Requesting New Roles in the UGA Financial Management System

First, log into the Financial Management System.

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

The UGA Access Links page is displayed. To request access for the UGA Financial Management System, 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:  the 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.

Enter appropriate information into the Description search field.

Example shown here: " glenn " as a partial name in the Description field.

Click the Look Up button.

A list of matching employee descriptions is displayed.

To select an employee User ID, click the appropriate name.  

Example shown here: Glenn Hadley .

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 the CFO Approver, click the  CFO Approver drop-down menu.

The CFO Approver drop-down list is displayed with a complete list of approvers. 

Click the name of your CFO.  

Example shown here: Nightengale,David.

A justification for access is required for each access request. 

Enter appropriate information into the  Justification for Access  field.

Example shown here: " New role intiates GL Journals ".

An employee's current business units and user roles are under the Access Billing Business Unit and View User's Roles header (scroll as necessary).

To view the section, click the arrow to the left of Access Billing Business Unit and View User's Roles header .

To request new Business Units and Access Roles , click the arrow to the left of the Access Requested header.

The Access Requested section is expanded to display the Additional Roles Needed and Additional Business Units Needed sections

To search for the new role(s) needed, click the lookup magnifying glass to the right of the first Role Name field.

The Look Up Role Name pop-up window is displayed. Search fields and filter options are available for Role Name and Description. 

Enter the appropriate information into a search field.

Example shown here: "GL" in the Description field.

Click the Look Up button.

A list of roles matching your search criteria are displayed.

Click the corresponding link to select a Role Name .

Example shown here: UGA GL Jrnl Initiator link.

Once all the new roles have been added to the Access Request form, click the Submit  button.