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IT Security Roles

Roles - myUFL Security

Below are all user security roles followed by their associated password policies (P1, P2, P3, P4 or P5). These roles are requested by a Department Security Administrator (DSA) using the Access Request System (ARS) in the myUFL portal. Basic roles are assigned systematically based on the individuals relationships defined in the UF Directory. Visit the Basic Roles page to view the basic role descriptions.

Click on the service category title below to jump to that category, then scroll to find a list of active end user, core user, and Bridges user security roles.

Enterprise Reporting

Finance 9.1 Roles

New roles available since May 2011 Upgrade

Finance

Grants

Human Resources

Student

System Access

Other

Finance

These roles will provide access for both core office and end users.

  • UF_FI_UNIVERSAL_INQUIRY
    This is a core office and end user role granting general view only access across all financial modules and financial data in Enterprise Reporting (The ER_User role is necessary for general entry into Enterprise Reporting). The modules that can be accessed by this role are:
    • Accounts payables
    • Accounts receivables
    • Asset management
    • Billing
    • Commitment Control
    • General ledger
    • Grants
    • Project costing
    • Purchasing
    • Travel and Expenses
    Recommended, but not required, training:
    • PST910 Enterprise Reporting: Basics
    • PST950 Budget and Commitment Cntrl 9.1
  • UF_SY_BUSUNIT_UFLOR
    This is a core office and end user role granting access to business units defined in PeopleSoft for the University of Florida (UFLOR). A BUSUNIT role is required for all FI users most end users will require this role unless they work for a DSO.
  • UF_FI_User
    This is an automatically assigned global Finance role granting access to FI Self Service functionality and additional Non-page permissions. This role is required for all users to access the myUFL financial system and is assigned automatically according to employee status in the UF Directory.

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Finance 9.1 Roles

Global Access

These roles will provide access for both core office and end users.

  • UF_FI_UNIVERSAL_INQUIRY
    This is a core office and end user role granting general view only access accross all financial modules and financial data in Enterprise Reporting. The modules that can be accessed by this role are:
    • Accounts payables
    • Accounts receivables
    • Asset management
    • Billing
    • Commitment Control
    • General ledger
    • Grants
    • Project costing
    • Purchasing
    • Travel and Expenses
    Recommended, but not required, training:
    • PST910 Enterprise Reporting: Basics
    • PST950 Budget and Commitment Cntrl 9.1
  • UF_SY_BUSUNIT_UFLOR
    This is a core office and end user role granting access to business units defined in PeopleSoft for the University of Florida (UFLOR) and does NOT need to be re-requested.
  • UF_FI_User
    This is an automatically assigned global Finance role granting access to FI Self Service functionality and additional Non-page permissions. This role is required for all users to access the myUFL Financial system and is assigned automatically according to employee status in the UF Directory.
  • UF_ER_CRN_Query_Studio
    This is a core office and end user role that provides ad-hoc query capability in Enterprise Reporting.
    This role does not need to be re-requested as part of the upgrade. Those currently with the role, however, must complete PST912 by the end of May to retain it.
    For new users, the following training is required:
    • PST910 Reporting: Basics
    • PST912 Reporting: Query Studio

End User Roles

Accounts Payable
  • UF_AP_VOUCHER_PROCESSOR
    This is an end user role granting access to the Accounts Payable module to:
    • Create/delete vouchers
    • Create expense journals
    • Update speedcharts
    • View vendors
    Required training (both must be taken for security access):
    • PST956 Online Journal Entry 9.1
    • PST971 Paying Vendors 9.1
    An instruction guide also will be available related to speedcharts.
Accounts Receivable
  • UF_AR_COLLECTOR
    This is an end user role granting access to the Account Receivables module to:
    • Run AR reports
    • Customer service
  • UF_AR_CASHIER
    This is an end user role granting access to the Account Receivables Module to:
    • Create deposits - create, update, finalize worksheet, create, modify and review accounting entries, and create payment deposits
    • Run AR reports
    • Customer service
    Required training:
    • PST956 Online Journal Entry 9.1
    • PST021 Making Deposits
Commitment Control
  • UF_KK_BDGT_TRANSFER_PROCESSOR
    This is an end user role granting access to the Commitment Control module to:
    • Create budget transfers
    • Create budget journals
    (Additional security must established by the University Budget Office)
    Required training:
    • PST950 Budget and Commitment Cntrl 9.1
General Ledger
  • UF_GL_END_USER
    This is an end-user role granting access to the General Ledger module to:
    • Enter, edit, update, and budget check journal entries in the Actuals Ledger.
    Users who need to process journals for Managerial Budgets or core office users who need access to other ledgers or to post journals are required to contact General Accounting at gahelp@admin.ufl.edu to request the needed permissions.
    Required training:
    • PST956 Online Journal Entry 9.1
Grants
  • UF_GL_END_USER
    This is an end-user role granting access to the General Ledger module to:
    • Create, copy, submit proposals
    • Review proposal approval history
    Grants Department ID security, which determines what proposals a user can see based on their department ID, must also be requested by the DSA. If an employee has access to proposals in the current system, his or her DeptID security should be in place in myBeta and also in the new upgraded system when we go live on May 10—although the UF_GM_Proposals role still must be requested on his or her behalf.
    Recommended, but not required:
    • PST960 PreAward: Grant Proposals 9.1
Purchasing
  • UF_PO_PCARD_APPROVER
    This is an end user role granting access to the Pcard module to:
    • Reconcile Pcard statements
    • Update speedcharts
    • Confirm receipt of goods/services that promote University business
    • Approve payment
    • Review and approve transactions to ensure appropriateness of the purchasing activity and timely processing of charges and/or credits
    Required training: An instruction guide also will be available related to speedcharts.
  • UF_PO_PCARD_RECONCILER
    This is an end user role granting access to the Pcard module to:

