Access Roles: Finance – Campus – ConnectCarolina
All ConnectCarolina Finance Roles follow the same approval path:
Stop 1: Finance functional lead determines access roles needed, verifies needed form and supporting documentation is attached and complete.
Stop 2: ConnectCarolina Training Team verifies that required training is complete.
Stop 3: ConnectCarolina Security Team sets up access in ConnectCarolina.
|Function to Ask for on Access Request Form||Description of the Role||Training Required|
|Budget Transfers||Allows the user to enter, modify, and search for budget transfers. It also allows the user to delete budget transfers that have not been posted and resubmit budget transfers for approval after they’ve been denied.||Managing Budgets & Creating Budget Journals classroom class|
|Campus Vouchers||Allows users to create campus vouchers for reimbursements for employees and University affiliates, independent contractor payments, cash advances, and petty cash replenishments. It also allows the user to use the Voucher Inquiry option to search for and display voucher information.||Creating Campus Vouchers classroom class & HIPAA training (coming soon)|
|Creating and Changing Vendors||Allows users to request new vendors and independent contractors, and request changes to existing vendors and independent contractors.||Requesting New Vendors and Vendor Changes (Including Independent Contractors) classroom class|
|Journal Entries||Allows users to create campus journals, correcting campus journals, correcting JE, correcting voucher JE, and interunit campus journals. It also allows the user to edit campus journals that haven’t been posted and delete campus journals.||Creating Journal Entries classroom class|
|Managing Assets||Allows users to enter an asset’s location, including searching for and viewing an asset, updating information, and reporting movement and status.||Managing Assets for Campus Departments CBT|
|Purchase Reqs and Receiving||Allows the user to create a purchase requisition and make changes to them before they are submitted. It allows the user to view the status of, cancel, print, and make copies of requisitions. It also allows the user to create a change order. This role also allows the user to record receipts, make changes to receipts, handle returns, and close receipts short.||Creating Purchase Requisitions and Receiving classroom class|
|University Deposits||Allows the user to process incoming payments at the department or school level, using direct journal deposits. Also allows the user to update a deposit and view deposits.||Making University Deposits classroom class|
|Vendor Catalog||Allows the user to place orders from the vendor catalogs in eProcurement (such as Staples, Fischer Scientific, etc.). Also allows the user to view the status of the requisitions these orders are placed with and to make changes to those requisitions.||Training is not required (Ordering from the ePro Vendor Catalogs CBT available)|
|Vendor Catalog View Only||Allows the user to view items in the eProcurement vendor catalogs (such as Staples and Fisher Scientific) but not place orders from the catalogs. IMPORTANT: Be sure to not request this role along with the Vendor Catalog role, because this role prevents checking out vendor catalog orders.||Training is not required (Ordering from the ePro Vendor Catalogs CBT available)|
|Budget Journals||Allows users to enter, modify, and search for budget journals. It also allows the user to delete budget journals that haven’t been posted and resubmit budget journals for approval after they’ve been denied.||Managing Budgets & Creating Budget Journals classroom class|
|AR/Billing Other than OSR||This role is only for the small number of units who are doing billing in ConnectCarolina Allows users to create and maintain customers and customer contacts, create online and internal bills, and adjust bills (including credits and rebills). It allows the user to generate invoices with the single action invoice process. It also allows the user to running inquiries to see outstanding invoices and information about customers.||Accounts Receivable/Billing for Units Other than Sponsored Research classroom class|
|Inquiry Roles||Gives users access to the accounts payable, purchase order, budgets, and eProcurement inquiry options.||Training is not required (Budget Inquiry CBT available)|
|Source Create||Allows the user to request new fund sources or request changes to fund sources. This job function is also included in the Journal Entries role (so no need to request both).||Training is not required (Requesting New Chartfield Values CBT is available)|