Finance

Accounts Payable Roles

End User

Role NameDescription
UF_AP_APPROVERThis is an end user role granting access to the Accounts Payable module to:
  • Amend chartfields within vouchers
  • Budget check vouchers
  • Add supporting documents to vouchers
  • Create expense journals
  • Update speedcharts
  • View vendors
This role will grant access to the myUF Payment Solutions module to:
  • Add GL allocations to invoices
  • Approve invoices for payment
  • Enter check request
  • Work AP match exceptions when generated
  • Add annotations to images
  • Add supporting documents to invoices
  • Add notes to invoices
  • Route invoices to other users of the system
  • Route work to other users when out of office
Password Level (3)
Training Requirements:

PST970 myUF Payments for Approvers

Conflicting Roles:

UF_AP_REVIEWER
UF_AP_VOUCHER_PROCESSOR

UF_AP_REVIEWERThis is an end user role granting access to the Accounts Payable module to:
  • Add supporting documents to vouchers
  • View vendors
This role will grant access to the myUF Payment Solutions module to:
  • Add annotations to images
  • Add supporting documents to invoices
  • Add notes to invoices
  • Route invoices to other users of the system
  • Route work to other users when out of office
Password Level (3)
Training Requirements:

PST967 myUF Payments for Reviewers

Conflicting Roles:

UF_AP_APPROVER

UF_AP_VOUCHER_PROCESSORThis is an end user role granting access to the Accounts Payable module for DSO employees only to:
  • Create/delete vouchers
  • Create expense journals
  • Update speedcharts
  • View vendors
Password Level (3)
Training Requirements:

Both must be taken for security access:

PST956 - Online Journal Entry 9.1
PST971 - Paying Vendors 9.1

Conflicting Roles:

UF_AP_APPROVER
UF_AP_PAYCYCLE_ADMINISTRATOR
UF_SY_BUSUNIT_UFLOR
UF_VR_VENDOR_MANAGER

UF_N_VOUCHER_IMAGING_VIEWThis role allows users to view voucher and invoice images. When requesting the role, please include the user’s scope of authority - i.e. the DeptIDs the user will need access to - in the Authority Area.
Password Level (3)
UF_N_VOUCHER_IMAG_CLIENT_VIEWThis role provides access to Disbursement Services voucher image 'view client'. Users must be affiliated with the department using imaging and have a valid IBM Visual Info software license. When requesting the role, please include the user’s GatorLink username in the Authority Area.
Password Level (3)
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Core User

Role NameDescription
UF_AP_ADMINISTRATORThis is a core office role for Disbursement Services granting access to the Accounts Payable module to:
  • Maintain period - unpost, delete, close vouchers
  • Add new vouchers
  • Amend chartfields within vouchers
  • Budget check vouchers
  • Add supporting documents to vouchers
  • Unpost, delete, close vouchers
  • Access to Match Workbench
  • Add supporting documents to vouchers
  • Maintain paycycle - approve/process pay cycle, cancel/void payments, manage express/manual payments
  • Update AP user preferences
  • Archive AP data
  • System setup
  • Run AP batch processes
  • Create expense journals
  • Update speedcharts
  • View vendors
This role will grant access to the myUF Payment Solutions module to:
  • Add GL allocations to invoices
  • Approve invoices for payment
  • Enter check request and schedule express check
  • Work AP ALL exceptions when generated
  • Add annotations to images
  • Add supporting documents to invoices
  • Add notes to invoices
  • Route invoices to other users of the system
  • System administration - Setup groups, roles, users, manage tables, match rules and system settings
  • Route work to other users when out of office
  • Return invoices into workflow
  • Upload invoices into system
Password Level (4)
Conflicting Roles:

UF_AP_CORE_MANAGER

UF_AP_CORE_MANAGERThis is a core office role for Disbursement Services granting access to the Accounts Payable module to:
  • Add new vouchers
  • Amend chartfields within vouchers
  • Budget check vouchers
  • Add supporting documents to vouchers
  • Unpost, delete, close vouchers
  • Access to Match Workbench
  • Run AP batch processes
  • Update speedcharts
  • Create expense journals
  • View vendors
  • Approve Vouchers
This role will grant access to the myUF Payment Solutions module to:
  • Add GL allocations to invoices
  • Approve invoices for payment
  • Enter check request
  • Work AP ALL exceptions when generated
  • Add annotations to images
  • Add supporting documents to invoices
  • Add notes to invoices
  • Route invoices to other users of the system
  • Route work to other users when out of office
  • Upload invoices into system
Password Level (4)
Conflicting Roles:

UF_AP_ADMINISTRATOR
UF_AP_PAYCYCLE_ADMINISTRATOR
UF_AP_VOUCHER_PROCESSOR
UF_VR_VENDOR_MANAGER

UF_AP_FUND_ADMINISTRATORThis is a core user role for the UF Foundation granting access to the Accounts Payable module to:
  • Amend chartfields within vouchers
  • Budget check vouchers
  • Add supporting documents to vouchers
  • Create expense journals
  • Update speedcharts
  • View vendors
This role will grant access to the myUF Payment Solutions module to:
  • Add GL allocations to invoices
  • Approve invoices for payment
  • Enter check request
  • Work AP match exceptions when generated
  • Add annotations to images
  • Add supporting documents to invoices
  • Add notes to invoices
  • Route invoices to other users of the system
  • Route work to other users when out of office
Password Level (4)
Training Requirements:

PST976 - myUF Payments for Fund Administrators

UF_AP_PAYCYCLE_ADMINISTRATORThis is a core office role for Disbursement Services granting access to Accounts Payable module to:
  • Maintain paycycle - approve/process pay cycle, cancel/void payments, manage express/manual payments
  • Run AP batch processes
  • View vendors
Password Level (4)
Conflicting Roles:

UF_AP_CORE_MANAGER
UF_VR_VENDOR_MANAGER

UF_FI_SUPER_USEREnterprise University Systems Functional Business Analyst role granting access for general support of UF's ERP systems.
Password Level (4)
UF_N_VOUCHER_IMAG_CLIENT_ADMINProvides administrative access to Disbursement Services voucher image view client. User must be affiliated with department using imaging and has IBM Visual Info software license. When requesting the role you must include the user’s GatorLink username in the Authority Area.
Password Level (3)
UF_VR_VENDOR_MANAGERThis is a core office role for Disbursement Services granting access to Accounts Payable module to:
  • Maintain vendors
Password Level (4)
Conflicting Roles:

UF_AP_CORE_MANAGER
UF_AP_PAYCYCLE_ADMINISTRATOR
UF_AP_VOUCHER_PROCESSOR
UF_AR_ADMINISTRATOR
UF_AR_CASHIER
UF_AR_CORE
UF_AR_DEPOSIT_CONTROL
UF_BI_ADMINISTRATOR
UF_MKT_SQ_SHARED_SECRET
UF_PO_ADMIN
UF_PO_EDIT

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Reporting

Role NameDescription
UF_FI_UNIVERSAL_INQUIRYThis is a core office and end user role granting general view only access across all financial modules and financial data in Enterprise Reporting (The ER_User role is necessary for general entry into Enterprise Reporting). The modules that can be accessed by this role are:
  • Accounts payables
  • Accounts receivables
  • Asset management
  • Billing
  • Commitment Control
  • General ledger
  • Grants
  • Project costing
  • Purchasing
  • Travel and Expenses
Password Level (3)
Training Requirements:

Recommended, but not required, training:

PST910 Enterprise Reporting: Basics
PST950 Budget and Commitment Cntrl 9.1

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Accounts Receivable Roles

End User

Role NameDescription
UF_AR_CASHIERThis is an end user role granting access to the Account Receivable Module to:
  • Create deposits - create, update, finalize worksheet, create, modify and review accounting entries, and create payment deposits
  • Run AR reports
  • Customer service
Password Level (3)
Training Requirements:
  • PST021 Making Deposits in myUFL
  • PST956 Online Journal Entry 9.1
  • TRM200 Explaining UF Cash/Check Cntrl
Conflicting Roles:

UF_AR_DEPOSIT_CONTROL
UF_AR_TREASURY_MGT
UF_BA_BANK_RECONCILER
UF_BA_BANK_ADMINISTRATOR
UF_BI_ENTRY
UF_BI_MANAGER
UF_GM_CORE
UF_GM_MANAGER
UF_VR_VENDOR_MANAGER

UF_AR_COLLECTORThis is an end user role granting access to the Account Receivable module to:
  • Run AR reports
  • Customer service
Password Level (3)
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Core User

Role NameDescription
UF_AR_ADMINISTRATORThis is a core office role for Contracts and Grants Accounting and PPD Accounting granting access to Account Receivable module to:
  • Create deposits - create, update, finalize worksheet, create, modify and review accounting entries, and create payment deposits
  • Update maintenance worksheets
  • Update pending items
  • Maintain receivables - manage customer accounts, maintenance worksheets, reclassify and refunds
  • Balance deposits
  • Run ad-hoc processes
  • Run AR reports
  • Customer service
Password Level (4)
Training Requirements:
  • PST021 Making Deposits in myUFL
  • PST956 Online Journal Entry 9.1
  • TRM200 Explaining UF Cash/Check Cntrl
Conflicting Roles:

UF_AR_DEPOSIT_CONTROL
UF_AR_TREASURY_MGT
UF_BA_BANK_ADMINISTRATOR
UF_BA_BANK_RECONCILER
UF_BI_ENTRY
UF_VR_VENDOR_MANAGER

UF_AR_COREThis is a core office role for Finance and Accounting granting access to Account Receivable module to:
  • Create deposits - create, update, finalize worksheet, create, modify and review accounting entries, and create payment deposits
  • Run AR reports
  • Customer service
  • Select all GL Accounts for Direct Journal Deposits
Password Level (4)
Training Requirements:
  • PST021 Making Deposits in myUFL
  • PST956 Online Journal Entry 9.1
  • TRM200 Explaining UF Cash/Check Cntrl
Conflicting Roles:

UF_AR_DEPOSIT_CONTROL
UF_AR_TREASURY_MGT
UF_BA_BANK_ADMINISTRATOR
UF_BA_BANK_RECONCILER
UF_BI_ENTRY
UF_BI_MANAGER
UF_GM_CORE
UF_GM_MANAGER
UF_VR_VENDOR_MANAGER

UF_AR_DEPOSIT_CONTROLThis is a core office role for Treasury Management granting access to Account Receivable module to:
  • Create deposits - create, update, finalize worksheet, create, modify and review accounting entries, and create payment deposits
  • Run AR reports
  • Customer service
  • Select all GL Accounts for Direct Journal Deposits
  • Deposit budget checking direct Journals and post applied payments
Password Level (4)
Training Requirements:
  • PST021 Making Deposits in myUFL
  • PST956 Online Journal Entry 9.1
  • TRM200 Explaining UF Cash/Check Cntrl
Conflicting Roles:

UF_AR_ADMINISTRATOR
UF_AR_CASHIER
UF_AR_CORE
UF_AR_TREASURY_MGT
UF_BA_BANK_ADMINISTRATOR
UF_BA_BANK_RECONCILER
UF_BI_ADMINISTRATOR
UF_BI_ENTRY
UF_BI_MANAGER
UF_GM_CORE
UF_GM_MANAGER
UF_VR_VENDOR_MANAGER

UF_AR_TREASURY_MGTThis is a core office role for Treasury Management granting access to Account Receivables module to:
  • Update payment worksheets
  • Update maintenance worksheets
  • Balance deposits
  • Update customers
  • Setup financials - treasury
  • Run ad-hoc processes
  • Run AR reports
  • Customer service
Password Level (4)
Conflicting Roles:

UF_AR_ADMINISTRATOR
UF_AR_CASHIER
UF_AR_CORE
UF_AR_DEPOSIT_CONTROL

UF_FI_SUPER_USEREnterprise University Systems Functional Business Analyst role granting access for general support of UF's ERP systems.
Password Level (4)
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Reporting

Role NameDescription
UF_FI_UNIVERSAL_INQUIRYThis is a core office and end user role granting general view only access across all financial modules and financial data in Enterprise Reporting (The ER_User role is necessary for general entry into Enterprise Reporting). The modules that can be accessed by this role are:
  • Accounts payables
  • Accounts receivables
  • Asset management
  • Billing
  • Commitment Control
  • General ledger
  • Grants
  • Project costing
  • Purchasing
  • Travel and Expenses
Password Level (3)
Training Requirements:

Recommended, but not required, training:

PST910 Enterprise Reporting: Basics
PST950 Budget and Commitment Cntrl 9.1

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Asset Management Roles

End User

Role NameDescription
UF_N_AM_IMAGING_CLIENT_VIEWThis is an end user role granting access to:
  • View Asset Management Client
This function will not be listed on the users Administrative Menu. The user must have Content Manager software.
Password Level (3)
UF_N_AM_IMAGING_VIEWThis is an end user role granting access to:
  • View Asset Management Images on their Administrative Menu.
Password Level (3)
UF_N_AM_MYASSETS_DEPT_ADMINThis is an end user role granting access to the myAssets module for the management of departmental property.  This allows the user to:
  • Identify and track attractive property
  • Request decals for property and locations
  • Initiate or approve property transactions including off-campus and inaccessible certifications, property updates, surveys,  surplus pick-up requests and transfers
  • Track inventory and process inventory updates
  • Generate reports on the department’s Property
Password Level (3)
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Core User

Role NameDescription
UF_AM_ACQUISITION_MANAGERThis is a core office role for Asset Management Services granting access to the Asset Management module to:
  • Load assets
  • Basic add assets
  • Acquisition tasks - approve physical and financial information, utilize, copy and consolidate assets, load asset requests
Password Level (4)
UF_AM_ADMINISTRATORThis is a core office role for Asset Management Services granting access to the Asset Management module to:
  • Load assets
  • Basic add assets
  • Financial tasks - manage asset transactions, manage asset accounting entries, process asset depreciations
  • Manage transactions - manage depreciations and accounting periods, define asset operational info
  • Manage assets mass change
Password Level (4)
UF_AM_FINANCIAL_RECORDSThis is a core office role for Asset Management Services granting access to the Asset Management module to:
  • Basic add assets
  • Financial tasks - manage asset transactions, manage asset accounting entries, process asset depreciations
  • Calculate and adjust depreciation
  • Manage accounting entries
  • Manage assets mass change
Password Level (4)
UF_AM_INVENTORY_MANAGERThis is a core office role for Asset Management Services granting access to the Asset Management module to:
  • Load assets
  • Basic add assets
Password Level (4)
UF_AM_PHYSICAL_RECORDSThis is a core office role for Asset Management Services granting access to the Asset Management module to:
  • Basic add assets
Password Level (4)
UF_FI_MASSCHANGE_PMThis role allows Property Management staff to run mass change for Asset Management.  This role is extremely restricted to Property Management staff.  When assigning this role, the permission list UFFINP-MASSCHANGE-PM must be assigned in the Primary Profile of the individual with this role.
Password Level (4)
UF_FI_SUPER_USEREnterprise University Systems Functional Business Analyst role granting access for general support of UF's ERP systems.
Password Level (4)
UF_N_AM_IMAGING_CLIENT_MAXThis role is used to request a userid within Content Manager with maximum privileges to Asset Management Documents.  The user must have Content Manager software.
Password Level (4)
UF_N_AM_IMAGING_CLIENT_UPDATEThis role is used to request a userid within Content Manager in order to update Asset Management Documents.
Password Level (4)
UF_N_AM_MYASSETS_CORE_ADMINThis is a core office role for Asset Management Services providing access to the myAssets modules to:
  • Print and schedule the delivery or placement of property and location decals
  • Receive requests from departments for asset transactions.  Examples include, off-campus and inaccessible certification, property updates, surveys,  surplus pick-up requests, and transfers
  • Process Inventory updates
  • Manage Surplus property
  • Generate reports for the management of the University’s Property
Password Level (4)
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Reporting

Role NameDescription
UF_FI_UNIVERSAL_INQUIRYThis is a core office and end user role granting general view only access across all financial modules and financial data in Enterprise Reporting (The ER_User role is necessary for general entry into Enterprise Reporting). The modules that can be accessed by this role are:
  • Accounts payables
  • Accounts receivables
  • Asset management
  • Billing
  • Commitment Control
  • General ledger
  • Grants
  • Project costing
  • Purchasing
  • Travel and Expenses
Password Level (3)
Training Requirements:

Recommended, but not required, training:

PST910 Enterprise Reporting: Basics
PST950 Budget and Commitment Cntrl 9.1

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Banking and Treasury Management Roles

Core User

Role NameDescription
UF_BA_BANK_ADMINISTRATORThis is a core office role for Treasury Management granting access to Banking module to:
  • Maintain Bank Accounts
  • Administer Bank Reconciliation
  • Process Bank Reconciliation
  • Process and review bank statements
  • Create and process average daily balance
  • Core system setup
Password Level (4)
Conflicting Roles:

UF_AR_ADMINISTRATOR
UF_AR_CASHIER
UF_AR_CORE
UF_AR_DEPOSIT_CONTROL

UF_BA_BANK_RECONCILERThis is a core office role for Treasury Management granting access to Banking module to:
  • Process and review bank statements
  • Process Bank Reconciliation
Password Level (4)
Conflicting Roles:

UF_AR_ADMINISTRATOR
UF_AR_CASHIER
UF_AR_CORE
UF_AR_DEPOSIT_CONTROL

UF_FI_SUPER_USEREnterprise University Systems Functional Business Analyst role granting access for general support of UF's ERP systems.
Password Level (4)
UF_N_TMS_IMAGING_CLIENT_MAXThis role allows access to the Treasury Management Client Max screen. This function will not be listed on the user's Administrative Menu. In order to perform tasks with this role, the user must have Content Manager software.
Password Level (4)
UF_N_TMS_IMAGING_CLIENT_UPDATEThis role allows access to the Treasury Management Client Update. This function will not be listed on the user's Administrative Menu. In order to perform tasks with this role, the user must have Content Manager software.
Password Level (4)
UF_N_TMS_IMAGING_CLIENT_VIEWThis role allows access to the Treasury Management Client View. This function will not be listed on the user's Administrative Menu. In order to perform tasks with this role, the user must have Content Manager software.
Password Level (4)
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Billing Roles

Core User

Role NameDescription
UF_BI_ADMINISTRATORThis is a core office role for Contracts and Grants Accounting and PPD Accounting granting access to Billing module to:
  • Create invoices
  • Approve invoices
  • Process invoices - process transactions, maintain bills, manage customer contracts, project costing collection, revenue collection and pricing
  • Setup billing financials
  • AR customer services
Password Level (4)
Conflicting Roles:

UF_AR_DEPOSIT_CONTROL
UF_GM_DSR
UF_VR_VENDOR_MANAGER

UF_BI_ENTRYThis is a core office role for PPD Accounting granting access to Billing module to:
  • Create invoices
  • AR customer services
Password Level (4)
Conflicting Roles:

UF_BI_MANAGER
UF_AR_ADMINISTRATOR
UF_AR_CASHIER
UF_AR_CORE
UF_AR_DEPOSIT_CONTROL

UF_BI_MANAGERThis is a core office role for PPD Accounting granting access to Billing module to:
  • Approve invoices
  • AR customer services
Password Level (4)
Conflicting Roles:

UF_AR_CASHIER
UF_AR_CORE
UF_AR_DEPOSIT_CONTROL
UF_BI_ENTRY

UF_FI_SUPER_USEREnterprise University Systems Functional Business Analyst role granting access for general support of UF's ERP systems.
Password Level (4)
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Reporting

Role NameDescription
UF_FI_UNIVERSAL_INQUIRYThis is a core office and end user role granting general view only access across all financial modules and financial data in Enterprise Reporting (The ER_User role is necessary for general entry into Enterprise Reporting). The modules that can be accessed by this role are:
  • Accounts payables
  • Accounts receivables
  • Asset management
  • Billing
  • Commitment Control
  • General ledger
  • Grants
  • Project costing
  • Purchasing
  • Travel and Expenses
Password Level (3)
Training Requirements:

Recommended, but not required, training:

PST910 Enterprise Reporting: Basics
PST950 Budget and Commitment Cntrl 9.1

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Business Unit Access Roles

End User

Role NameDescription
UF_SY_BUSUNIT_CREFNThis is an end user role granting access to business units defined in PeopleSoft for the Citrus Research and Education Foundation (CREFN).
Password Level (3)
UF_SY_BUSUNIT_F4HFIThis is an end user role granting access to business units defined in PeopleSoft for the Florida 4-H Club Foundation, Inc. (F4HFI).
Password Level (3)
UF_SY_BUSUNIT_FCRDFThis is an end user role granting access to business units defined in PeopleSoft for the Florida Citrus Research and Education Foundation (FCRDF).
Password Level (3)
UF_SY_BUSUNIT_FFSPIThis is an end user role granting access to business units defined in PeopleSoft for the Florida Foundation Seed Producers, Inc. (FFSPI).
Password Level (3)
UF_SY_BUSUNIT_FLPTUThis is an end user role granting access to business units defined in PeopleSoft for the Florida Polytechnic University (FLPTU).
Password Level (3)
UF_SY_BUSUNIT_FPFNDThis is a business unit role granting access to business units defined in PeopleSoft for the Florida Polytechnic Foundation (FPFND).
Password Level (3)
UF_SY_BUSUNIT_STAUGThis is an end user role granting access to business units defined in PeopleSoft for the UF Historic St. Augustine (STAUG).
Password Level (3)
UF_SY_BUSUNIT_SWRFIThis is an end user role granting access to business units defined in PeopleSoft for the SW Florida Research and Education Foundation (SWRFI).
Password Level (3)
UF_SY_BUSUNIT_TCRFIThis is an end user role granting access to business units defined in PeopleSoft for the Treasure Coast Agricultural Research Foundation (TCRFI).
Password Level (3)
UF_SY_BUSUNIT_UFFNDThis is an end user role granting access to business units defined in PeopleSoft for the UF Foundation, Inc. (UFFND).
Password Level (3)
UF_SY_BUSUNIT_UFICOThis is an end user role granting access to business units defined in PeopleSoft for the UF Investment Corporation (UFICO).
Password Level (3)
UF_SY_BUSUNIT_UFLCAThis is an end user role granting access to business units defined in PeopleSoft for the UF Law Center Association, Inc. (UFLCA).
Password Level (3)
UF_SY_BUSUNIT_UFLDCThis is an end user role granting access to business units defined in PeopleSoft for the University of Florida Development Corporation (UFLDC).
Password Level (3)
UF_SY_BUSUNIT_UFLEFThis is an end user role granting access to business units defined in PeopleSoft for the UF Leadership and Education Foundation, Inc. (UFLEF).
Password Level (3)
UF_SY_BUSUNIT_UFLORThis is a core and end user role granting access to business units defined in PeopleSoft for the University of Florida (UFLOR).
Password Level (3)
UF_SY_BUSUNIT_UFRFIThis is an end user role granting access to business units defined in PeopleSoft for the UF Research Foundation, Inc. (UFRFI).
Password Level (3)
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Core User

