Access Roles: Finance – Central Office – ConnectCarolina
The Central Office 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 Security Team sets up access in ConnectCarolina.
Stop 3: ConnectCarolina Finance Training Team assigns training via Carolina Talent Learning, if needed. (Training team sends an email to affiliates to register for training, if needed.)
| Function to Ask for on Access Request Form | Description of the Role | Training Required |
|---|---|---|
| Central Office Chartfield Data Access | Allows central office users access to all Department Chartfield data for UNC | Central office training is provided internally by each office. Self-paced online learning is available for many areas. |
| Central Office Inquiry | Allows user inquiry access to finance modules including Asset Management, Procurement, Accounts Payable, Accounts Receivable, Billing, Banking, Customer Contracts, General Ledger, Grants, Commitment Control, Project Costing. | Central office training is provided internally by each office. Self-paced online learning is available for many areas. |
| Central Office Reporting | Allows user to access Financeer, BI publisher reports, Nvision reports, process monitor, report manager. Allows user to run all finance queries in finance production and RPT environments and schedule queries in finance production environment. | Central office training is provided internally by each office. Self-paced online learning is available for many areas. |
| Central Office View Configuration | Allows user to view configuration setup for the finance modules including Asset Management, Procurement, Accounts Payable, Accounts Receivable, Billing, Banking, General Ledger, Commitment Control. | Central office training is provided internally by each office. Self-paced online learning is available for many areas. |