper)

Procard Form Approver with Edit

(With this role, an approver will be able to modify details of any Procard Form requisition assigned to them for approval. They will be able to review, return, reject or approve Procard Form requisitions.)

Procard Form Approver without Edit

(approver not be able to modify details of any Procard Form requisition assigned to them for approval but will be able to review, return, reject or approve Procard Form requisitions)

Procard User

(allows a President's Office user to create a form to list all procard reallocations. Form then creates a requisition but not a Purchase Order. This ability is to remove the manual process in place today)

Requisition Approver without Edit

(Department Managers only)

Requisitioner

(can shop catalogs, build carts and submit carts into workflow. Cart submission includes his/her own and carts assigned to them by shoppers)

Shopper

(The Shopper role provides shopping access to BuyWays users. Users will be able to shop, create carts and assign those carts to a requisitioner. User with this role cannot submit a cart into workflow themselves.)

Shopper2

(The Shopper role provides shopping access to BuyWays users, same as the Shopper role. Users will be able to shop, create carts and assign those carts to a requisitioner. User with this role cannot submit a cart into workflow themselves. This role was created for an additional level of approval while the order was still in a cart.)

Sourcing Initiator

(Sourcing Specialists have the ability to create sourcing events, approve their own events and awards)

Sourcing Specialist

(Sourcing Specialists have the ability to create sourcing events, approve their own events and awards)

Supplier Invite

(Has the ability to invite a supplier to register via supplier self-service.)

Other rights (describe below)

Add Other (required)

(please describe)

UPST only - Roles to Assign:

AP Professional

(Enters paper invoices and credits into BuyWays. They will manage exception invoices that the department was not able to resolve.)

AP Supervisor

(This role has the same permissions as the AP Professional. Additionally, the AP Supervisor will be to perform a limited level of invoice workflow folder management.)

Catalog Administrator

(This role can view only their orders – not organization wide. They do not have any approval permissions of requisitions or purchase orders. This role also has Administration permission which allows them to access and modify some setting within the application.)

Contract Requestor

(create contract requests through Contract Request menu, see any contract requests that they previously created and the status of those requests)

Integration Administrator

(The Integration Administrator roles allows for a central administrator to review and monitor the integration queues between BuyWays and PeopleSoft. They will be able to review and restart failed documents.)

Librarian

(Sourcing Librarians have the ability to manage sourcing libraries, create collateral in the library, manage templates)

PO State Funds Approver

(part of the PO workflow; once assigned to the state funds approval step, they will be able to review, edit and approve POs for state funds)

Procurement Buyer

(allows user to manage their requisition and PO approvals along with editing requisitions and PO’s)

Re-open Purchase OrdersReceiving

(adds the permission/capability to create a receipt. The user will be able to receive [cost or quantity] for any purchase order they can see in document search)

Requisition Approver with Edit

(able to modify details of any requisition assigned to them for approval)

Security / Workflow Administrator

(This role combines the Security Admin role and Workflow Admin Role as having each of the individual roles prevented the admin from being able to have the appropriate access. This role has the correct permissions assigned so that they would not interfere with each other.)

Security Administrator

(allows the user to manage and update users for their campus)

Sourcing Administrator

(Sourcing Admins have the ability to create sourcing events, review and approve sourcing events from others, review and approve awards from others and manage library items and templates)

Supplier Administrator

(This role allows the user to edit any/all suppliers within BuyWays)

Supplier Approver

(Has the ability to approve supplier adds and changes in workflow)

Supplier Management Administrator

(Has the abilities of the supplier manager, with the ability to manage supplier email templates, supplier communication, and supplier groups.)

Supplier Manager

(Has the ability to add suppliers via Proxy (manual entry in BuyWays), invite suppliers, manage supplier data)

System Administrator

(The only role that can view other’s draft carts and manage assigned carts. This is also the only role that can expedite requisitions through workflow steps. The only role that can manage other approver’s invoice approval folders and resend invoices to an external system.

Overall site administration permissions including field management, custom field management, address management, system configuration, reports, contract administration, ADW, integration export failures and participation in idea forum. The system admin can view all user profiles; edit user profiles/roles/permissions.)

