New employees are automatically provisioned with certain basic roles. A Security Access Form should be submitted to FOIT Security to add or modify existing access.
To view a list of roles for a user, run the GE007 – User Security Profile report. Please use the descriptions below for more information about a role.
Run budget statements, revenue and expense activity and financial reports
Run capital project, budget detail, chart field mapping and job cost reports
Run financial and management reports for sponsored projects
Run Vendor and Procurement Tracking Reports (Encumbrances, Delivery, Change Order History)
View SES tuition encumbrance details
Run reports created by Ad Hoc Query Authors
Access Query Studio to create, build, and save reports
View payroll detail by employee for all departments and projects where Row Level Security has been indicated
View sponsored projects reports for proposals and awards
NUFinancials Roles
(effective from November 12, 2021)
This role provides:
Basic user inquiry access to accounting information, asset management, billing, budget details, travel and expense transactions, journal entries, vouchers, grants, and project costing.
View-only access is limited by row level (chartfield) security.
Creation of Payment Requests, Vendor Requests, Portal Actuals Journals, and Expense Reports.
IBuyNU Shopper access. Standard workflow procedures are in effect.
This role provides:
Basic user inquiry access to accounting information, asset management, billing, budget details, travel and expense transactions, journal entries, vouchers, grants, and project costing. This view-only access is limited by row level (chartfield) security. This role allows creation of Payment Requests, Vendor Requests, Portal Actuals Journals, and Expense Reports. It also includes IBuyNU Shopper access. Standard workflow procedures are in effect.
Inquiry access for purchasing, accounts payable, and accounts receivable. This role allows for creation of Requisitions (Requester role), Purchasing receipts, Purchase Order Change Requests, Cash Receipt Tickets, and Portal Budget Journals. Standard workflow procedures are in effect.
Role to participate in supplier contract process
Role to view SES tuition encumbrance data
Role for Chartfield Managers entry to update Department ID and Project ID managers. This grants the designated managers view-only access to the chartstring in NUFinancials and Cognos. When granted, the chartstring assigned will only be within the user's own school and department. However, whether the user granted the access has salary drilldown ability may be unknown to the individual making the updates.