UAFR - My-UI-Financials Access Manager - Roles and Definitions

My-UI-Financials Access Manager - Roles and Definitions

Caption

Role

Definition

Grant Report Assigner

Can view a grant and assign additional viewers and assigners for any grant or fund within their grant.

Grant Report Viewer

Can view a grant and any funds within that grant.

Fund Report Assigner

Can view a grant fund and assign viewers and assigners for any grant fund or CFOP including or under that grant fund.

Fund Report Viewer

Can view a grant fund.

Project Report Assigner

Can view a CFOP and assign viewers and assigners to this CFOP or those under this CFOP.

Project Report Viewer

Can view a CFOP.

Report Assigner

Can view all data for an Org and assign viewers and assigners for any CFOP, Org, Grant, or Fund in that Org.

Report Viewer

Can view all data for an Org.

When assigning access in Access Manager consider if you want the user to also be able to assign access. If you want them to take responsibility of assigning access to others, they should be assigners.  If you want them to only use the My-UI-Financials dashboard to view financial data, assign them as a viewer.

New CFOPs used in July won't appear in the tree on the Orgs and CFOPs View tab for assignment until after period 14 closes.

For My-UI-Financials questions, email myuifinancials@uillinois.edu.




Keywords:My-UI-Financials Access Manager - Roles and Definitions   Doc ID:120453
Owner:Erik O.Group:University of Illinois Training and Development Resources
Created:2022-08-10 10:23 CSTUpdated:2022-08-10 10:25 CST
Sites:University of Illinois Training and Development Resources
CleanURL:https://answers.uillinois.edu/uafr-my-ui-financials-access-manager-roles-and-definitions
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