Workflow Administrator

(manages the workflow configuration and approver assignments)

Remove ALL BuyWays roles or rights? (required)

REMOVE these BuyWays rights

Roles to Remove:

Business Analytics Dashboard Creator

(With this role, the user will be able to create/configure dashboards and then share those dashboards with other users for the new BuyWays/Jaggaer feature for reporting)

Contract Administrator

(can create contracts and assign contract owners,manage all contracts, and update the configuration within the Total Contract Manager area)

Contract Owner

Inquiry AccessInvoice Approver

Procard Form Approver with Edit

Procard Form Approver without Edit

(approver not be able to modify details of any Procard Form requisition assigned to them for approval but will be able to review, return, reject or approve Procard Form requisitions)

Procard User

Requisition Approver without Edit

(Department Managers only)

Requisitioner

(can shop catalogs, build carts and submit carts into workflow. Cart submission includes his/her own and carts assigned to them by shoppers)

Shopper

Shopper2

Sourcing Initiator

(Sourcing Specialists have the ability to create sourcing events, approve their own events and awards)

Sourcing Specialist

(Sourcing Specialists have the ability to create sourcing events, approve their own events and awards)

Supplier Invite

(Has the ability to invite a supplier to register via supplier self-service.)

UPST only - Roles to Remove:

AP Professional

(Enters paper invoices and credits into BuyWays. They will manage exception invoices that the department was not able to resolve.)

AP Supervisor

(This role has the same permissions as the AP Professional. Additionally, the AP Supervisor will be to perform a limited level of invoice workflow folder management.)

Catalog Administrator

Contract Requestor

(create contract requests through Contract Request menu, see any contract requests that they previously created and the status of those requests)

Integration Administrator

Librarian

(Sourcing Librarians have the ability to manage sourcing libraries, create collateral in the library, manage templates)

PO State Funds Approver

(part of the PO workflow; once assigned to the state funds approval step, they will be able to review, edit and approve POs for state funds)

Procurement Buyer

(allows user to manage their requisition and PO approvals along with editing requisitions and PO’s)

Re-open Purchase OrdersReceiving

(adds the permission/capability to create a receipt. The user will be able to receive [cost or quantity] for any purchase order they can see in document search)

Requisition Approver with Edit

(able to modify details of any requisition assigned to them for approval)

Security / Workflow Administrator

Security Administrator

(allows the user to manage and update users for their campus)

Sourcing Administrator

(Sourcing Admins have the ability to create sourcing events, review and approve sourcing events from others, review and approve awards from others and manage library items and templates)

Supplier Administrator

(This role allows the user to edit any/all suppliers within BuyWays)

Supplier Approver

(Has the ability to approve supplier adds and changes in workflow)

Supplier Management Administrator

(Has the abilities of the supplier manager, with the ability to manage supplier email templates, supplier communication, and supplier groups.)

Supplier Manager

(Has the ability to add suppliers via Proxy (manual entry in BuyWays), invite suppliers, manage supplier data)

System Administrator

Workflow Administrator

(manages the workflow configuration and approver assignments)

Other rights (describe below)

Remove Other (required)

(please describe)

UM-Plan

See UM-Plan Role Description Guide for descriptions or roles

Update(s) to the employees roles (rights) in UM-Plan (required)

Add roleRemove role

ADD these UM-Plan rights

Roles to Assign: (required)

User role

(grants access to reporting data from Peoplesoft tables (i.e. GL and Budget, chartfields, etc but no file groups. File access includes all folders.)

Budget Approver

(grants access to data from Peoplesoft tables (i.e. GL and Budget, chartfields, etc). File access includes OpBud plan files, campus subfolder with Read Only, and Training with Read/Write.)

Budget Submitter

(grants access to data from Peoplesoft tables (i.e. GL and Budget, chartfields, etc).. File access includes OpBud plan files, campus subfolder with Read Only, and Training with Read Write.)

Labor Approver

(grants access to data from Peoplesoft tables (i.e. GL, Budget, chartfields and Labor data, etc.). File access includes OpBud plan files, campus subfolder with Read Only, and Training with Read Write.)

Labor Submitter

(grants access to data from Peoplesoft tables (i.e. GL, Budget, chartfields and Labor data, etc.). File access includes Labor Planning plan files, campus subfolder with Read Only, and Training with Read Write.)

Other rights (describe below)

Budget Office Only - Roles to Assign: (required)

Budget Office – Budget

(Budget Office in the President's Office subsystem. Access includes reporting data and OpBud. Table type access includes GL, BudgetData, Dimensions. File access includes OpBud plan files, campus subfolder with Read Only, and Training with Read Write.)