Role NameDescription
UF_SY_BUSUNIT_ALLThis is an end user role granting access to all business units defined in  PeopleSoft Financials systems. This is highly restricted to selected personnel in UF Core and ES.
Password Level (3)
UF_SY_BUSUNIT_CATTLThis is a business unit role granting access to business units defined in PeopleSoft for the Cattle Enhancement Board, Inc. (CATTL).
Password Level (3)
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DSO Specific

Role NameDescription
UF_PA_GA_DSO_UFLEFThis role provides a user with an additional PeopleSoft account that has access to the UF Leadership and Education Foundation (UFLEF) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account.
Password Level (3)
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Commitment Control Roles

End User

Role NameDescription
UF_KK_BDGT_TRANSFER_PROCESSORThis is an end user role granting access to the Commitment Control module to:
  • Create budget transfers
  • Create budget journals
(Additional security must established by the University Budget Office)
Password Level (3)
Training Requirements:

PST950 - Budget and Commitment Cntrl 9.1

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Core User

Role NameDescription
UF_FI_SUPER_USEREnterprise University Systems Functional Business Analyst role granting access for general support of UF's ERP systems.
Password Level (4)
UF_KK_ADMIN_CORRThis is a core office role for General Accounting granting access to Commitment Control module to:
  • Create/import/mass delete budget journals
  • Manage third-party source transactions
  • Maintain budget definitions
  • Maintain source transactions
  • Maintain UF budget definitions
  • View all KK inquiries
Password Level (4)
UF_KK_CORE_SENIORThis is a core office role for University Budget Office granting access to Commitment Control module to:
  • Create budget transfers
  • Create/import/mass delete budget journals
  • Maintain KK security/notifications
  • Maintain budget definitions
  • View all KK inquiries
Password Level (4)
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Reporting

Role NameDescription
UF_FI_UNIVERSAL_INQUIRYThis is a core office and end user role granting general view only access across all financial modules and financial data in Enterprise Reporting (The ER_User role is necessary for general entry into Enterprise Reporting). The modules that can be accessed by this role are:
  • Accounts payables
  • Accounts receivables
  • Asset management
  • Billing
  • Commitment Control
  • General ledger
  • Grants
  • Project costing
  • Purchasing
  • Travel and Expenses
Password Level (3)
Training Requirements:

Recommended, but not required, training:

PST910 Enterprise Reporting: Basics
PST950 Budget and Commitment Cntrl 9.1

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DSO Accounts Roles

Each DSO account will need the corresponding Business Unit, UF_SY_BUSUNIT_xxxx.

DSO Specific

Role NameDescription
UF_PA_GA_DSO_CATTLUser requires a DSO account for the Cattle Enhancement Board, Inc. (CATTL). This is a placeholder role.  Once it is requested and approved the account will be set up in PeopleSoft.  The primary permission list on the user's Financials profile will be set to UFFIPP-CATTL..
Password Level (3)
UF_PA_GA_DSO_CREFNThis role provides a user with an additional PeopleSoft account who has access to the Citrus Research and Education Foundation (CREFN) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account.
Password Level (3)
UF_PA_GA_DSO_F4HFIThis role provides a user with an additional PeopleSoft account who has access to the Florida 4-H Club Foundation, Inc.(F4HFI) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account.
Password Level (3)
UF_PA_GA_DSO_FCRDFThis role is for users who require a DSO account for the Florida Citrus Research and Development Foundation Inc. (FCRDF). This is a placeholder role. Once the role is approved, the account will be set up in PeopleSoft and the primary permission list on the user's Financials profile will be UFFIPP-FCRDF.
Password Level (3)
UF_PA_GA_DSO_FFSPIThis role provides a user with an additional PeopleSoft account who has access to the Florida Foundation Seed Producers, Inc. (FFSPI) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account.
Password Level (3)
UF_PA_GA_DSO_FLPTUThis role is for users who require a DSO account for the Florida Polytechnic University (FLPTU).  This is a placeholder role. Once the role is approved, the account will be set up in PeopleSoft and the primary permission list on the user's Financials profile will be UFFIPP-FLPTU
Password Level (3)
UF_PA_GA_DSO_FPFNDUser requires a DSO account for the Florida Polytechnic Foundation (FPFND). This is a placeholder role.  Once it is requested and approved the account will be set up in PeopleSoft.  The primary permission list on the user's Financials profile will be set to UFFIPP-FPFND.
Password Level (3)
UF_PA_GA_DSO_STAUGThis role is for users who require a DSO account for the UF Historic St. Augustine (STAUG).  Once the role is approved, the account will be set up in PeopleSoft and the primary permission list on the user's Financials profile will be UFFIPP-STAUG
Password Level (3)
UF_PA_GA_DSO_SWRFIThis role provides a user with an additional PeopleSoft account who has access to the SW Florida Research and Education Foundation. (SWRFI) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account.
Password Level (3)
UF_PA_GA_DSO_TCRFIThis role provides a user with an additional PeopleSoft account who has access to the Treasure Coast Agricultural Research Foundation. (TCRFI) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account.
Password Level (3)
UF_PA_GA_DSO_UFFNDThis role provides a user with an additional PeopleSoft account who has access to the UF Foundation, Inc. (UFFND) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account.
Password Level (3)
UF_PA_GA_DSO_UFICOThis role provides a user with an additional PeopleSoft account who has access to the UF Investment Corporation (UFICO) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account.
Password Level (3)
UF_PA_GA_DSO_UFLCAThis role provides a user with an additional PeopleSoft account that has access to the UF Law Center Association, Inc. (UFLCA) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user's primary PeopleSoft account.
Password Level (3)
UF_PA_GA_DSO_UFLDCThis role provides a user with an additional PeopleSoft account who has access to the UF Law Center Association, Inc. (UFLCA) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account.
Password Level (3)
UF_PA_GA_DSO_UFLEFThis role provides a user with an additional PeopleSoft account that has access to the UF Leadership and Education Foundation (UFLEF) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account.
Password Level (3)
UF_PA_GA_DSO_UFRFIThis role provides a user with an additional PeopleSoft account who has access to the UF Research Foundation (UFRFI) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account.
Password Level (3)
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Financials PeopleTools Roles

