The default roles an employee will receive are outlined HERE.
Any additional roles required in the system will need to be assigned using the Access Request Form by an employee's HR supervisor. This article outlines how a supervisor can assign the SpeedType editor role.
In this article, you will learn the steps to request the SpeedType Editor role in the UGA Financial Management System for an employee using the Access Request Form.
The form is completed by the employee's HR Supervisor.
First, log into the Financial Management System.
On the UGA Financials homepage, click the Request Access tile.
The UGA Access Links page is displayed.
To request the SpeedType Editor Role, click the UGA Financial Management System Access Request link.
The Security Access Request page is displayed.
In the User ID field, enter the MyID for the employee whom you wish to assign the SpeedType Editor role.
Note: You can use the lookup magnifying glass to search an employee. The Description search prompt will be a last name search.
Example shown here: " uga12345 ".
Click the Add button.
The Access Request page is displayed. Your name and User ID are recorded as part of the Access Request form.
Your Chief Financial Officer (CFO) is responsible for approving the access request.
To select the CFO Approver, click the CFO Approver drop-down menu.
Click the appropriate CFO Approver from the list.
Example shown here: Nightengale,David .
To view the selected employee's current access, click the arrow to the left of the Access Billing Business Unit and View User's Roles section.
Note: You can confirm whether an employee already has the SpeedType Editor (UGA GL Speedtype Acct Tag M) role.
In the View and Remove Any of User's Current Roles section, you can view what access the employee currently has before you request an additional role for the employee.
Example shown here: The employee does not have the appropriate role.
You can enter a reason why you are requesting the SpeedType Editor role for the selected employee in the Justification for Access field.
Click the arrow to the left of the Access Requested section to expand it.
To add an additional role for the employee, you can enter the appropriate name of the role or search for the role by clicking the lookup magnifying glass.
Example shown here: lookup magnifying glass.
The Look Up Role Name pop-up window is displayed.
Scroll down to find the appropriate Role Name or use the search functions by entering a keyword into the Role Name or Description fields.
Example shown here: Role Name dropdown menu.
You can select an appropriate search filter.
Click the contains option.
In the Role Name field, enter " speedtype ".
Click the Look Up button.
Click the UGA GL Speedtype Acct Tag M link.
The selected Role Name now appears in the Additional Roles Needed section.
When you are ready, click the Submit button.
The request is submitted to the CFO for approval. You can view the approval workflow at the bottom of the page.
Additional Information:
SpeedType Editor Role:
Training Required:
Tutorial Resources
Security Roles Spreadsheet