Budget Office – Labor

(Budget Office in the President's Office subsystem. Access includes reporting data and OpBud. Table type access includes GL, BudgetData, Dimensions. File access includes Labor plan files, campus subfolder with Read Only, and Training with Read Write.)

Budget Office – Tuition

(Budget Office in the President's Office subsystem, specific access for Tuition Planning

Table type access same as Budget Office - Budget role, with modified access to Tuition tables and reports. File access limited to Tuition Planning 2021 drivers, utilities, process files, and Tuition reports)

IYP User

(Budget Office in the President's Office subsystem. Access includes reporting data and IYP. Table type access includes GL, IYP Data, IYP Dimensions. File access includes IYP plan files, drivers, utilities, and Training with Read Write.)

Add Other (required)

(please describe)

CEN - User

CEN – Budget Approver

CEN – Budget Submitter

CEN – Labor Approver

CEN – Labor Submitter

CEN – Budget Office – Budget

CEN – Budget Office – Labor

CEN – Budget Office – Tuition

Remove ALL UM-Plan roles or rights? (required)

REMOVE these UM-Plan rights

Roles to Remove: (required)

User role

(grants access to reporting data from Peoplesoft tables (i.e. GL and Budget, chartfields, etc but no file groups. File access includes all folders.)

Budget Approver

(grants access to data from Peoplesoft tables (i.e. GL and Budget, chartfields, etc). File access includes OpBud plan files, campus subfolder with Read Only, and Training with Read/Write.)

Budget Submitter

(grants access to data from Peoplesoft tables (i.e. GL and Budget, chartfields, etc).. File access includes OpBud plan files, campus subfolder with Read Only, and Training with Read Write.)

Labor Approver

Labor Submitter

Budget Office Only - Roles to Remove: (required)

Budget Office – Budget

Budget Office – Labor

(Budget Office in the President's Office subsystem. Access includes reporting data and OpBud. Table type access includes GL, BudgetData, Dimensions. File access includes Labor plan files, campus subfolder with Read Only, and Training with Read Write.)

Budget Office – Tuition

(Budget Office in the President's Office subsystem, specific access for Tuition Planning

IYP User

Other rights (describe below)

Remove Other (required)

(please describe)

CEN - User

CEN – Budget Approver

CEN – Budget Submitter

CEN – Labor Approver

CEN – Labor Submitter

CEN – Budget Office – Budget

CEN – Budget Office – Labor

CEN – Budget Office – Tuition

Summit*

*Training is required in order to get access to Summit

See Summit Role Description Guide for descriptions or roles

Update(s) to the employees roles (rights) in Summit (required)

Add roleRemove role

ADD these Summit rights

Roles to Assign:

All Summit access

(required for all subsequent roles)

Fiscal Reporting DashboardDepartment Admin DashboardSpend Analyzer Dashboard

(approval from Procurement Director is required for this role)

Asset Management DashboardExecutive A&F Dashboard

(approval by Budget Director and University Controller is required for this role)

SUMMIT_COMMON_ALL_CAMPUSES

(approval from University Controller is required for this role)

Other rights (describe below)

Add Other (required)

(please describe)

Internal Audit only - Roles to Assign:

Internal Auditor RoleSummit Security Admin Dashboard

UPST only - Roles to Assign:

Spend Analyzer Writeback

(only available to superusers)

Controller's Office only - Roles to Assign:

Balance Sheet DashboardGAAP Dashboard

Remove ALL Summit roles or rights? (required)

REMOVE these Summit rights

Roles to Remove:

All Summit access

(required for all subsequent roles)

Fiscal Reporting DashboardDepartment Admin DashboardSpend Analyzer Dashboard

(approval from Procurement Director is required for this role)

Asset Management DashboardExecutive A&F Dashboard

(approval by Budget Director and University Controller is required for this role)

SUMMIT_COMMON_ALL_CAMPUSES

(approval from University Controller is required for this role)

Other rights (describe below)

Remove Other (required)

(please describe)

Internal Audit only - Roles to Remove:

Internal Auditor RoleSummit Security Admin Dashboard

UPST only - Roles to Remove:

Spend Analyzer Writeback

(only available to superusers)

Controller's Office only - Roles to Remove:

Balance Sheet DashboardGAAP Dashboard

Peoplesoft (Finance)

See Peoplesoft Role Description Guide for descriptions or roles

Peoplesoft Environment (required)