End User

Role NameDescription
ReportSuperUserThis role enables a user to delete report entries and update distribution lists or expiration dates for reports in Report Manager that the user is authorized to view.
Password Level (3)
UF_FI_QUERY_VIEWERThis is an end user role that will allow users to:
  • View public queries in Financials.
Password Level (3)
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Core User

Role NameDescription
ReportDistAdminThis is a core-user role that enables a user to delete report entries and update distribution lists or expiration dates for any reports in Report Manager.
Password Level (5)
UF_FI_2-TIER_QUERYThis is a system and core office role granting access to PeopleTools to:
  • Create, save and manage private queries using App Designer
Password Level (4)
UF_FI_NVISION_COREThis is a core office role for Financial Reporting granting access to the General Ledger module to:
  • Maintain and process nVision reports
Password Level (4)
UF_FI_QUERY_MANAGER_PRIVATEThis is a core user role that will allow users to:
  • Create, save and manage private queries in Financials.
Password Level (4)
UF_FI_QUERY_MANAGER_PUBLICThis is a core user role that will allow users to:
  • Create, save and manage public or private queries in Financials.
Password Level (4)
UF_FI_TREE_MANAGERThis is a core office role granting access to financial tree management.
Password Level (4)
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General Ledger Roles

End User

Role NameDescription
UF_GL_END_USERThis is an end-user role granting access to the General Ledger module to:
  • Define, create, update and review journal entries.
Users who need to process journals for Managerial Budgets or core office users who need access to other ledgers or to post journals are required to contact General Accounting at gahelp@admin.ufl.edu to request the needed permissions.
Password Level (3)
Training Requirements:

PST956 - Online Journal Entry 9.1

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Core User

Role NameDescription
UF_FI_SUPER_USEREnterprise University Systems Functional Business Analyst role granting access for general support of UF's ERP systems.
Password Level (4)
UF_GL_BANKING_INVESTORThis is a core office role for Treasury Management granting access to the General Ledger module to:
  • Define, create, update and review journal entries
  • Define and perform allocation process and reports
  • Process average daily balance
Password Level (4)
UF_GL_CONVERSIONThis is a core office role for University Financial Services granting access to the General Ledger module to:
  • GL conversion - FLAIR option and mapping
Password Level (4)
UF_GL_CORE_SENIORThis is a core office role for General Accounting granting access to the General Ledger and Project costing modules to:
  • Define, create, update and review journal entries
  • Open/close periods
  • Maintain year end - close ledgers and run ADB
  • Maintain author ledger security and view ledgers
  • Maintain ledger security for posters
  • Define and perform allocation process and reports
  • Correct and review suspense journals
  • Fringe benefit pool assessment
  • Run and monitor GL background processes
  • Design chartfield and maintain combo edits
  • Maintain chartfield security
  • Maintain chartfield attributes
  • Build summary ledgers
  • Maintain journal setup
  • Create projects for project costing module
Password Level (4)
UF_GL_CORE_STAFFThis is a core office role for General Accounting and Direct Support Organizations (DSOs) granting access to General Ledger and Project Costing module to:
  • Define, create, update and review journal entries
  • Open/close periods
  • Maintain author ledger security and view ledgers
  • Define and perform allocation process and reports
  • Correct and review suspense journals
  • Run/monitor GL background processes
  • Design chartfield and maintain combo edits
  • Maintain chartfield attributes
  • Create projects for project costing module
Password Level (4)
UF_GL_FINANCIAL_REPORTINGThis is a core office role for Financial Reporting and General Accounting granting access to General Ledger module to:
  • Add/update setup tables and crosswalk concerning AFS DFS codes for state reporting.
Also provides access to the HR Benefits module to:
  • Run UF FY Retirement Report.
Password Level (4)
UF_GL_RCM_ADMINThis is a core office role for General Accounting granting access to the UF RCM Auto Assessment module to: • Run the RCM Auto Assessment Process • Add/Update/Correction to the RCM Auto Assessment Rules
Password Level (5)
UF_GL_SUMMARY_LEDGERThis is a core office role for Financial Reporting and General Accounting granting access to General Ledger module to:
  • Build summary ledgers
Password Level (4)
UF_GL_UFF_CORRThis is a core office role for UF Foundation granting access to General Ledger module for UFF BU to:
  • Maintain year end - close ledgers and run ADB
  • Design chartfield and maintain combo edits
  • Build summary ledgers
  • UFFND correction mode
Password Level (4)
UF_GL_UFF_VIEWUFF This is a core office role for UF Foundation granting access to General Ledger module for UFFND BU to:
  • UFFND view only
Password Level (4)
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Reporting

Role NameDescription
UF_FI_UNIVERSAL_INQUIRYThis is a core office and end user role granting general view only access across all financial modules and financial data in Enterprise Reporting (The ER_User role is necessary for general entry into Enterprise Reporting). The modules that can be accessed by this role are:
  • Accounts payables
  • Accounts receivables
  • Asset management
  • Billing
  • Commitment Control
  • General ledger
  • Grants
  • Project costing
  • Purchasing
  • Travel and Expenses
Password Level (3)
Training Requirements:

Recommended, but not required, training:

PST910 Enterprise Reporting: Basics
PST950 Budget and Commitment Cntrl 9.1

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Project Costing Roles

End User

Role NameDescription
UF_PC_PROJECT_ANALYSTThis is an end user role granting access to the Project Costing module to:
  • Create projects - define projects, transactions, and project activities
  • Personalize projects
Password Level (4)
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Core User

