Finance
Accounts Payable Roles
End User
| Role Name | Description |
|---|---|
| UF_AP_APPROVER | This is an end user role granting access to the Accounts Payable module to:
Password Level (3) Conflicting Roles: UF_AP_REVIEWER |
| UF_AP_REVIEWER | This is an end user role granting access to the Accounts Payable module to:
Password Level (3) |
| UF_AP_VOUCHER_PROCESSOR | This is an end user role granting access to the Accounts Payable module for DSO employees only to:
Password Level (3) Training Requirements: PST956 Journal Entry in myUFL Conflicting Roles: UF_AP_APPROVER |
| UF_N_VOUCHER_IMAGING_VIEW | This 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_VIEW | This 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) |
Core User
| Role Name | Description |
|---|---|
| UF_AP_ADMINISTRATOR | This is a core office role for Disbursement Services granting access to the Accounts Payable module to:
Password Level (4) Conflicting Roles: UF_AP_CORE_MANAGER |
| UF_AP_CORE_MANAGER | This is a core office role for Disbursement Services granting access to the Accounts Payable module to:
Password Level (4) Conflicting Roles: UF_AP_ADMINISTRATOR |
| UF_AP_FUND_ADMINISTRATOR | This is a core user role for the UF Foundation granting access to the Accounts Payable module to:
Password Level (4) Training Requirements: PST976 - myUF Payments for Fund Administrators |
| UF_AP_PAYCYCLE_ADMINISTRATOR | This is a core office role for Disbursement Services granting access to Accounts Payable module to:
Password Level (4) Conflicting Roles: UF_AP_CORE_MANAGER |
| UF_FI_SUPER_USER | Enterprise University Systems Functional Business Analyst role granting access for general support of UF's ERP systems. Password Level (4) |
| UF_N_VOUCHER_IMAG_CLIENT_ADMIN | Provides 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_MANAGER | This is a core office role for Disbursement Services granting access to Accounts Payable module to:
Password Level (4) Conflicting Roles: UF_AP_CORE_MANAGER |
Reporting
| Role Name | Description |
|---|---|
| UF_FI_UNIVERSAL_INQUIRY | This 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:
Password Level (3) Training Requirements: Recommended, but not required, training: PST910 Enterprise Reporting: Basics |
Accounts Receivable Roles
End User
| Role Name | Description |
|---|---|
| UF_AR_CASHIER | This is an end user role granting access to the Account Receivable Module to:
Password Level (3) Training Requirements: PST021 Making Deposits in myUFL Conflicting Roles: UF_AR_DEPOSIT_CONTROL |
| UF_AR_COLLECTOR | This is an end user role granting access to the Account Receivable module to:
Password Level (3) |
Core User
| Role Name | Description |
|---|---|
| UF_AR_ADMINISTRATOR | This is a core office role for Contracts and Grants Accounting and PPD Accounting granting access to Account Receivable module to:
Password Level (4) Training Requirements: PST021 Making Deposits in myUFL Conflicting Roles: UF_AR_DEPOSIT_CONTROL |
| UF_AR_CORE | This is a core office role for Finance and Accounting granting access to Account Receivable module to:
Password Level (4) Training Requirements: PST021 Making Deposits in myUFL Conflicting Roles: UF_AR_DEPOSIT_CONTROL |
| UF_AR_DEPOSIT_CONTROL | This is a core office role for Treasury Management granting access to Account Receivable module to:
Password Level (4) Training Requirements: PST021 Making Deposits in myUFL Conflicting Roles: UF_AR_ADMINISTRATOR |
| UF_AR_TREASURY_MGT | This is a core office role for Treasury Management granting access to Account Receivables module to:
Password Level (4) Conflicting Roles: UF_AR_ADMINISTRATOR |
| UF_FI_SUPER_USER | Enterprise University Systems Functional Business Analyst role granting access for general support of UF's ERP systems. Password Level (4) |
Reporting
| Role Name | Description |
|---|---|
| UF_FI_UNIVERSAL_INQUIRY | This 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:
Password Level (3) Training Requirements: Recommended, but not required, training: PST910 Enterprise Reporting: Basics |
Asset Management Roles
End User
| Role Name | Description |
|---|---|
| UF_N_AM_IMAGING_CLIENT_VIEW | This is an end user role granting access to:
Password Level (3) |
| UF_N_AM_IMAGING_VIEW | This is an end user role granting access to:
Password Level (3) |
| UF_N_AM_MYASSETS_DEPT_ADMIN | This is an end user role granting access to the myAssets module for the management of departmental property. This allows the user to:
Password Level (3) Training Requirements: PST501 - Property 101 |
Core User
| Role Name | Description |
|---|---|
| UF_AM_ACQUISITION_MANAGER | This is a core office role for Asset Management Services granting access to the Asset Management module to:
Password Level (4) |
| UF_AM_ADMINISTRATOR | This is a core office role for Asset Management Services granting access to the Asset Management module to:
Password Level (4) |
| UF_AM_FINANCIAL_RECORDS | This is a core office role for Asset Management Services granting access to the Asset Management module to:
Password Level (4) |
| UF_AM_INVENTORY_MANAGER | This is a core office role for Asset Management Services granting access to the Asset Management module to:
Password Level (4) |
| UF_AM_PHYSICAL_RECORDS | This is a core office role for Asset Management Services granting access to the Asset Management module to:
Password Level (4) |