    1. This role does NOT need to be re-requested for the upgrade, and no training is required as part of this upgrade for those who already have the role. An instruction guide is available to assist.
    2. Employees who have a PCard but turn in their receipts to a staff member who handles transactions in myUFL for them DO NOT NEED to request this role or complete any training for the upgrade; however such employees will need to continue to take PCard training on an annual basis, as in the past.

    An instruction guide also will be available related to speedcharts.
  • UF_PO_PCARD_APPROVER
    This is an end user role granting access to the Pcard module to:
    • Reconcile Pcard statements
    • Update speedcharts
    • Load procurement card activity reports
    • Reconcile activity and statements
    • Identify processing errors
    • Assist in resolution of differences between provider and book balances
    • Monitor employee reimbursement. Set default accounting codes
    • Apply UF spending limitations/restriction
    • Review ChartField combination charged
    • Override budget checking
    Required training: An instruction guide also will be available related to speedcharts.
  • UF_PO_PCARD_RECONCILER
    This is an end user role granting access to the Pcard module to: Required training:
    • PST922 Receiving Goods and Assets 9.1 (Purchasing—Receiving)
Travel and Expenses
  • UF_EX_EMPLOYEE
    This is an end user role granting access to the Travel and Expenses module to:
    • Initiate travel - manage expense reports, manage travel authorization, manage cash advance, manage budget exceptions, and self service travel and expenses (for yourself or others)
    • Update speedcharts
    Required training:
    • PST930 Travel and Expense 9.1
    An instruction guide also will be available related to speedcharts.
    Travelers who currently have someone authorized to complete transactions on their behalf will continue to have that relationship in place at “go-live” and will not need to take training (unless they wish to request the UF_EX_Employee role as part of this upgrade, which will enable them to complete their own travel transactions).
    Travelers who do not currently have someone authorized to complete transactions will have three options in the upgraded system:
    • Complete their own transactions (will need the UF_EX_Employee role and will be required to take PST930)
    • Use the Delegate Entry Authority to designate that authority (will need the UF_EX_Employee role and will be required to take PST930)
    • Contact the Travel Office (or have someone do so on their behalf) to arrange for an originator to be put in place (will not need the UF_EX_Employee role and therefore is not required to take training)
  • UF_EX_MANAGER
    End user role granting access to Travel and Expenses Module:
    • Approve cash advances
    • Approve, modify, review and print expense reports and errors
    • Approve, modify, review and print travel authorizations
    • Review employee expense and payment history
    • Review employee profile
    Required training:
    • PST931 Travel & Expense Approver 9.1
    An instruction guide also will be available related to speedcharts.
Query/Tree Management
  • UF_FI_QUERY_VIEWER
    This is an end user role granting access to execute and view public queries in the myUFL Financial system.
    No training required.

