The Campus Purchasing Card (P-Card) roles follow this approval path:

Stop 1: P-Card team verifies supporting documentation is attached and complete and sets up access in Works.
Stop 2: ConnectCarolina Security Team sets up access in ConnectCarolina.

Function to Ask for on Access Request FormDescription of the RoleTraining Required
P-Card Card Account HolderThis role allows a P-Card Accountholder to access Works to perform initial reconciliation tasks: allocate expenses, upload receipts, provide business justification and sign-off on transactions, as well as generate Accountholder activity reports.Training is not required. (Working with P-Card Transactions CBT is also available.)
P-Card Group ApproverThis role allows the user to access Works to review, update, and provide final sign-off for P-Card transactions of Accountholders within their group. Training is not required. (Approving P-Card Transactions CBT and Working with P-Card Transactions CBT are available.)
P-Card Group Proxy ReconcilerThis role allows a user to access Works to perform initial reconciliation tasks on behalf of Accountholders within their group: allocate expenses, upload receipts, provide business justification and sign-off on transactions, as well as generate Accountholder activity reports.Training is not required. (Working with P-Card Transactions CBT is also available.)
P-Card Group Scoped AuditorThis role allows the user to access Works to create and manage reports of P-Card activity within their group.Training is not required. (Approving P-Card Transactions CBT and Working with P-Card Transactions CBT are available.)
Legacy P-Card Reporting Inquiry
This role allows the user to access Legacy P-Card reporting for inquiry purposes.
Training is not required.