Requesting TouchNet Departmental Deposit System Access

   Overview   

The Financial Management System homepage provides a link to the form you need to request access to the TouchNet Departmental Deposit System in order to submit deposits.

There is only one role to be assigned, but if the employee is to have Marketplace roles, you will need to know which role and the associated store or merchant information.

Tutorial Resources

Security Roles

In this article, you will learn how to request access for your employees to use the TouchNet Departmental Deposit System.

1. Step 1

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First, log into the Financial Management System.

The Request Access tile is located on the UGA Financials homepage.

Click the Request Access tile.

2. Step 2

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The UGA Access Links page is displayed with the links to select the appropriate request.

3. Step 3

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Click the TouchNet Access Request link.

4. Step 4

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The Add a New Value page is displayed. Enter the MyID of the user for whom you are requesting access or use the search tools to find the employee's User ID.  

To search for an employee, click the User ID lookup magnifying glass.

5. Step 5

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Use the search features to find the correct employee.

Note : Data has been masked to protect employee information.

6. Step 6

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Select the employee to whom you want to grant access.

Example shown here: UGAAIS link.

7. Step 7

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The User ID is added to the Add a New Value page.

Click the Add  button to add your request.

8. Step 8

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The TouchNet Access Request page is displayed with the information that you selected on the search page.

9. Step 9

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Select the CFO who will approve your request.

10. Step 10

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Click the name of the CFO for your unit.

  Example shown here:  Brown,Sadie S link.

11. Step 11

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You can modify the user's current roles in the system.

Click the Expand section icon to view the roles.

12. Step 12

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If there are any roles listed, you can remove access by turning on the Role Not Needed checkbox next to the Role Name.

13. Step 13

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Close the  Expand to view and remove any of user's current roles  section.

Click the Collapse section icon to close the section.

14. Step 14

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Select the roles to assign to the employee.

Click the Expand section  icon to open Cashiering Roles (Departmental Deposits).

15. Step 15

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Select the new Cashiering Roles you are selecting for the employee.

Click the magnifying glass next to the Role Name field.

16. Step 16

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Select the appropriate role.

Click the UGA Web Dept Deposit User link.

17. Step 17

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If you need to assign Marketplace roles, click the Expand section icon to open the Marketplace Roles section.

18. Step 18

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Click the magnifying glass next to the Role Name field to see the available roles.

19. Step 19

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Select the appropriate role(s).

Example shown here: no role selected.

20. Step 20

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If you select a marketplace role, you need to provide the related information as indicated.

21. Step 21

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The final thing to enter is the justification for the access request. This will be seen and evaluated by the approver.

22. Step 22

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You have completed the data entry and are ready to submit the request.

23. Step 23

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At the top of the page, you can see that an Access Request Number has been assigned.

The Approval Status is now "Pending Approval". This will change as it goes through the approval workflow.  

24. Step 24

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At the bottom of the page you can view the approval status and workflow levels in the Approvals section. Click the hyperlinks for more information about the approvers.

 
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Details

Article ID: 149940
Created
Sat 9/24/22 11:28 PM
Modified
Fri 3/8/24 1:14 PM