Core User Roles

Asset Management
  • UF_AM_ADMINISTRATOR
    This is a core office role for Asset Management Services granting access to the Asset Management module to:
    • Load assets
    • Basic add assets
    • Financial tasks - manage asset transactions, manage asset accounting entries, process asset depreciations
    • Manage transactions - manage depreciations and accounting periods, define asset operational info
    • Manage assets mass change
  • UF_AM_ACQUISITION_MANAGER
    This is a core office role for Asset Management Services granting access to the Asset Management module to:
    • Load assets
    • Basic add assets
    • Acquisition tasks - approve physical and financial information, utilize, copy and consolidate assets, load asset requests
  • UF_AM_FINANCIAL_RECORDS
    This is a core office role for Asset Management Services granting access to the Asset Management module to:
    • Basic add assets
    • Financial tasks - manage asset transactions, manage asset accounting entries, process asset depreciations
    • Calculate and adjust depreciation
    • Manage accounting entries
    • Manage assets mass change
  • UF_AM_INVENTORY_MANAGER
    This is a core office role for Asset Management Services granting access to the Asset Management module to:
    • Load assets
    • Basic add assets
  • UF_AM_PHYSICAL_RECORDS
    This is a core office role for Asset Management Services granting access to the Asset Management module to:
    • Load assets
Accounts Payable
  • UF_AP_ADMINISTRATOR
    This is a core office role for Disbursement Services granting access to the Accounts Payable module to:
    • Maintain period - unpost, delete, close vouchers
    • Maintain paycycle - approve/process pay cycle, cancel/void payments, manage express/manual payments
    • Update AP user preferences
    • Archive AP data
    • System setup
    • Run AP batch processes
    • Create expense journals
    • Update speedcharts
    • View vendors
  • UF_AP_APPROVER
    This is a core office role for Disbursement Services granting access to Accounts Payable module to:
    • Approve vouchers
    • Update speedcharts
    • View vendors
  • UF_AP_CORE_MANAGER
    This is a core office role for Disbursement Services granting access to Accounts Payable module to:
    • Approve vouchers
    • Run AP batch processes
    • Create expense journals
    • Update speedcharts
    • View vendors
  • UF_AP_PAYCYCLE_ADMINISTRATOR
    This is a core office role for Disbursement Services granting access to Accounts Payable module to:
    • Maintain paycycle - approve/process pay cycle, cancel/void payments, manage express/manual payments
    • Run AP batch processes
    • View vendors
  • UF_VR_VENDOR_MANAGER
    This is a core office role for Asset Management Services granting access to the Asset Management module to:
    • Maintain vendors
Accounts Receivable
  • UF_AR_ADMINISTRATOR
    This is a core office role for Contracts and Grants Accounting and PPD Accounting granting access to Account Receivables module to:
    • Create deposits - create, update, finalize worksheet, create, modify and review accounting entries, and create payment deposits
    • Update maintenance worksheets
    • Update pending items
    • Maintain receivables - manage customer accounts, maintenance worksheets, reclassify and refunds
    • Balance deposits
    • Run ad-hoc processes
    • Run AR reports
    • Customer service
  • UF_AR_CORE
    This is a core office role for Contracts and Grants Accounting and PPD Accounting granting access to Account Receivables module to:
    • Create deposits - create, update, finalize worksheet, create, modify and review accounting entries, and create payment deposits
    • Run AR reports
    • Customer service
    • Select all GL Accounts for Direct Journal Deposits
  • UF_AR_DEPOSIT_CONTROL
    This is a core office role for Contracts and Grants Accounting and PPD Accounting granting access to Account Receivables module to:
    • Create deposits - create, update, finalize worksheet, create, modify and review accounting entries, and create payment deposits
    • Run AR reports
    • Customer service
    • Select all GL Accounts for Direct Journal Deposits
    • Deposit budget checking direct Journals and post applied payments
  • UF_AR_TREASURY_MGT
    This is a core office role for Contracts and Grants Accounting and PPD Accounting granting access to Account Receivables module to:
    • Update payment worksheets
    • Update maintenance worksheets
    • Balance deposits
    • Update customers
    • Setup financials - treasury
    • Run ad-hoc processes
    • Run AR reports
    • Customer service
Banking
  • UF_BA_BANK_ADMINISTRATOR
    This is a core office role for Treasury Management granting access to Banking module to:
    • Maintain Bank Accounts
    • Administer Bank Reconciliation
    • Process Bank Reconciliation
    • Process and review bank statements
    • Create and process average daily balance
    • Core system setup
  • UF_BA_BANK_RECONCILER
    This is a core office role for Treasury Management granting access to Banking module to:
    • Process and review bank statements
    • Process Bank Reconciliation
Billing
  • UF_BI_ADMINISTRATOR
    This is a core office role for Contracts and Grants Accounting and PPD Accounting granting access to Billing module to:
    • Create invoices
    • Approve invoices
    • Process invoices - process transactions, maintain bills, manage customer contracts, project costing collection, revenue collection and pricing
    • Setup billing financials
    • AR customer services
  • UF_BI_ENTRY
    This is a core office role for PPD Accounting granting access to Billing module to:
    • Create invoices
    • AR customer services
  • UF_BI_MANAGER
    This is a core office role for PPD Accounting granting access to Billing module to:
    • Approve invoices
    • AR customer services
Commitment Control
  • UF_KK_ADMIN_CORR
    This is a core office role for General Accounting granting access to Commitment Control module to:
    • Create/import/mass delete budget journals
    • Manage third-party source transactions
    • Maintain budget definitions
    • Maintain source transactions
    • Maintain UF budget definitions
    • View all KK inquiries
  • UF_KK_CORE_SENIOR
    This is a core office role for University Budget Office granting access to Commitment Control module to:
    • Create budget transfers
    • Create/import/mass delete budget journals
    • Maintain KK security/notifications
    • Maintain budget definitions
    • View all KK inquiries
General Ledger
  • UF_GL_BANKING_INVESTOR
    This is a core office role for Treasury Management granting access to the General Ledger module to:
    • Define, create, update and review journal entries
    • Define and perform allocation process and reports
    • Process average daily balance
  • UF_GL_CONVERSION
    This is a core office role for University Financial Services granting access to the General Ledger module to:
    • GL conversion - FLAIR option and mapping
  • UF_GL_CORE_SENIOR
    This is a core office role for General Accounting staff. This role allows access to the General Ledger and Project costing modules to perform the following tasks:
    • Define, create, update and review journal entries
    • Open/close periods
    • Maintain year end - close ledgers and run ADB
    • Maintain author ledger security and view ledgers
