Finance System Access and Security
Budget viewing access and buyND purchasing access
in the new Finance System is determined by each campus unit.
Requests for access are submitted to and managed centrally
by the Controller’s Office and Procurement Services.
Procedures around access management in the new Finance system
are designed to ensure all access rights are appropriately
approved and documented.
Current Access Levels
Given the complexity of transferring access rights from
the old finance system to the new finance system, individuals
may find they do not have adequate or appropriate viewing
or purchasing access to certain FUND/ORG combinations. In
order to address these issues proactively, we will be reviewing
current access rights with certain University Business Managers
and key users of the Finance system to ensure such rights
are both adequate and appropriate. We will be contacting
these Business Managers and key users immediately. If you
have any questions on viewing and purchasing access, please
contact the Key Contacts within your department (listed
the Controller's Office (1-7035) or Procurement Services
In addition, we are making enhancements to Finance Access
Lookup. For more information on these enhancements, go to:
New Fund/Org Access
In instances where a new FUND/ORG (e.g., a new grant award
is received) is being requested, or where Access rights
need to be enhanced or modified (e.g., transfer of an administrative
assistant from one department to another or termination
of an employee), the following steps should be taken to
Obtain the “Request for Finance Data Access”
form at the Forms section of the Controller’s
Complete all parts of the forms, as applicable.
Obtain necessary approvals. With respect to approvals,
please note the following:
--If you are not the financial manager of a FUND/ORG
combination to which you are requesting a change in
access, you will need to obtain authorization from the
--If you are requesting access to a FUND with an Organization
level higher than your department, you will need to
obtain authorization from that higher level department
(e.g., a department administrator requesting access
to a FUND/ORG combination belonging to the Dean of a
college would need to have authorization granted from
the Dean’s office.)
--Certain users for global access within their particular
unit need not obtain individual access authorization
for Funds within their units.
- Send the completed form either by fax (1-8049) or campus
mail to Carol Grontkowski, at 800 Grace Hall.