Revoking Roles in UGA Financial Management System

   Overview   

When an employee no longer needs security role access due to transfer or termination, a request can be submitted to revoke one or more of the security roles assigned.

Tutorial Resources

Quick Start to Financials Approval Pools

In this article, you will learn the steps to revoke access in the UGA Financial Management System.

1. Step 1

UGA Financials homepage displayed with the Request Access tile highlighted

First, log into the Financial Management System

From the UGA Financials homepage, click the Request Access  tile.

2. Step 2

Access Request Links page is displayed with the UGA Financial Management System Access Request link highlighted

The Access Request Links page is displayed.

Click the UGA Financial Management System Access Request link.

3. Step 3

UGA Financials Access Request page displayed with the Add a New Value tab highlighted

The UGA Financials Access Request page is displayed.

Click the Add a New Value tab to create a new security request.

4. Step 4

UGA Financials Access Request page displayed with the User ID field highlighted

In the User ID field, enter the MyID of the employee for whom you want to revoke access.

5. Step 5

UGA Financials Access Request page displayed with the 47mom option highlighted

The User IDs matching your search terms are displayed.

Select the appropriate user ID from the list.  

Example shown here: 47mom.

6. Step 6

UGA Financials Access Request page displayed with the Add button highlighted

Click the Add button.

7. Step 7

UGA Financials Access Request page displayed with the Access Billing Business Unit and View User's Roles drop-down menu highlighted

Click the Access Billing Business Unit and View User's Roles drop-down to view the user's current role(s).

8. Step 8

UGA Financials Access Request page displayed with the Role Not Needed checkbox highlighted

A list of the user's current security roles is displayed. 

Click the checkbox under Role Not Needed next to each security role that you want to revoke. 

9. Step 9

UGA Financials Access Request page displayed with the CFO Approver drop-down list highlighted

Once you have selected all the roles that you want to revoke for the user, click the CFO Approver drop-down list.

10. Step 10

UGA Financials Access Request page displayed with the CFO Approver Brown, Sadie item highlighted

Click to select the appropriate user.

Example shown here: Brown, Sadie S.

11. Step 11

UGA Financials Access Request page displayed with the Justification for Access field highlighted

Once you have selected the CFO Approver, scroll down to enter your justification for revoking the roles for the user.

12. Step 12

UGA Financials Access Request page displayed with the Submit button highlighted

Click the Submit button.

13. Step 13

UGA Financials Access Request page displayed with the Approvals button highlighted

Your request is submitted to workfl ow, and the related approval pools are displayed.