| UF_FI_MASSCHANGE_PM | This 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_USER | Enterprise University Systems Functional Business Analyst role granting access for general support of UF's ERP systems. Password Level (4) |
| UF_N_AM_IMAGING_CLIENT_MAX | This 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_UPDATE | This 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_ADMIN | This is a core office role for Asset Management Services providing access to the myAssets modules to:
Password Level (4) |
Reporting
| Role Name | Description |
|---|---|
| UF_FI_UNIVERSAL_INQUIRY | This 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:
Password Level (3) Training Requirements: Recommended, but not required, training: PST910 Enterprise Reporting: Basics |
Banking and Treasury Management Roles
Core User
| Role Name | Description |
|---|---|
| UF_BA_BANK_ADMINISTRATOR | This is a core office role for Treasury Management granting access to Banking module to:
Password Level (4) Conflicting Roles: UF_AR_ADMINISTRATOR |
| UF_BA_BANK_RECONCILER | This is a core office role for Treasury Management granting access to Banking module to:
Password Level (4) Conflicting Roles: UF_AR_ADMINISTRATOR |
| UF_FI_SUPER_USER | Enterprise University Systems Functional Business Analyst role granting access for general support of UF's ERP systems. Password Level (4) |
| UF_N_TMS_IMAGING_CLIENT_MAX | This 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_UPDATE | This 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_VIEW | This 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) |
Billing Roles
Core User
| Role Name | Description |
|---|---|
| UF_BI_ADMINISTRATOR | This is a core office role for Contracts and Grants Accounting and PPD Accounting granting access to Billing module to:
Password Level (4) Conflicting Roles: UF_AR_DEPOSIT_CONTROL |
| UF_BI_ENTRY | This is a core office role for PPD Accounting granting access to Billing module to:
Password Level (4) Conflicting Roles: UF_BI_MANAGER |
| UF_BI_MANAGER | This is a core office role for PPD Accounting granting access to Billing module to:
Password Level (4) Conflicting Roles: UF_AR_CASHIER |
| UF_FI_SUPER_USER | Enterprise University Systems Functional Business Analyst role granting access for general support of UF's ERP systems. Password Level (4) |
Reporting
| Role Name | Description |
|---|---|
| UF_FI_UNIVERSAL_INQUIRY | This 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:
Password Level (3) Training Requirements: Recommended, but not required, training: PST910 Enterprise Reporting: Basics |
Business Unit Access Roles
End User
| Role Name | Description |
|---|---|
| UF_SY_BUSUNIT_CREFN | This 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_F4HFI | This 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_FCRDF | This 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_FFSPI | This 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_FLPTU | This 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_FPFND | This 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_STAUG | This 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_SWRFI | This 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_TCRFI | This 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_UFFND | This 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_UFICO | This 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_UFLCA | This 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_UFLDC | This 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_UFLEF | This 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_UFLOR | This 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_UFRFI | This is an end user role granting access to business units defined in PeopleSoft for the UF Research Foundation, Inc. (UFRFI). Password Level (3) |
Core User
| Role Name | Description |
|---|---|
| UF_SY_BUSUNIT_ALL | This 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_CATTL | This is a business unit role granting access to business units defined in PeopleSoft for the Cattle Enhancement Board, Inc. (CATTL). Password Level (3) |
DSO Specific
| Role Name | Description |
|---|---|
| UF_PA_GA_DSO_UFLEF | This 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) |
Commitment Control Roles
End User
| Role Name | Description |
|---|---|
| UF_KK_BDGT_TRANSFER_PROCESSOR | This is an end user role granting access to the Commitment Control module to:
Password Level (3) Training Requirements: PST950 Budget and Commitment Control |
Core User
| Role Name | Description |
|---|---|
| UF_FI_SUPER_USER | Enterprise University Systems Functional Business Analyst role granting access for general support of UF's ERP systems. Password Level (4) |
| UF_KK_ADMIN_CORR | This is a core office role for General Accounting granting access to Commitment Control module to:
Password Level (4) |
| UF_KK_CORE_SENIOR | This is a core office role for University Budget Office granting access to Commitment Control module to:
Password Level (4) |
Reporting
| Role Name | Description |
|---|---|
| UF_FI_UNIVERSAL_INQUIRY | This 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:
Password Level (3) Training Requirements: Recommended, but not required, training: PST910 Enterprise Reporting: Basics |
DSO Accounts Roles
Each DSO account will need the corresponding Business Unit, UF_SY_BUSUNIT_xxxx.