Role NameDescription
UF_FI_SUPER_USEREnterprise University Systems Functional Business Analyst role granting access for general support of UF's ERP systems.
Password Level (4)
UF_PC_PROJECT_ADMINThis is a core office role for Non-Grants project administrators granting access to the Project Costing module to:
  • Create projects - define projects, transactions, and project activities
  • Personalize projects
  • Add transactions
  • Adjust transactions
  • Update resources
  • Update project budget
  • Update project activities
  • Manage assets
  • Run PC utilities and third party integrations
  • Core system setup
Password Level (4)
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Purchasing Roles

End User

Role NameDescription
UF_N_MKT_COMMODITY_APPROVERThis role allows users to approve, reject, and forward requsitions routed by requestors based on the commodity code entered in the requisition. Users can shop, assign carts to requestors, view order histories, and edit profile and personal favorites. This role does not allow the user to to edit requisitions.
Password Level (3)
UF_N_MKT_FACILITY_REQUESTORThis myUF Market role allows a user to shop electronic catalogs, view and use forms, and create non-catalog orders. User may also submit requisitions for themselves and on behalf of other shoppers. This role also provides the user with access to order histories, edit profiles and personal favorites, and access to the budget date field. Role also enables requestors to designate a budget date for requisitions that differs from the date of requisition submission.
Password Level (3)
Training Requirements:

PST073 - Intro to Purch in myUF Market

UF_N_MKT_FINANCIAL_APPROVERThis role allows users to to approve, reject, and forward requisitions routed by requestors, based on the DeptID in the chart field. Users can edit requisitions, shop, assign carts to requestors, view order histories, and edit profiles and personal favorites.
Password Level (3)
UF_N_MKT_FIN_COMM_APPROVERThis role allows the user to approve, reject, and forward requisitions routed by requestors, based on the commodity code and the DeptID entered in the requisition. Users can edit requisitions, shop, assign carts to requestors, view order histories, and edit profiles and personal favorites.
Password Level (3)
UF_N_MKT_INQUIRYThis role allows the user inquiry access into the MyUFMarket system.
Password Level (3)
UF_N_MKT_REQUESTORThis role allows a user to shop electronic catalogs, view and use forms, and create non–catalog orders. It will also allow the user to submit requisitions for themselves as well as on behalf of other shoppers. This role also allows the user to view order histories and to edit profiles and personal favorites.
Password Level (3)
Training Requirements:

PST073 - Intro to Purch in myUF Market

UF_N_MKT_REQ_STOCKRMThis role allows users to shop electronic catalogs and access special pricing for stockrooms by assigning a single delivery address for the order, to view and use forms, and to create non-catalog orders. Users are also able to submit requisitions to workflow on their own behalf, as well as on behalf of other shoppers. Users will be to view order histories, edit profiles, and select personal favorites. This role requires setup and approval by the UF Purchasing Department. Successful completion of the PST073-Introduction to Purchasing in myUF Market training class is required before this role can be requested for a user.  
Password Level (3)
Training Requirements:

PST073 - Intro to Purch in myUF Market

UF_N_MKT_SHOPPER_REQThis role allows users to shop electronic catalogs, create shopping carts, and assign shopping carts to requestors. Users with this role are unable to place orders on their own behalf, but may view order histories and edit user profiles. The UF_N_MKT_SHOPPER_REQ role should be requested for individuals (i.e., OPS, non-UF employees) who are not eligible for the self-service role.
Password Level (4)
UF_PO_PCARD_APPROVERThis is an end user role granting access to the Pcard module to:
  • Reconcile Pcard statements
  • Update speedcharts
  • Confirm receipt of goods/services that promote University business.
  • Approve payment
  • Review and approve transactions to ensure appropriateness of the purchasing activity and timely processing of charges and/or credits.
Password Level (3)
Training Requirements:

PST978 - PCard for Appr/Recon 9.1

UF_PO_PCARD_EXAMINERThis is an end user role granting access to the Pcard module to:
  • View Pcard statements
  • Add/Update/Delete Pcard Comments and Attachments
Password Level (3)
UF_PO_PCARD_HOLDERThis is an end user role granting access to the Pcard module to:
  • View Pcard statements
Password Level (3)
UF_PO_PCARD_RECONCILERThis is an end user role granting access to the Pcard module to:
  • Reconcile Pcard statement
  • Update speedcharts
  • Load procurement card activity reports
  • Reconcile activity and statements
  • Identify processing errors
  • Assist in resolution of differences between provider and book balances
  • Monitor employee reimbursement. Set default accounting codes
  • Apply UF spending limitations/restriction
  • Review ChartField combination charged
  • Override budget checking
Password Level (3)
Training Requirements:

PST978 - PCard for Appr/Recon 9.1
PST076 -  PCard for Travel

UF_PO_RECEIVERThis is an end user role granting access to the Purchasing module to
  • Add/update receipts
  • View purchase orders
Password Level (3)
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Core User

