access-lockTo request access to ConnectCarolina, you work with your school or division’s Access Request Coordinator, or ARC for short. To request access to InfoPorte for HR/Payroll and Finance reports, you work with your InfoPorte Administrator. To request access to Student Administration reports, you need to work with your ARC (that’s because the Office of the University Registrar has to approve these requests). For access to many companion systems such as TIM or LawLogix, you also work with your ARC.

Do you need information about:


Access to ConnectCarolina

To get access to ConnectCarolina, you work with your Access Request Coordinator, called an ARC for short. ARCs are appointed by leadership in your school or division. You can find the names of your ARCs and InfoPorte administrator by going here.

Getting Access to ConnectCarolina: How the Process Works

 

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Finding the Access Request Form

To get new access to ConnectCarolina or to request changes, you need signatures from senior management (generally a dean or department chair or director). Your school or division may use the form provided by the ConnectCarolina team to collect the signatures, or you may use a custom form. Check with your ARC on which form you should use.

Important: If you transfer from one school or division to another at the University, your new department determines the access you need for your new role. It’s important that your previous department submits a request to remove your existing access, and your new department submits a request to give you your new access.
To find the InfoPorte and ConnectCarolina access request forms provided by the ConnectCarolina team, go to https://ccinfo.unc.edu/start-here/access/access-request-forms/ (Remember, your school or division may use custom forms).

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The Link Between Access and Training

Agreeing to the ConnectCarolina Terms of Use policy is required before getting access to ConnectCarolina. Training is also required for most access (although not all). One of the best things you can do to speed along your access requests is to complete any required training as quickly as possible.

You can find out what training is required on this spreadsheet: https://ccinfo.unc.edu/start-here/access/access-roles/

The Terms of Use Agreement, FERPA, and HIPAA
Regardless of the access that you are requesting, you need to agree to the Terms of Use Policy before being granted access to ConnectCarolina. You can find the Terms of Use Policy by logging into the home page of ConnectCarolina at https://connectcarolina.unc.edu. (You only need to have the basic access that all faculty and staff have to get to this page, and you get this access automatically.)  For more information about how to accept the Terms of Use Policy, click here.

If you are requesting access to the HR/Payroll or Student Administration parts of ConnectCarolina, you also need to complete FERPA training (FERPA is a Federal law that protects the privacy of student education records). For information about how to complete FERPA online training, go to http://registrar.unc.edu/academic-services/uncferpa/.

In the coming months, if you are requesting access to create campus vouchers, will be approving campus vouchers, or if you work with attachments directly in ImageNow, you also need to take Health Insurance Portability and Accountability Act (HIPAA) training.  Please be on the lookout for training information.

Registering for Classroom Training

To register for Finance or reporting classroom training, go to https://ccinfo.unc.edu/training/register-for-a-class/ (Instructions for registering are included in each event’s details.) For HR/Payroll classroom training (for HR representatives, for example), you can see the dates of the next class on the schedule, but the training team will contact you to register you for class once the access request is approved at the first stop in the approval process.

To register for Student Administration training, visit the Registrar’s website at http://registrar.unc.edu/training/classes/.

Accessing Computer-Based Training
Some required training is in the form of “computer-based training,” which is training that you can complete at your own pace, and can access from the Training page on the ccinfo.unc.edu website (https://itsapps.unc.edu/ITSSelfStudy/CCCBT). Roles that require computer-based training include basic originators, student originators, and approvers on the HR side, and for those who manage assets on the Finance side.

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Tips for Making Requests Go Faster

Some tips for making requests go through the process (and for reducing frustration) are:

  • Access Requests Aren’t Automatic: Giving access to ConnectCarolina requires multiple people to take action, one after the other. This process can take days or, depending on the complexity of the request, sometimes weeks for requests to be completed. For example, some people think that completing a training class automatically triggers access to ConnectCarolina, but instead, several people have to take action after you finish training to turn the access on in ConnectCarolina.
  • Complete Training Quickly: The faster you complete training, the more quickly we can move requests along. And when you complete a request, you can speed things along by sending an email to the training team at connectcarolina_training@unc.edu to let them know.
  • Smaller Requests Go Faster: The training team manually tracks completed training on requests that have many roles on them, which slows down the process. You can complete one form, but ask your ARC to submit separate requests for those you have completed for versus those you haven’t. If you are asking for access that doesn’t require training (such as the ePro vendor catalogs), include that with any access you have completed training for. These requests can usually be moved along quickly.

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Access to InfoPorte Reporting

Similar to how the ARCs are the primary point of contact for getting access to ConnectCarolina, the InfoPorte Administrator is the primary point of contact for getting access to InfoPorte. InfoPorte Administrators are appointed by leadership in your school or division. Often, your InfoPorte Administrator is the same as your Access Request Coordinator (ARC).  You can find the names of your InfoPorte Administrator and your ARC here.

Access to InfoPorte Reports
How you get access to reports in InfoPorte depends on what reports you need to access and whether you need access to HR/Payroll, Finance, or Student Administration reports. For Finance reports, some reports can only be access by the small group of people who have enhanced reporting access. Other reports are limited to those in the central offices.

Use the chart below to find out who you should work with for access:

Starting Point for the Different Types of Reports

Primary Financial Reports

See the Financial Reporting Guide for specific reports.