DSO Specific
| Role Name | Description |
|---|---|
| UF_PA_GA_DSO_CATTL | User 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_CREFN | This 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_F4HFI | This 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_FCRDF | This 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_FFSPI | This 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_FLPTU | This 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_FPFND | User 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_STAUG | This 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_SWRFI | This 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_TCRFI | This 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_UFFND | This 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_UFICO | This 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_UFLCA | This 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_UFLDC | This 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_UFLEF | This 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_UFRFI | This 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) |
Financials PeopleTools Roles
End User
| Role Name | Description |
|---|---|
| ReportSuperUser | This 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_VIEWER | This is an end user role that will allow users to:
Password Level (3) |
Core User
| Role Name | Description |
|---|---|
| ReportDistAdmin | This 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_QUERY | This is a system and core office role granting access to PeopleTools to:
Password Level (4) |
| UF_FI_NVISION_CORE | This is a core office role for Financial Reporting granting access to the General Ledger module to:
Password Level (4) |
| UF_FI_QUERY_MANAGER_PRIVATE | This is a core user role that will allow users to:
Password Level (4) |
| UF_FI_QUERY_MANAGER_PUBLIC | This is a core user role that will allow users to:
Password Level (4) |
| UF_FI_TREE_MANAGER | This is a core office role granting access to financial tree management. Password Level (4) |
General Ledger Roles
End User
| Role Name | Description |
|---|---|
| UF_GL_END_USER | This is an end-user role granting access to the General Ledger module to:
Password Level (3) Training Requirements: PST956 Journal Entry in myUFL |
Core User
| Role Name | Description |
|---|---|
| UF_FI_SUPER_USER | Enterprise University Systems Functional Business Analyst role granting access for general support of UF's ERP systems. Password Level (4) |
| UF_GL_BANKING_INVESTOR | This is a core office role for Treasury Management granting access to the General Ledger module to:
Password Level (4) |
| UF_GL_CONVERSION | This is a core office role for University Financial Services granting access to the General Ledger module to:
Password Level (4) |
| UF_GL_CORE_SENIOR | This is a core office role for General Accounting granting access to the General Ledger and Project costing modules to:
Password Level (4) |
| UF_GL_CORE_STAFF | This is a core office role for General Accounting and Direct Support Organizations (DSOs) granting access to General Ledger and Project Costing module to:
Password Level (4) |
| UF_GL_FINANCIAL_REPORTING | This is a core office role for Financial Reporting and General Accounting granting access to General Ledger module to:
Password Level (4) |
| UF_GL_RCM_ADMIN | This 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_LEDGER | This is a core office role for Financial Reporting and General Accounting granting access to General Ledger module to:
Password Level (4) |
| UF_GL_UFF_CORR | This is a core office role for UF Foundation granting access to General Ledger module for UFF BU to:
Password Level (4) |
| UF_GL_UFF_VIEW | UFF This is a core office role for UF Foundation granting access to General Ledger module for UFFND BU to:
Password Level (4) |
Reporting
| Role Name | Description |
|---|---|
| UF_FI_UNIVERSAL_INQUIRY | This 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:
Password Level (3) Training Requirements: Recommended, but not required, training: PST910 Enterprise Reporting: Basics |
Project Costing Roles
End User
| Role Name | Description |
|---|---|
| UF_PC_PROJECT_ANALYST | This is an end user role granting access to the Project Costing module to:
Password Level (4) |
Core User
| Role Name | Description |
|---|---|
| UF_FI_SUPER_USER | Enterprise University Systems Functional Business Analyst role granting access for general support of UF's ERP systems. Password Level (4) |