    • Maintain ledger security for posters
    • Define and perform allocation process and reports
    • Correct and review suspense journals
    • Fringe benefit pool assessment
    • Run and monitor GL background processes
    • Design chartfield and maintain combo edits
    • Maintain chartfield security
    • Build summary ledgers
    • Maintain journal setup
    • Create projects for project costing module
  • UF_GL_CORE_STAFF
    This is a core office role for General Accounting and Direct Support Organizations(DSO) granting access to General Ledger and Project Costing module to:
    • Define, create, update and review journal entries
    • Open/close periods
    • Maintain author ledger security and view ledgers
    • Define and perform allocation process and reports
    • Run/monitor GL background processes
    • Correct and review suspense journals
    • Run and monitor GL background processes
    • Design chartfield and maintain combo edits
    • Create projects for project costing module
  • UF_GL_SUMMARY_LEDGER
    This is a core office role for Financial Reporting and General Accounting granting access to General Ledger module to:
    • Build summary ledgers
  • UF_GL_UFF_CORR
    This is a core office role for UF Foundation granting access to General Ledger module for UFF BU to:
    • Maintain year end - close ledgers and run ADB
    • Design chartfield and maintain combo edits
    • Build summary ledgers
    • UFFND correction mode
  • UF_GL_UFF_VIEW
    UFF This is a core office role for UF Foundation granting access to General Ledger module for UFFND BU to:
    • UFFND view only
Grants
  • UF_GM_CORE
    This is a core office role for Contracts and Grants Accounting granting access to the Grants module to: (P4)
    • Create, copy, submit proposals
    • Create and update sponsor information
    • Manage Grants - Manage awards/projects, manage project costing, manage Project Budgets (Create/ Release), manage customer contracts, view professional information
    • Maintain UF budget definition
    • Review proposal approval history
    • Run Effort Reporting Cost Share interface
    • Load and Review 3rd Party Transactions into project costing module
    • Load and create projects in mass
  • UF_GM_DSR
    This is a core office role for Division of Sponsor Research(DSR) granting access to Grants module to: (P4)
    • Create, copy, submit proposals
    • Approve proposals for proposal workflow
    • Update professional information, PI eligibility and employee data
    • Create/update sponsor information
    • Set up Proposal Work Flow Roles and Dept
    • Review proposal approval history
    • Run Effort Reporting Cost Share interface
    • Load and Review 3rd Party Transactions into project costing module
    • Load and create projects in mass
  • UF_GM_FRINGE
    This is a core office role for Cost Analysis granting access to Grants module to:
    • Setup fringe rate
  • UF_GM_MANAGER
    This is a core office role for Contracts and Grants Accounting granting access to Grants module to: (P4)
    • Create, copy, submit proposals
    • Create/update sponsor information
    • Manage Grants - Manage awards/projects, manage project costing, manage Project Budgets (Create/ Release), manage customer contracts, view professional information
    • System setup
    • Run ad-hoc batch processes
    • Maintain UF budget definition
    • Review proposal approval history
    • Run Effort Reporting Cost Share interface
    • Load and Review 3rd Party Transactions into project costing module
    • Load and create projects in mass
Project Costing
  • UF_PC_PROJECT_ADMIN
    This is a core office role for Non-Grants project administrators granting access to the Project Costing module to:
    • Create projects - define projects, transactions, and project activities
    • Personalize projects
    • Add transactions
    • Adjust transactions
    • Update resources
    • Update project budget
    • Update project activities
    • Manage assets
    • Run PC utilities and third party integrations
    • Core system setup
  • UF_PC_PROJECT_ANALYST
    This is an end user role granting access to the Project Costing module to:
    • Create projects - define projects, transactions, and project activities
    • Personalize projects
Purchasing
  • UF_PO_ADMIN
    This is a core office role for Purchasing Services granting access to Purchasing module to:
    • Create purchase orders
    • Manage change orders and requisitions
    • Check budget
    • Maintain procurement contracts
    • Reconcile requisitions
    • Dispatch purchase orders
    • Reconcile purchase orders
    • System set up
    • Update speedcharts
  • UF_PO_EDIT
    This is a core office role for Purchasing Services granting access to Purchasing module to: (P4)
    • Manage change orders and requisitions
    • Check budget
    • Reconcile requisitions
    • Dispatch purchase orders
    • Reconcile purchase orders
    • Update speedcharts
    • View Vendors
  • UF_PO_PCARD_ADMIN
    This is a core office role for Purchasing Services granting access to Pcard module to:
    • Pcard administration
    • Process Pcard statements
    • Update speedcharts
Travel and Expenses
  • UF_EX_ADMINISTRATOR
    This is a core office role for Disbursement Services granting access to the Travel and Expenses module to:
    • Approve and review transactions
    • Manage travel - Create cash advance, manage expense reports, manage travel authorization, travel Auth Budget Exceptions, review payments, manage accounting entries, process expenses, and real-Time Analysis
    • Authorize expense users
    • Administer travel - load External Information, manage accounting entries, and process expenses
    • Setup financials - manage employee information and setup expenses financials
    • Update speedcharts
Query/Tree/Global Management
  • ReportDistAdmin
    This is a core-user role that enables a user to delete report entries and update distribution lists or expiration dates for any reports in Report Manager.
  • ReportSuperUser
    This is an end-user role that enables a user to delete report entries and update distribution lists or expiration dates for reports in Report Manager that the user is authorized to view.
  • UF_FI_CRIS_ADMINISTRATOR
    This is a core office role granting IFAS department users the ability to mange CRIS chartfield and CRIS attributes
  • UF_FI_NVISION_CORE
    This is a core office role for Financial Reporting granting access to the General Ledger module to:
    • Maintain and process nVision reports
  • UF_FI_QUERY_MANAGER_PRIVATE
    This is a core office role granting access to create and manage private queries in Financial system.
  • UF_FI_QUERY_MANAGER_PUBLIC
    This is a core office role granting access to create and manage public queries in Financial system.
  • UF_FI_TREE_MANAGER
    This is a core office role granting access to financial tree management.
  • UF_FI_USER_PREF_ADMIN
    This is a core office role granting access to update user preferences in the myUFL financial system.
  • UF_SY_BUSUNIT_ALL
    This is a business unit role granting access to all business units defined in PeopleSoft. Restricted to UF Core and Enterprise University Systems users.
  • UF_FI_2-TIER_QUERY
    This is a system and core office role granting access to PeopleTools to:
    • Create, save and manage private queries using App Designer