"Test (TST)" and others are only used in rare cases where you are involved in system development and testing. Typically, this should always be set to "Production (PRD)"

Update(s) to the employees roles (rights) in Peoplesoft (required)

Add role(s)Remove role(s)(see Peoplesoft Role Description Guide for descriptions or roles)

ADD these Peoplesoft Finance rights

Add Internal Audit roles? (required)

Internal Audit inquiry (all modules)

Roles to Assign:

Internal Auditor Role – All modules on-line inquiry / Run all module reports in Production

PERMISSION TO ADD:

FS_AUDITOR_PROD

Roles to Assign:

Summit Security Admin Dashboard – view security roles for HR, Finance and Summit (role is only available to Security Admins and Custodians and Internal Audit)

PERMISSION TO ADD:

SUMMIT_SEC_ADMINISTRATION

Add Accounts Payable (AP) roles? (required)

Accounts Payable (AP)

Roles to Assign:

On-line inquiry of AP data / Run AP reports in Production (view to vouchers, vendors, etc.)

FS_AP Inq & Rptg_PROD

Treasurer's Office only - Roles to Assign:

Payable Clerk I - Add/Update vouchers / Correct voucher errors / Override match exceptions / Perform Budget checking

Payable Clerk 2 - Delete/Close vouchers / Post & Unpost vouchers / Access voucher build errors / Access express & quick invoice entry pages

AP Treasury Clerk I - Process paycyles / payments

AP Treasury Clerk II - Perform bank reconciliation

AP Treasury Clerk III - Stop/Void payments

Inquire on Vendor information (include TIN information) – (*Note: only available to users who needs to see TIN number for verndor setup or for 1099 processing)

FS_AP Clerk Bookkeeper I

FS_AP Clerk Bookkeeper II

FS_AP Treasury Clerk I

FS_AP Treasury Clerk II

FS_AP Treasury Clerk III

FS_QRYVND_PROD

Add Asset Management (AM) roles? (required)

Asset Management (AM)

Roles to Assign:

On-line inquiry of AM data / Run AM reports in Production (view to vouchers, vendors, etc.)

FS_AM Inq & Rptg_PROD

Controller's Office only - Roles to Assign:

Controller’s Asset Supervisor - Add/Update/Correct History assets / Conduct physical inventory / Run depreciation / Maintain Locations / On-line inquiry / Run AM reports in Production & ReportingAdd/Update Locations/View profiles/View Asset Basic Add Information/Run Physical Inventory Report

FS_AM Clerk

FS_AM SupervisorFS_AM Inq & Rptg_PROD

FS_AM Campus Maintainer

Add Accounts Receivable (AR) roles? (required)

Accounts Receivable (AR)

The department selected above (in the employee section) does not have any rights to this module. If this employee should be able to receive rights to this module, please check the employee's department selection above and adjust as necessary.

Controller's Office/Donahue Institute/Treasurer's Office only - Roles to Assign:

Add Regular deposits, Upload payments

FS_AR Deposits

Controller's Office/Donahue Institute only - Roles to Assign:

Add Express deposits, Update contacts, Upload payments, Run Dunning processes, Inquire on items and account balances

Apply paymentsPerform maintenance worksheets, inquire on items and account balances

FS_AR Specialist

FS_AR Payments

FS_AR Manager

Donahue Institute only - Roles to Assign:

Run Dunning Letter processes

FS_AR Dunning Letter

Treasurer's Office only - Roles to Assign:

Inquire on Billing & Accounts Receivables pages in Production / Run Billing & AR reports in Production - Deposit, AR Item, AR accounting entry, SF269, Dunning Letter

FS_AR & BI Inq_PROD

FS_AR & BI Reporting_PROD

Add Billing (BI) roles? (required)

Billing (BI)

Controller's Office/Donahue Institute only - Roles to Assign:

Billing Specialist – Update Billing Plans, Run CA to BI processes, Run Invoicing processes, Update remaining Billing pages, Approve/Delete billing worksheets, Review customer information and review limits (release OLT)

Inquire on Billing & Accounts Receivables pages in Production / Run Billing & AR reports in Production - Deposit, AR Item, AR accounting entry, SF269, Dunning Letter

FS_CA Contracts Spec

FS_BI Processor

FS_AR & BI Inq_PROD

FS_AR & BI Reporting_PROD

Add Commitment Control (KK) roles? (required)

Commitment Control (KK)

Controller's Office only - Roles to Assign:

Enter, transfer and post budgets / Import budget journals

Maintain/Correct History budget definitions and budget attributes

Mass delete budget journals

Override all types of budget exceptions

Inquire on all budget/expense/encumbrance data

FS_KK Enter Budget

FS_KK Budget Def

FS_KK Assoc BudgetFS_KK Budget AttributesFS_KK Interfaces

FS_KK Mass Delete

FS_KK Override ALL

FS_KK Inquire All Excep

Controller's Office/Treasurer's Office only - Roles to Assign:

Inquire Budget Activity and Budget Reports in Production

FS_KK Inq_PROD

Treasurer's Office only - Roles to Assign:

Inquire on AP budget exceptionsInquire on GL journal budget exceptions

FS_KK Inquire AP Excep

FS_KK Inquire GL Excep

Add Expenses (EX) roles? (required)

Expenses (EX)

Roles to assign:

Approve TA & expense reports

Create travel authorizations (TA) and expense reports (self service)

(training required)

Inquiry on other employees TA & expense reports / review budget exceptions / review payments in Production

(Manager only)

FS_EX Approver

FS_EX_Entry

FS_EX Inquiry

Add General Ledger (GL) roles? (required)

General Ledger (GL)

Roles to Assign:

Inquire on journals & Run GL reports (i.e. UMGL7047, 7062, etc.) in Production

FS_GL Inq_PROD

FS_GL End User Rptg_PROD

Treasurer's Office only - Roles to Assign:

Create / copy / budget check / post journals

Review and approve Treasury CM journals only

Review and approve Treasury journals

Run PeopleSoft Delivered Campus Central Reports

FS_GL Import Journals

FS_GL1

FS_GL_WF Manager_Treasury_CM

FS_GL_WF Manager_Treasury

FS_GL Central Rptg_PROD

Add Grants (GM) / Contracts (CA) / Projects (PC) roles? (required)

Grants (GM) / Contracts (CA) / Projects (PC)

Roles to Assign:

Create proposals & all proposal & award inquiries / access to UMGM7003-Award Activity, UMGM7007-Award Summary, UMGM7047-Proj Activity, UMGM7100-Milestone Mgt, UMGM7062-Transaction Detail, UMGM7079-Open Encumbrance, UMGM7014-Proj Notification

FS_GM Pre-Award Central

FS_GM Profile Inquiry_PRODFS_GM Post Inquiry_PRODFS_GM Reporting_PROD

Controller's Office/Donahue Institute only - Roles to Assign:

Run ECRT payroll recon report

FS_GM Effort Certification

Donahue Institute only - Roles to Assign:

Submit & proposalAdd/Update/Correct History Additional Sponsor addresses

FS_GM Proposal Submit2

FS_GM Sponsor Spec

Controller's Office only - Roles to Assign:

Grant Department role - create V101 proposals & all proposal & award inquiries / access to UMGM7003-Award Activity, UMGM7007-Award Summary, UMGM7047-Proj Activity, UMGM7100-Milestone Mgt, UMGM7062-Transaction Detail, UMGM7079-Open Encumbrance, UMGM7014-Proj Notification

Grant Central role - create FINAL proposals, submit & proposal & award inquiries / access to UMGM7003-Award Activity, UMGM7007-Award Summary, UMGM7047-Proj Activity, UMGM7100-Milestone Mgt, UMGM7062-Transaction Detail, UMGM7079-Open Encumbrance, UMGM7014-Proj Notification

Grant Post Award role – Create/Update/Correct History/View Awards, Contracts, Projects, Institutional Profile, Subrecipients, Milestones, Post Budgets, CFDA, Contacts, Sponsors

Update Department Profile

Update F&A offset / Options

Add/Updates /Correct History F&A rates and KK Project Chartfield attributes

FS_GM Pre-Award Decentral

FS_GM Pre-Award InqFS_GM Profile InquiryFS_GM Post InquiryFS_GM Reporting_PROD

FS_GM Pre-Award Central

FS_GM Pre-Award InqFS_GM Proposal Submit2FS_GM Profile InquiryFS_GM Post InquiryFS_GM Reporting_PROD

FS_GM Award Generate

FS_CA Contracts SuperFS_GM Inst ProfileFS_GM Post Award SpecFS_PC Post BudgetsFS_GM Post Inquiry2FS_GM Subrecip ProfileFS_GM Award Milestone FS_PC F&A Dept FS_PC Status Spec FS_GM Subrecipient Rpt Spec FS_GM Campus MaintainerFS_GM CFDA MaintFS_GM Federal Reporting SpecFS_GM Sponsor Maint FS_GM Cust Contacts