| UF_PC_PROJECT_ADMIN | This is a core office role for Non-Grants project administrators granting access to the Project Costing module to:
Password Level (4) |
Purchasing Roles
End User
| Role Name | Description |
|---|---|
| UF_N_MKT_COMMODITY_APPROVER | This 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_REQUESTOR | This 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 Introduction to Purchasing in myUF Market |
| UF_N_MKT_FINANCIAL_APPROVER | This 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) Training Requirements: ADV006 Fund Administrator Training |
| UF_N_MKT_FIN_COMM_APPROVER | This 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_INQUIRY | This role allows the user inquiry access into the MyUFMarket system. Password Level (3) |
| UF_N_MKT_REQUESTOR | This 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: ADV006 Fund Administrator Training |
| UF_N_MKT_REQ_STOCKRM | This 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_REQ | This 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_APPROVER | This is an end user role granting access to the Pcard module to:
Password Level (3) Training Requirements: PST978 - PCard for Approvers/Reconcilers |
| UF_PO_PCARD_HOLDER | This is an end user role granting access to the Pcard module to:
Password Level (3) |
| UF_PO_PCARD_RECONCILER | This is an end user role granting access to the Pcard module to:
Password Level (3) Training Requirements: PST978 - PCard for Approvers/Reconcilers |
| UF_PO_RECEIVER | This is an end user role granting access to the Purchasing module to
Password Level (3) |
Core User
| Role Name | Description |
|---|---|
| UF_FI_SUPER_USER | Enterprise University Systems Functional Business Analyst role granting access for general support of UF's ERP systems. Password Level (4) |
| UF_MKT_SQ_SHARED_SECRET | This 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_BUYER | This 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_APPROVER | This 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_ADMIN | This 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_APPROVER | This 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_ADMIN | This 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_APPROVER | This 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_ADMIN | This is a core office role for Purchasing. Users are able to assign permissions to users within MyUFMarket. Password Level (4) |
| UF_N_MKT_SYSTEM_ADMIN | This 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_SUPPORT | This 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_ADMIN | This is a core office role for Purchasing Services granting access to Purchasing module to:
Password Level (4) Conflicting Roles: UF_VR_VENDOR_MANAGER |
| UF_PO_EDIT | This is a core office role for Purchasing Services granting access to Purchasing module to:
Password Level (4) Conflicting Roles: UF_VR_VENDOR_MANAGER |
| UF_PO_PCARD_ADMIN | This is a core office role for Purchasing Services granting access to Pcard module to:
Password Level (4) |
Reporting
| Role Name | Description |
|---|---|
| UF_FI_UNIVERSAL_INQUIRY | This 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:
Password Level (3) Training Requirements: Recommended, but not required, training: PST910 Enterprise Reporting: Basics |
Travel and Expense Roles
End User
| Role Name | Description |
|---|---|
| UF_EX_EMPLOYEE | This is an end user role granting access to the Travel and Expenses module to:
Password Level (3) Training Requirements: PST930 Travel & Expense |
| UF_EX_MANAGER | End user role granting access to Travel and Expenses Module:
Password Level (3) Training Requirements: PST931 Travel & Expense--Approver |
Core User
| Role Name | Description |
|---|---|
| UF_EX_ADMINISTRATOR | This is a core office role for Disbursement Services granting access to the Travel and Expenses module to:
Password Level (4) |
| UF_EX_ADMINISTRATOR_DSO | This is a Direct Support Organization(DSO) role granting access to Travel and Expenses module to:
Password Level (4) |
| UF_EX_CORE_REVIEWER | This 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_USER | Enterprise University Systems Functional Business Analyst role granting access for general support of UF's ERP systems. Password Level (4) |
Reporting
| Role Name | Description |
|---|---|
| UF_FI_UNIVERSAL_INQUIRY | This 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:
Password Level (3) Training Requirements: Recommended, but not required, training: PST910 Enterprise Reporting: Basics |