DSO-Specific Roles

These roles will provide access primarily for direct support office users.

  • UF_EX_ADMINISTRATOR_DSO
    This is a Direct Support Organization(DSO) role granting access to Travel and Expenses module to:
    • Approve and review transactions
    • Manage travel - Create cash advance, manage expense reports, manage travel authorization, travel Auth Budget Exceptions, review payments, manage accounting entries, process expenses, and real-Time Analysis
    • Authorize expense users
    • Update speedcharts
  • UF_SY_BUSUNIT_CREFN
    This is a business unit role granting access to business units defined in PeopleSoft for the Citrus Research and Education Foundation (CREFN).
  • UF_SY_BUSUNIT_F4HFI
    This is a business unit role granting access to business units defined in PeopleSoft for the Florida 4-H Club Foundation, Inc. (F4HFI).
  • UF_SY_BUSUNIT_FCRDF
    This is a business unit role granting access to business units defined in PeopleSoft for the Florida Citrus Research and Education Foundation (FCRDF).
  • UF_SY_BUSUNIT_FFSPI
    This is a business unit role granting access to business units defined in PeopleSoft for the Florida Foundation Seed Producers, Inc. (FFSPI).
  • UF_SY_BUSUNIT_NONE
    This is a business unit role granting access to no business units defined in PeopleSoft.
  • UF_SY_BUSUNIT_SWRFI
    This is a business unit role granting access to business units defined in PeopleSoft for the SW Florida Research and Education Foundation (SWRFI).
  • UF_SY_BUSUNIT_TCRFI
    This is a business unit role granting access to business units defined in PeopleSoft for the Treasure Coast Agricultural Research Foundation (TCRFI).
  • UF_SY_BUSUNIT_UFFND
    This is a business unit role granting access to business units defined in PeopleSoft for the UF Foundation, Inc. (UFFND).
  • UF_SY_BUSUNIT_UFICO
    This is a business unit role granting access to business units defined in PeopleSoft for the UF Investment Corporation (UFICO).
  • UF_SY_BUSUNIT_UFLCA
    This is a business unit role granting access to business units defined in PeopleSoft for the UF Law Center Association, Inc. (UFLCA).
  • UF_SY_BUSUNIT_UFLEF
    This is a business unit role granting access to business units defined in PeopleSoft for the UF Leadership and Education Foundation, Inc. (UFLEF).
  • UF_SY_BUSUNIT_UFRFI
    This is a business unit role granting access to business units defined in PeopleSoft for the UF Research Foundation, Inc. (UFRFI).

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Finance End User Roles

These roles will provide access primarily for end users in colleges and departments.

