Access Roles: Finance – Campus – Customer Billing Management (CBM)
The Campus Purchasing Card (P-Card) roles follow this approval path:
Stop 1: CBM team verifies XX is attached and complete, and sets up access in XXX.
| Function to Ask for on Access Request Form | Description of the Role | Training Required |
|---|---|---|
| Modify Current Charges | This role grants access to view and edit current billing transaction in CBM for listed department IDs or ranges. | Training is not required. Using the Customer Billing Management System self-paced online learning is available.) |
| View Department Defaults | This role grants access to view CBM default chartfield strings by department ID by each billing area in CBM for listed department IDs or ranges. | Training is not required. Using the Customer Billing Management System self-paced online learning is available.) |
| Edit Department Defaults | This role grants access to edit and create CBM default chartfield strings by department ID for each billing area in CBM for listed department IDs or ranges. | Training is not required. Using the Customer Billing Management System self-paced online learning is available.) |
| Transaction Files Status | This role grants access to view transaction files loaded to CBM for billing units. Only granted to to departments that use CBM to bill out charges. | Training is not required. Using the Customer Billing Management System self-paced online learning is available.) |
| Reconciliation | This role grants access to view budget and combo-edit failed transactions for modifying and resubmitting to ConnectCarolina. Only granted to departments that use CBM to bill out charges. | Training is not required. Using the Customer Billing Management System self-paced online learning is available.) |