FS_GM Dept Profile

FS_GM FA Offset Config

FS_GM FA Options Config

FS_GM Campus Maintainer

Add NonSponsored Billing (NSPBI) roles? (required)

NonSponsored Billing (NSPBI)

Roles to Assign:

Access to NonSponsored billing functions only - create/finalize invoice, view invoices and customers, reprint and copy invoices

FS_NS BI Processor

FS_NS BI Inq & Rpt_PROD FS_NS Customer Spec

Controller's Office only - Roles to Assign:

Add/Update/Correct History non-sponsored customers/contacts

Add additional charge codes values for non-sponsored billing

FS_NS Customer Maint

FS_NS Charge Code Maint

Add NonSponsored Accounts Receivables (NSPAR) roles? (required)

NonSponsored Accounts Receivables (NSPAR)

Roles to Assign:

Access to NonSponsored AR functions only – create /post deposit, apply payments, inquire on payments and AR balances, view customers, update/correct history on customer profile and add/update/correct history on customer contacts

FS_NS AR Processor

FS_NS AR Inq & Rpt_PROD FS_NS Customer Spec

Add NonSponsored Billing (NSPBI) & Accounts Receivables (NSPAR) roles? (required)

NonSponsored Billing (NSPBI) & Accounts Receivables (NSPAR) (inquiry only)

Roles to Assign:

Inquiry only to Billing & AR for Non-sponsored bills – view invoices, payments, customers, update/correct history on customer profile and add/update/correct history on customer contacts

FS_NS BI Inq & Rpt_PROD

FS_NS AR Inq & Rpt_PROD FS_NS Customer Spec

Add ProCard Reallocations roles? (required)

ProCard Reallocations

Roles to Assign:

ProCard Reallocator - Reallocate procard transactions / View procard budget exceptions

FS_PO ProCard Reallocator

Add Peoplesoft Query/nVision Access roles? (required)

Peoplesoft Query/nVision Access

Roles to Assign:

Ability to run public queries in Production

Ability to create private queries and run public queries. Has access to query manager in Production

(training required)

Authority to run nVision Reports & to create scopes in Production & Reporting

(training required)

FS_QRYR_PROD

FS_QRYC_PROD

FS_NVision_Run_PROD

Controller's Office/Treasurer's Office only - Roles to Assign:

Access to the bank tables that are used to run the pay cycle. Has access to query viewer in ProductionAccess to the credit card transactions. Has access to query viewer. It should be assigned only to the users that deal with the credit card transactions in Production

FS_QRYBNK_PROD

FS_QRYCM_PROD

Controller's Office only - Roles to Assign:

Access to HR & Encumbrance Accounting Line Views and tables used for nVision drill downs all using Row level security. Has access to query viewer in Production

Access to Procard Data in the production environment. Has access to X query viewer

Access to the unsecured External Accounting Line Table. Has access to query viewer in Production

Authority to run and create nVision Reports in Production

FS_QRYHR_PROD

FS_QRYPRO_PROD

FS_QRYEXT_PROD

FS_NVision_Create_PROD

UPST Roles

Roles to assign:

FS_UPST AP ClerkFS_UPST AP ManagerFS_UPST PO ContractsFS_UPST Procurement DirectorFS_UPST Procurement SupportFS_UPST Service DirectorFS_UPST Strategic PO DirectorFS_UPST Strategic SourcingFS_UPST Supplier MaintenanceFS_UPST TE SupportFS_UPST Procard ManagerFS_UPST Procard SpecialistFS_UPST Service_Quality Team

Add other rights? (describe below)

Add Other (required)

(please describe)

Remove ALL Peoplesoft Finance roles or rights? (required)

REMOVE these Peoplesoft Finance rights

Internal Audit inquiry (all modules)

Roles to Remove:

Internal Auditor Role – All modules on-line inquiry / Run all module reports in Production

FS_AUDITOR_PROD

Roles to Remove:

Summit Security Admin Dashboard – view security roles for HR, Finance and Summit (role is only available to Security Admins and Custodians and Internal Audit)

SUMMIT_SEC_ADMINISTRATION

Accounts Payable (AP)

Roles to Remove:

On-line inquiry of AP data / Run AP reports in Production (view to vouchers, vendors, etc.)