ACCOUNTS PAYABLE

  • UF_AP_VOUCHER_PROCESSOR
    This is an end user role granting access to the Accounts Payable module to:
    • Create/delete vouchers
    • Create expense journals
    • Update speedcharts
    • View vendors
    Required training (both must be taken for security access):
    • PST956 Online Journal Entry 9.1
    • PST971 Paying Vendors 9.1

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ACCOUNTS RECEIVABLE

  • UF_AR_COLLECTOR
    This is an end user role granting access to the Account Receivables module to:
    • Run AR reports
    • Customer service
  • UF_AR_CASHIER
    This is an end user role granting access to the Account Receivables Module to:
    • Create deposits - create, update, finalize worksheet, create, modify and review accounting entries, and create payment deposits
    • Run AR reports
    • Customer service
    Required training:
    • PST956 Online Journal Entry 9.1
    • PST021 Making Deposits

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ASSET MANAGEMENT

  • UF_N_AM_IMAGING_CLIENT_VIEW
    Asset Management Client View - this function will not be listed on the users Administrative Menu. The user must have Content Manager software.
  • UF_N_AM_IMAGING_VIEW
    View Asset Management Images - this function will be listed on the users Administrative Menu.
  • UF_N_AM_IMAGING_CLIENT_MAX
    Asset Management Client Max will not be listed on the user's Administrative Menu. The user must have Content Manager software.
  • UF_N_AM_IMAGING_CLIENT_UPDATE
    Asset Management Client Update will not be listed on the user's Administrative Menu. The user must have Content Manager software.

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Direct Support Organization Roles

If someone needs access in PeopleSoft Financial Systems to a business unit other than their primary business unit account, then one of the following roles must be requested.

  • UF_PA_GA_DSO_CREFN
    This role provides a user with an additional PeopleSoft account who has access to the Citrus Research and Education Foundation (CREFN) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account. (P4)
  • UF_PA_GA_DSO_F4HFI
    This role provides a user with an additional PeopleSoft account who has access to the Florida 4-H Club Foundation, Inc.(F4HFI) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account. (P4)
  • UF_PA_GA_DSO_FCRDF
    This role is for users who require a DSO account for the Florida Citrus Research and Development Foundation Inc. (FCRDF). This is a placeholder role. Once the role is approved, the account will be set up in PeopleSoft and the primary permission list on the user's Financials profile will be UFFIPP-FCRDF.
  • UF_PA_GA_DSO_FFSPI
    This role provides a user with an additional PeopleSoft account who has access to the Florida Foundation Seed Producers, Inc. (FFSPI) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account. (P4)
  • UF_PA_GA_DSO_SWRFI
    This role provides a user with an additional PeopleSoft account who has access to the SW Florida Research and Education Foundation. (SWRFI) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account. (P4)
  • UF_PA_GA_DSO_TCRFI
    This role provides a user with an additional PeopleSoft account who has access to the Treasure Coast Agricultural Research Foundation. (TCRFI) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account. (P4)
  • UF_PA_GA_DSO_UFFND
    This role provides a user with an additional PeopleSoft account who has access to the UF Foundation, Inc. (UFFND) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account. (P4)
  • UF_PA_GA_DSO_UFICO
    This role provides a user with an additional PeopleSoft account who has access to the UF Investment Corporation (UFICO) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account. (P4)
  • UF_PA_GA_DSO_UFLCA
    This role provides a user with an additional PeopleSoft account that has access to the UF Law Center Association, Inc. (UFLCA) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user's primary PeopleSoft account. (P4)
  • UF_PA_GA_DSO_UFLEF
    This role provides a user with an additional PeopleSoft account that has access to the UF Leadership and Education Foundation (UFLEF) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account. (P4)
  • UF_PA_GA_DSO_UFLOR
    This role is for someone whose primary PeopleSoft account is tied to a Direct Support Organization (DSO). It provides the user with an additional PeopleSoft account for someone who has access to the University of Florida (UFLOR) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account. (P4)
  • UF_PA_GA_DSO_UFRFI
    This role provides a user with an additional PeopleSoft account who has access to the UF Research Foundation (UFRFI) business unit in the PeopleSoft Financials systems. This account will have a separate username and password from the user’s primary PeopleSoft account. (P4)

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COMMITMENT CONTROL

  • UF_KK_BDGT_TRANSFER_PROCESSOR
    This is an end user role granting access to the Commitment Control module to:
    • Create budget transfers
    • Create budget journals
    (Additional security must established by the University Budget Office) Required training:
    • PST950 Budget and Commitment Cntrl 9.1

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GENERAL LEDGER

  • UF_GL_END_USER
    This is an end-user role granting access to the General Ledger module to:
    • Enter, edit, update, and budget check journal entries in the Actuals Ledger.
    Users who need to process journals for Managerial Budgets or core office users who need access to other ledgers or to post journals are required to contact General Accounting at gahelp@admin.ufl.edu to request the needed permissions. Required training:
    • PST956 Online Journal Entry 9.1

