Requesting Accounts Receivable and Billing Access Roles

First, log into the Financial Management System.

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

The UGA Access Links page is displayed.

Click the UGA Financial Management System Access Request link.

On the Security Access Request page, the Add a New Value tab is displayed.

Enter the User ID for the employee for whom you want to enter a security request. You can type it directly into the User ID field or click the lookup magnifying glass to the right of the User ID field to search.

Example shown here: lookup magnifying glass.

The Look Up User ID pop-up window is displayed. 

To search by a partial employee name, click the Description drop-down menu.

The Description drop-down menu is displayed. The menu contains a list of search criteria to apply to entered data. Selecting contains returns all results that have the entered data as part of the Description.     

Click the appropriate search criteria.

 Example shown here:contains  link.

Enter appropriate information into the Description search field.

Example shown here " hey " as a partial name into the Description field.

Click the Look Up button.

Search results matching the information entered are displayed. 

To select an employee, click the corresponding User ID link.

Example shoen here: heys53398 link.

The Look Up User ID pop-up window is closed, and the User ID is entered in the corresponding field.

Click the Add button.

Your Chief Financial Officer (CFO) is responsible for approving the access request.

To select your CFO, click the CFO Approver drop-down menu.

The CFO Approver drop-down list is displayed. 

Click the appropriate name to select it.

Example shown here: Thermopolis,Starwood list item.

Click the arrow to the left of the Access Requested header to expand the section.

The Access Requested section is displayed with options for Additional Roles Needed and Additional Business Units Needed.

To search for a role, click the lookup magnifying glass to the right of the Role Name field.

The Look Up Role Name pop-up window is displayed. 

Enter appropriate search criteria and select the roles needed by the employee.

Example shown here: UGA AR Customer Review link.

The selected role is populated in the Role Name column. 

Note : Some roles require special training, which is indicated by a check in the Training Required column.

To add additional roles, click the [+] button at the right of the Additional Roles Needed section.

A new row is added. By default, rows are displayed individually. 

To view the new row and previous entries, click the View All link.

To search for a Business Unit, click the lookup magnifying glass to the right of the Business Unit field.

The Look Up Business Unit pop-up window is displayed.

Click the appropriate Business Unit link to select it.  

Example shown here: 24001 link.

The selected Business Unit is displayed. Business Units can be added or removed using the [+] or [-] buttons to the right of each displayed Business Unit field.

Once all required selections have been made, click the Submit button.