Role NameDescription
UF_FI_SUPER_USEREnterprise University Systems Functional Business Analyst role granting access for general support of UF's ERP systems.
Password Level (4)
UF_MKT_SQ_SHARED_SECRETThis is a core office role for Purchasing Services. This role grants access to update the "shared secret" for the SciQuest external application.
Password Level (4)
UF_N_MKT_BUYERThis role allows the user to approve, reject, and forward requisitions routed by requestors, based on the commodity code and the DeptID entered in requisition. Users can edit requisitions, shop, assign carts to requestors, view order histories, and edit profiles and personal favorites.
Password Level (4)
UF_N_MKT_BUYER_PO_APPROVERThis is a core office role for the UF Purchasing Department. Users can perform all of the functions of both a buyer and PO approver.
Password Level (4)
UF_N_MKT_CATALOG_ADMINThis is a core office role for the UF Purchasing Department. Users can administer the electronic catalogs within MyUFMarket, view transaction reports, and manage exports. Users can also view order histories and edit profiles and personal favorites.
Password Level (4)
UF_N_MKT_FIN_PO_APPROVERThis is a core office administrative role. Users are able to approve, reject, and forward requisitions routed by requestors based on the chartfield DeptID. Users can edit requisitions, shop, and assign carts to requestors. Users can also perform PO Approver reviews and edits, and approve or reject pending PO's. This role also allows users to view order histories, edit profiles, and edit personal favorites.
Password Level (4)
UF_N_MKT_PCARD_ADMINThis is a core office role for the Purchasing PCard team. Users are able to update PCard data in user profiles.
Password Level (4)
UF_N_MKT_PO_APPROVERThis is a core office administrative role. When required, a PO Approver reviews, edits, and approves or rejects pending PO’s. This role allows the user to view order histories, and edit profile and personal favorites.
Password Level (4)
UF_N_MKT_SECURITY_ADMINThis is a core office role for Purchasing. Users are able to assign permissions to users within MyUFMarket.
Password Level (4)
UF_N_MKT_SYSTEM_ADMINThis is a core office role for Purchasing. Users can alter organizational methods and help resources, expedite requisitions, and manage custom fields. Users are also able to: run and export transaction reports, skip or restart workflow steps in error, administer advanced dynamic workflow, view order histories, and edit profiles and personal favorites.
Password Level (4)
UF_N_MKT_SYSTEM_ADMIN_SUPPORTThis is a core office role for Purchasing. Users can alter organizational methods and help resources, expedite requisitions, and manage custom fields. Users are also able to run and export transaction reports, view order histories, and edit profiles and personal favorites.
Password Level (4)
UF_PO_ADMINThis is a core office role for Purchasing Services granting access to Purchasing module to:
  • Create purchase orders
  • Manage change orders and requisitions
  • Check budget
  • Maintain procurement contracts
  • Reconcile requisitions
  • Dispatch purchase orders
  • Reconcile purchase orders
  • System set up
  • Update speedcharts
Password Level (4)
Conflicting Roles:

UF_VR_VENDOR_MANAGER

UF_PO_EDITThis is a core office role for Purchasing Services granting access to Purchasing module to:
  • Manage change orders and requisitions
  • Check budget
  • Reconcile requisitions
  • Dispatch purchase orders
  • Reconcile purchase orders
  • Update speedcharts
  • View vendors
Password Level (4)
Conflicting Roles:

UF_VR_VENDOR_MANAGER

UF_PO_PCARD_ADMINThis is a core office role for Purchasing Services granting access to Pcard module to:
  • Pcard administration
  • Process Pcard statements
  • Reconcile Pcard Statement
  • Update speedcharts
Password Level (4)
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Reporting

Role NameDescription
UF_FI_UNIVERSAL_INQUIRYThis is a core office and end user role granting general view only access across all financial modules and financial data in Enterprise Reporting (The ER_User role is necessary for general entry into Enterprise Reporting). The modules that can be accessed by this role are:
  • Accounts payables
  • Accounts receivables
  • Asset management
  • Billing
  • Commitment Control
  • General ledger
  • Grants
  • Project costing
  • Purchasing
  • Travel and Expenses
Password Level (3)
Training Requirements:

Recommended, but not required, training:

PST910 Enterprise Reporting: Basics
PST950 Budget and Commitment Cntrl 9.1

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Travel and Expense Roles

End User

Role NameDescription
UF_EX_EMPLOYEEThis is an end user role granting access to the Travel and Expenses module to:
  • Initiate travel - manage expense reports, manage travel authorization, manage cash advance, manage budget exceptions, and self service travel and expenses (for yourself or others)
  • Update speedcharts
Password Level (3)
Training Requirements:

PST930 - Travel and Expense 9.1

UF_EX_MANAGEREnd user role granting access to Travel and Expenses Module:
  • Approve cash advances
  • Approve, modify, review and print expense reports and errors
  • Approve, modify, review and print travel authorizations
  • Review employee expense and payment history
  • Review employee profile
Password Level (3)
Training Requirements:

PST931 - Travel & Expense--Approver 9.1

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Core User

Role NameDescription
UF_EX_ADMINISTRATORThis is a core office role for Disbursement Services granting access to the Travel and Expenses module to:
  • Approve and review transactions
  • Manage travel - Create cash advance, manage expense reports, manage travel authorization, travel Auth Budget Exceptions, review payments, manage accounting entries, process expenses, and real-Time Analysis
  • Authorize expense users
  • Administer travel - load External Information, manage accounting entries, and process expenses
  • Setup financials - manage employee information and setup expenses financials
  • Update speedcharts
Password Level (4)
UF_EX_ADMINISTRATOR_DSOThis is a Direct Support Organization(DSO) role granting access to Travel and Expenses module to:
  • Approve and review transactions
  • Manage travel - Create cash advance, manage expense reports, manage travel authorization, travel Auth Budget Exceptions, review payments, manage accounting entries, process expenses, and real-Time Analysis
  • Authorize expense users
  • Update speedcharts
Password Level (4)
UF_EX_CORE_REVIEWERThis is a core office role for Disbursement Services granting access to the Travel and Expenses module to: Administer travel - load External Information, manage accounting entries, and process expenses Authorize user as an administrator for the expenses approval process
Password Level (4)
UF_FI_SUPER_USEREnterprise University Systems Functional Business Analyst role granting access for general support of UF's ERP systems.
Password Level (4)
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Reporting

Role NameDescription
UF_FI_UNIVERSAL_INQUIRYThis is a core office and end user role granting general view only access across all financial modules and financial data in Enterprise Reporting (The ER_User role is necessary for general entry into Enterprise Reporting). The modules that can be accessed by this role are:
  • Accounts payables
  • Accounts receivables
  • Asset management
  • Billing
  • Commitment Control
  • General ledger
  • Grants
  • Project costing
  • Purchasing
  • Travel and Expenses
Password Level (3)
Training Requirements:

Recommended, but not required, training:

PST910 Enterprise Reporting: Basics
PST950 Budget and Commitment Cntrl 9.1

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