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GRANTS

  • UF_GM_PROPOSALS
    This is an end user role for college and departmental users granting access to the Grants module to:
    • Create, copy, submit proposals
    • Review proposal approval history
    Grants Department ID security, which determines what proposals a user can see based on their department ID, must also be requested by the DSA. Recommended, but not required:
    • PST960 PreAward: Grant Proposals 9.1

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PURCHASING

  • UF_N_MKT_COMMODITY_APPROVER
    This role allows users to approve, reject, and forward requsitions routed by requestors based on the commodity code entered in the requisition. Users can shop, assign carts to requestors, view order histories, and edit profile and personal favorites. This role does not allow the user to to edit requisitions.
  • UF_N_MKT_FACILITY_REQUESTOR
    This myUF Market role allows a user to shop electronic catalogs, view and use forms, and create non-catalog orders. User may also submit requisitions for themselves and on behalf of other shoppers. This role also provides the user with access to order histories, edit profiles and personal favorites, and access to the budget date field. Role also enables requestors to designate a budget date for requisitions that differs from the date of requisition submission.
  • UF_N_MKT_FINANCIAL_APPROVER
    This role allows users to to approve, reject, and forward requisitions routed by requestors, based on the DeptID in the chart field. Users can edit requisitions, shop, assign carts to requestors, view order histories, and edit profiles and personal favorites.
  • UF_N_MKT_FIN_COMM_APPROVER
    This role allows the user to approve, reject, and forward requisitions routed by requestors, based on the commodity code and the DeptID entered in the requisition. Users can edit requisitions, shop, assign carts to requestors, view order histories, and edit profiles and personal favorites.
  • UF_N_MKT_INQUIRY
    This role allows the user inquiry access into the MyUFMarket system. (P2)
  • UF_N_MKT_REQ_STOCKRM
    This role allows users to shop electronic catalogs and access special pricing for stockrooms by assigning a single delivery address for the order, to view and use forms, and to create non-catalog orders. Users are also able to submit requisitions to workflow on their own behalf, as well as on behalf of other shoppers. Users will be to view order histories, edit profiles, and select personal favorites. This role requires setup and approval by the UF Purchasing Department. Successful completion of the PST073-Introduction to Purchasing in myUF Market training class is required before this role can be requested for a user.
  • UF_N_MKT_REQUESTOR
    This role allows a user to shop electronic catalogs, view and use forms, and create non–catalog orders. It will also allow the user to submit requisitions for themselves as well as on behalf of other shoppers. This role also allows the user to view order histories and to edit profiles and personal favorites.
  • UF_N_MKT_SHOPPER
    This role allows the user to shop electronic catalogs, create a shopping cart, assign a shopping cart to a requestor, view order histories, and edit a user’s profile and personal favorites. NOTE: this role will not allow a user to place orders on their own behalf. (P2)
  • UF_N_MKT_SHOPPER_REQ
    This role allows users to shop electronic catalogs, create shopping carts, and assign shopping carts to requestors. Users with this role are unable to place orders on their own behalf, but may view order histories and edit user profiles. The UF_N_MKT_SHOPPER_REQ role should be requested for individuals (i.e., OPS, non-UF employees) who are not eligible for the self-service role.
  • UF_N_VOUCHER_IMAG_CLIENT_VIEW
    This role provides access to Disbursement Services voucher image 'view client'. Users must be affiliated with the department using imaging and have a valid IBM Visual Info software license. When requesting the role, please include the user’s GatorLink username in the Authority Area.
  • UF_N_VOUCHER_IMAGING_VIEW
    This role allows users to view voucher and invoice images. When requesting the role, please include the user’s GatorLink username in the Authority Area.
  • UF_PO_PCARD_APPROVER
    This is an end user role granting access to the Pcard module to:
    • Reconcile Pcard statements
    • Update speedcharts
    • Confirm receipt of goods/services that promote University business.
    • Approve payment
    • Review and approve transactions to ensure appropriateness of the purchasing activity and timely processing of charges and/or credits.
    <<<<<<< .working ======= Required training:
  • UF_PO_PCARD_HOLDER
    This is an end user role granting access to the Pcard module to:
    • View Pcard statements
  • UF_PO_PCARD_RECONCILER
    This is an end user role granting access to the Pcard module to:
    • Reconcile Pcard statement
    • Update speedcharts
    • Load procurement card activity reports
    • Reconcile activity and statements
    • Identify processing errors
    • Assist in resolution of differences between provider and book balances
    • Monitor employee reimbursement. Set default accounting codes
    • Apply UF spending limitations/restriction
    • Review ChartField combination charged
    • Override budget checking
    Required training:
  • UF_PO_RECEIVER
    This is an end user role granting access to the Purchasing module to
    • Add/update receipts
    Required training:
    • PST922 Receiving Goods and Assets 9.1 (Purchasing—Receiving)

