PeopleSoft Accounts & Business Unit Access
Access to the myUFL portal is provided via PeopleSoft accounts. Each PeopleSoft account is identified by an operator identifier, or ‘oprid’ (pronounced op-er-eye-dee).
There are two types of PeopleSoft accounts: (1) primary accounts and (2) business unit, or DSO, accounts. Any account used to access PeopleSoft Financial Systems in myUFL must be associated with the appropriate financial business unit(s).
Primary PeopleSoft Account
Once an individual has a UFID, a GatorLink account, and an appropriate relationship in the UF Directory – for example, employee, departmental associate, or student – a primary PeopleSoft account is automatically created for them in myUFL. This account provides their primary access to the myUFL portal.
The oprid on a primary PeopleSoft account is the same as the person’s UFID. A primary PeopleSoft account is also tied to the individual’s GatorLink account. When a person signs into myUFL using their primary PeopleSoft account, they typically enter their GatorLink ID in the ‘GatorLink Username’ field.
Any account used to transact business In PeopleSoft Financial Systems will need to be associated with the appropriate business unit(s). For primary accounts, this is done by assigning a role to the account. These roles have names that begin with ‘UF_SY_BUSUNIT’. (For a complete list of these roles, please refer to the roles listed under Business Unit Access Roles section of Finance Roles on the End & Core User Roles page.)
The UF_SY_BUSUNIT roles are only assigned to primary accounts that have other end- or core-user Financial roles assigned to them. Only one of these roles can be assigned to an account at any one time. To change the business unit associated with a primary account, simply delete the business unit role that is currently assigned to the account and add the appropriate replacement.
The vast majority of primary accounts used to perform financial transactions in myUFL will do so on behalf of the University of Florida, or the ‘UFLOR’ business unit. Each of these accounts should be assigned the UF_SY_BUSUNIT_UFLOR role.
Several Direct Support Organizations (DSOs) are supported in myUFL and each is associated with its own business unit. A relatively few primary accounts will perform financial transactions in myUFL on behalf of a DSO business unit. Each of these accounts should be assigned the UF_SY_BUSUNIT_ role that is associated with that DSO business unit.
Designated employees in UF administrative offices will be authorized to access all business units on their primary account. Each of these accounts should be assigned the UF_SY_BUSUNIT_ALL role.
Business Unit (DSO) Accounts
Most users of PeopleSoft Financial Systems will process financial transactions on behalf of a single business unit and, therefore, will only need a primary PeopleSoft account.
However, a relatively small number of users will transact business in the PeopleSoft Financial Systems on behalf of more than one business unit. Each of these users will need a separate PeopleSoft account for each business unit. Their primary account will be associated with one business unit and they will need an additional PeopleSoft account for each additional business unit for which they must process transactions.
These additional accounts are called business unit accounts. They are also referred to as DSO accounts because most will be used to process financial transactions for DSO business units. However, if a user’s primary account is associated with a DSO business unit, and the user must also process financial transactions on behalf of the University of Florida then that user would need a business unit account that is associated with the ‘UFLOR’ business unit.
A business unit account is requested for a user of PeopleSoft Financial Systems by requesting the associated role on their primary PeopleSoft account. These roles have names that begin with ‘UF_PA_GA_DSO’. (For a complete list of these roles, please refer to the roles listed under DSO Accounts Roles in the Finance section of the End & Core User Role descriptions.)
When one of the UF_PA_GA_DSO roles is requested for a user’s primary account and approved, the UF_PA_GA_DSO role will be assigned to their primary account and a business unit account that is associated with the corresponding business unit will be created for them. Roles can then be assigned to the business unit account in myUFL.
Each business unit account will have its own oprid. The oprid will not be the same as the person’s UFID and the account will not be tied to the person’s GatorLink account. When a person signs into myUFL using a business unit account, they will enter the oprid of that account in the ‘GatorLink Username’ field. Upon creation of the account, the user will be given the oprid as well as a temporary password. The first time they sign into myUFL with the account, they will use the temporary password and will then be required to change the password.
Changing Your PeopleSoft Password in myUFL
- 1. Sign into myUFL and navigate to: Main Menu > My Account > Change PeopleSoft Password.
- 2. Enter a value for your PeopleSoft password in the “Password” and “Confirm Password” fields.[Best practice is to set your PeopleSoft password to a different value from your GatorLink password.]
- 3. Click the “Submit” button. You’ll then see a “Success!” message which indicates that your PeopleSoft password has been changed. [This will not affect your GatorLink password.]
- 4. Use this as the password for your primary (UFLOR) account on the Switch User page.