For these reports...Work with this person...
reports in InfoPorte in the Department Accounting tab, except the OSR Campus ReportsInfoPorte Administrator, who can turn on the access
OSR Campus reports in the Department Accounting tabInfoPorte Administrator, who will submit a help request
BMS report in InfoPorte in the Other Reports tabInfoPorte Administrator, who can turn on the access
Cash/Bal reports in InfoPorte in the Financial Reporting tabInfoPorte Administrator, who will submit a help request
financial queries in ConnectCarolinaAccess Request Coordinator, who will submit an access request through the Access Request Tool
inquiry options in ConnectCarolina (such as the Budget Overview option)Access Request Coordinator, who will submit an access request through the Access Request Tool

 

Financial Reports that Require Enhanced Reporting Access

Definition of Enhanced Reporting Access

See the Financial Reporting Guide for specific reports.

For these reports...Work with this person...
reports in InfoPorte
  • Financial Reporting tab
    • Ledg/Acct tab
    • Personnel tab
    • Misc tab
InfoPorte Administrator, who will:
• submit a help request if you are already on the list of enhanced reporting users
• work with your MOU lead if you are not on the list of enhanced reporting users

financial queries in the RPT reporting environment (a separate copy of ConnectCarolina used only for reporting)Access Request Coordinator, who will:
• submit an access request through the Access Request Tool
• work with your MOU lead if you are not on the list of enhanced reporting users

 

Finance Central Office Reports

See the Financial Reporting Guide for specific reports.

For these reports...Work with this person...
financial reports in ConnectCarolinaAccess Request Coordinator, who will submit an access request through the Access Request Tool
all financial reports in InfoPorte for all departmentsInfoPorte Administrator, who will submit a help request
OSR Financial Reporting tab (for Office of Sponsored Research staff only)InfoPorte Administrator, who will submit a help request.

 

HR/Payroll Reports

See the HR/Payroll Reporting Guide for specific reports.

For these reports...Work with this person...
human resources for own departmentsInfoPorte Administrator, who will turn on the access
human resources information for all departmentsAccess Request Coordinator, who will submit an access request through the Access Request Tool
reports in ConnectCarolina related to the Payroll Accounting Adjustment Tool (PAAT)Access Request Coordinator, who will submit an access request through the Access Request Tool

 

Student Administration Reports

For these reports...Work with this person...
student informationAccess Request Coordinator, who will submit an access request through the Access Request Tool


What is Enhanced Reporting Access?

For Finance reporting, MOU leads determine who in their school or division needs to have enhanced reporting access.  Staff members who have this access can see information beyond their own department, so this group is kept small to keep information secure.  If you are an MOU lead and you need to make a change to who has enhanced reporting access for your school or division, submit a help request to the Finance team.

Terms of Use Agreement
Regardless of which reports that you are requesting access to, you need to agree to the Terms of Use Policy in ConnectCarolina before being granted access to InfoPorte Reporting.  You can find the Terms of Use Policy by logging into the home page of ConnectCarolina at https://connectcarolina.unc.edu (You only need to have the basic access that all faculty and staff have to get to this page, and you get this access automatically).  Scroll to the bottom of the page to see the box describing how to read and agree to the Terms of Use.

Finding the InfoPorte Access Request Form
To get new access to InfoPorte Reporting or to request changes, you need signatures from senior management (generally a dean or department chair or director).   Your school or division may use the form provided by the InfoPorte team to collect the signatures, or you may use a custom form.  Check with your InfoPorte Administrator on which form you should use.

Important: If you transfer from one school or division to another at the University, your new department determines the access you need for your new role.  It’s important that your previous department submits a request to remove your existing access, and your new department submits a request to give you your new access.

To find the InfoPorte access request form provided by the InfoPorte team, go to https://ccinfo.unc.edu/start-here/access/access-request-forms/ (Remember, your school or division may use custom forms).

Registering for Classroom Training
Though not required, training for both Human Resources InfoPorte Reporting and Finance InfoPorte Reporting is offered in a hands-on, classroom setting.  To register for InfoPorte Reporting classroom training, go to https://ccinfo.unc.edu/training/register-for-a-class/ (Instructions for registering are included in each event’s details.)  Please note: you must have your own InfoPorte access in order to participate in the class – the training team cannot use generic login IDs.

Accessing Computer-Based Training
Some training is available in the form of computer-based training, which is training that you can complete at your own pace, and can access from the Training page on the ccinfo.unc.edu website (https://itsapps.unc.edu/ITSSelfStudy/CCCBT).

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Access to Companion Systems

The following systems/applications use the Access to ConnectCarolina process described above:

  • Finance
    • Web Travel
    • PCard
    • Surplus Property Management System
  • HR/Payroll
    • PeopleAdmin
    • InfoPorte Campus Views
    • LawLogix
    • Time Information Management (TIM)
  • Student Administration
    • ApplyYourself
    • InfoPorte Student Administration (reporting)

To get access to the Customer Billing Management (CBM) system, contact your MOU Lead (or a designated CBM administrator).  CBM is a system that allows department representatives to review and change the chartfield strings on charges being billed to their department from campus units likes Carolina Copy and Carolina Inn.

If you have any kind of Finance access (besides buying from the Software Acquisition catalog), you automatically have access to Bill Presentation, the companion system to CBM.

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