FS_AP Inq & Rptg_PROD

Treasurer's Office only - Roles to Remove:

Payable Clerk I - Add/Update vouchers / Correct voucher errors / Override match exceptions / Perform Budget checking

Payable Clerk 2 - Delete/Close vouchers / Post & Unpost vouchers / Access voucher build errors / Access express & quick invoice entry pages

AP Treasury Clerk I - Process paycyles / payments

AP Treasury Clerk II - Perform bank reconciliation

AP Treasury Clerk III - Stop/Void payments

Inquire on Vendor information (include TIN information) – (*Note: only available to users who needs to see TIN number for verndor setup or for 1099 processing)

FS_AP Clerk Bookkeeper I

FS_AP Clerk Bookkeeper II

FS_AP Treasury Clerk I

FS_AP Treasury Clerk II

FS_AP Treasury Clerk III

FS_QRYVND_PROD

Asset Management (AM)

Roles to Remove:

On-line inquiry of AM data / Run AM reports in Production (view to vouchers, vendors, etc.)

FS_AM Inq & Rptg_PROD

Controller's Office only - Roles to Remove:

FS_AM Clerk

FS_AM SupervisorFS_AM Inq & Rptg_PROD

FS_AM Campus Maintainer

Accounts Receivable (AR)

Controller's Office/Donahue Institute/Treasurer's Office only - Roles to Remove:

Add Regular deposits, Upload payments

FS_AR Deposits

Controller's Office/Donahue Institute only - Roles to Remove:

Add Express deposits, Update contacts, Upload payments, Run Dunning processes, Inquire on items and account balances

Apply paymentsPerform maintenance worksheets, inquire on items and account balances

FS_AR Specialist

FS_AR Payments

FS_AR Manager

Donahue Institute only - Roles to Remove:

Run Dunning Letter processes

FS_AR Dunning Letter

Treasurer's Office only - Roles to Remove:

Inquire on Billing & Accounts Receivables pages in Production / Run Billing & AR reports in Production - Deposit, AR Item, AR accounting entry, SF269, Dunning Letter

FS_AR & BI Inq_PROD

FS_AR & BI Reporting_PROD

Billing (BI)

Controller's Office/Donahue Institute only - Roles to Remove:

Inquire on Billing & Accounts Receivables pages in Production / Run Billing & AR reports in Production - Deposit, AR Item, AR accounting entry, SF269, Dunning Letter

FS_CA Contracts Spec

FS_BI Processor

FS_AR & BI Inq_PROD

FS_AR & BI Reporting_PROD

Commitment Control (KK)

Controller's Office only - Roles to Remove:

Enter, transfer and post budgets / Import budget journals

Maintain/Correct History budget definitions and budget attributes

Mass delete budget journals

Override all types of budget exceptions

Inquire on all budget/expense/encumbrance data

FS_KK Enter Budget

FS_KK Budget Def

FS_KK Assoc BudgetFS_KK Budget AttributesFS_KK Interfaces

FS_KK Mass Delete

FS_KK Override ALL

FS_KK Inquire All Excep

Controller's Office/Treasurer's Office only - Roles to Remove:

Inquire Budget Activity and Budget Reports in Production

FS_KK Inq_PROD

Treasurer's Office only - Roles to Remove:

Inquire on AP budget exceptionsInquire on GL journal budget exceptions

FS_KK Inquire AP Excep

FS_KK Inquire GL Excep

Expenses (EX)

Roles to Remove:

Approve TA & expense reports

Create travel authorizations (TA) and expense reports (self service)

(training required)

Inquiry on other employees TA & expense reports / review budget exceptions / review payments in Production

(Manager only)

FS_EX Approver

FS_EX_Entry

FS_EX Inquiry

General Ledger (GL)

Roles to Remove:

Inquire on journals & Run GL reports (i.e. UMGL7047, 7062, etc.) in Production

FS_GL Inq_PROD

FS_GL End User Rptg_PROD

Treasurer's Office only - Roles to Remove:

Create / copy / budget check / post journals

Review and approve Treasury CM journals only

Review and approve Treasury journals

Run PeopleSoft Delivered Campus Central Reports

FS_GL Import Journals

FS_GL1

FS_GL_WF Manager_Treasury_CM

FS_GL_WF Manager_Treasury

FS_GL Central Rptg_PROD

Grants (GM) / Contracts (CA) / Projects (PC)

Roles to Remove:

FS_GM Pre-Award Central

FS_GM Profile Inquiry_PRODFS_GM Post Inquiry_PRODFS_GM Reporting_PROD

Controller's Office/Donahue Institute only - Roles to Remove:

Run ECRT payroll recon report

FS_GM Effort Certification

Donahue Institute only - Roles to Remove:

Submit & proposalAdd/Update/Correct History Additional Sponsor addresses

FS_GM Proposal Submit2

FS_GM Sponsor Spec

Controller's Office only - Roles to Remove:

Grant Post Award role – Create/Update/Correct History/View Awards, Contracts, Projects, Institutional Profile, Subrecipients, Milestones, Post Budgets, CFDA, Contacts, Sponsors

Update Department Profile

Update F&A offset / Options

Add/Updates /Correct History F&A rates and KK Project Chartfield attributes

FS_GM Pre-Award Decentral

FS_GM Pre-Award InqFS_GM Profile InquiryFS_GM Post InquiryFS_GM Reporting_PROD

FS_GM Pre-Award Central

FS_GM Pre-Award InqFS_GM Proposal Submit2FS_GM Profile InquiryFS_GM Post InquiryFS_GM Reporting_PROD

FS_GM Award Generate

FS_GM Dept Profile

FS_GM FA Offset Config

FS_GM FA Options Config

FS_GM Campus Maintainer

NonSponsored Billing (NSPBI)

Roles to Remove:

Access to NonSponsored billing functions only - create/finalize invoice, view invoices and customers, reprint and copy invoices

FS_NS BI Processor

FS_NS BI Inq & Rpt_PROD FS_NS Customer Spec

Controller's Office only - Roles to Remove:

Add/Update/Correct History non-sponsored customers/contacts

Add additional charge codes values for non-sponsored billing

FS_NS Customer Maint

FS_NS Charge Code Maint

NonSponsored Accounts Receivables (NSPAR)

Roles to Remove:

FS_NS AR Processor

FS_NS AR Inq & Rpt_PROD FS_NS Customer Spec

NonSponsored Billing (NSPBI) & Accounts Receivables (NSPAR) (inquiry only)

Roles to Remove:

Inquiry only to Billing & AR for Non-sponsored bills – view invoices, payments, customers, update/correct history on customer profile and add/update/correct history on customer contacts

FS_NS BI Inq & Rpt_PROD

FS_NS AR Inq & Rpt_PROD FS_NS Customer Spec

ProCard Reallocations

Roles to Remove:

ProCard Reallocator - Reallocate procard transactions / View procard budget exceptions

FS_PO ProCard Reallocator

Peoplesoft Query/nVision Access

Roles to Remove:

Ability to run public queries in Production

Ability to create private queries and run public queries. Has access to query manager in Production

(training required)

Authority to run nVision Reports & to create scopes in Production & Reporting

(training required)

FS_QRYR_PROD

FS_QRYC_PROD

FS_NVision_Run_PROD

Controller's Office/Treasurer's Office only - Roles to Remove:

FS_QRYBNK_PROD

FS_QRYCM_PROD

Controller's Office only - Roles to Remove:

Access to HR & Encumbrance Accounting Line Views and tables used for nVision drill downs all using Row level security. Has access to query viewer in Production

Access to Procard Data in the production environment. Has access to X query viewer

Access to the unsecured External Accounting Line Table. Has access to query viewer in Production

Authority to run and create nVision Reports in Production

FS_QRYHR_PROD

FS_QRYPRO_PROD

FS_QRYEXT_PROD

FS_NVision_Create_PROD

UPST Roles

Roles to remove:

Remove other rights? (describe below)

Remove Other (required)

(please describe)

Justification (required)

(why are these rights being added or removed)

This is a multi-step process
1.Submit your request (a case is created to track this request*)
2. Your request is routed through the approval process
3. You will receive an email confirmation of completion
**If you need to request access to another system for this employee you will have the option to do so on the next page.*

Finance Related Systems Access Request Form

The first step of the request process is to attain approval by email from the department head of the rights request you are making.See process overview for more information.

See BuyWays Role Description Guide for descriptions or roles

See UM-Plan Role Description Guide for descriptions or roles

See Summit Role Description Guide for descriptions or roles

See Peoplesoft Role Description Guide for descriptions or roles

The first step of the request process is to attain approval by email from the department head of the rights request you are making.
See process overview for more information.