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TRAVEL AND EXPENSE

  • UF_EX_EMPLOYEE
    This is an end user role granting access to the Travel and Expenses module to:
    • Initiate travel - manage expense reports, manage travel authorization, manage cash advance, manage budget exceptions, and self service travel and expenses (for yourself or others)
    • Update speedcharts
    Required training:
    • PST930 Travel and Expense 9.1
    Travelers who currently have someone authorized to complete transactions on their behalf will not need to take training (unless they wish to request the UF_EX_Employee which will enable them to complete their own travel transactions). Travelers who do not currently have someone authorized to complete transactions will have three options:
    • Complete their own transactions (will need the UF_EX_Employee role and will be required to take PST930)
    • Use the Delegate Entry Authority to designate that authority (will need the UF_EX_Employee role and will be required to take PST930)
    • Contact the Travel Office (or have someone do so on their behalf) to arrange for an originator to be put in place (will not need the UF_EX_Employee role and therefore is not required to take training)
  • UF_EX_MANAGER
    End user role granting access to Travel and Expenses Module:
    • Approve cash advances
    • Approve, modify, review and print expense reports and errors
    • Approve, modify, review and print travel authorizations
    • Review employee expense and payment history
    • Review employee profile
    Required training:
    • ST931 Travel & Expense Approver 9.1

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Finance Core User Roles

These roles will provide access primarily for core office users.

ASSET MANAGEMENT

  • UF_AM_ADMINISTRATOR
    This is a core office role for Asset Management Services granting access to the Asset Management module to:
    • Load assets
    • Basic add assets
    • Financial tasks - manage asset transactions, manage asset accounting entries, process asset depreciations
    • Manage transactions - manage depreciations and accounting periods, define asset operational info
    • Manage assets mass change
  • UF_AM_ACQUISITION_MANAGER
    This is a core office role for Asset Management Services granting access to the Asset Management module to:
    • Load assets
    • Basic add assets
    • Acquisition tasks - approve physical and financial information, utilize, copy and consolidate assets, load asset requests
  • UF_AM_FINANCIAL_RECORDS
    This is a core office role for Asset Management Services granting access to the Asset Management module to:
    • Basic add assets
    • Financial tasks - manage asset transactions, manage asset accounting entries, process asset depreciations
    • Calculate and adjust depreciation
    • Manage accounting entries
    • Manage assets mass change
  • UF_AM_INVENTORY_MANAGER
    This is a core office role for Asset Management Services granting access to the Asset Management module to:
    • Load assets
    • Basic add assets
  • UF_AM_PHYSICAL_RECORDS
    This is a core office role for Asset Management Services granting access to the Asset Management module to:
    • Basic add assets
  • UF_PO_EDIT
    This is a core office role for Purchasing Services granting access to Purchasing module to: (P4)
    • Manage change orders and requisitions
    • Check budget
    • Reconcile requisitions
    • Dispatch purchase orders
    • Reconcile purchase orders
    • Update speedcharts
    • View vendors

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ACCOUNTS PAYABLE

  • UF_AP_ADMINISTRATOR
    This is a core office role for Disbursement Services granting access to the Accounts Payable module to:
    • Maintain period - unpost, delete, close vouchers
    • Maintain paycycle - approve/process pay cycle, cancel/void payments, manage express/manual payments
    • Update AP user preferences
    • Archive AP data
    • System setup
    • Run AP batch processes
    • Create expense journals
    • Update speedcharts
    • View vendors
  • UF_AP_APPROVER
    This is a core office role for Disbursement Services granting access to Accounts Payable module to:
    • Approve vouchers
    • Update speedcharts
    • View vendors
  • UF_AP_CORE_MANAGER
    This is a core office role for Disbursement Services granting access to Accounts Payable module to:
    • Approve vouchers
    • Run AP batch processes
    • Create expense journals
    • Update speedcharts
    • View vendors
  • UF_AP_PAYCYCLE_ADMINISTRATOR
    This is a core office role for Disbursement Services granting access to Accounts Payable module to:
    • Maintain paycycle - approve/process pay cycle, cancel/void payments, manage express/manual payments
    • Run AP batch processes
    • View vendors
  • UF_VR_VENDOR_MANAGER
    This is a core office role for Disbursement Services granting access to Accounts Payable module to:
    • Maintain vendors

ACCOUNTS RECEIVABLE

  • UF_AR_ADMINISTRATOR
    This is a core office role for Contracts and Grants Accounting and PPD Accounting granting access to Account Receivables module to:
    • Create deposits - create, update, finalize worksheet, create, modify and review accounting entries, and create payment deposits
    • Update maintenance worksheets
    • Update pending items
    • Maintain receivables - manage customer accounts, maintenance worksheets, reclassify and refunds
    • Balance deposits
    • Run ad-hoc processes
    • Run AR reports
    • Customer service
  • UF_AR_CORE
    This is a core office role for Finance and Accounting granting access to Account Receivables module to:
    • Create deposits - create, update, finalize worksheet, create, modify and review accounting entries, and create payment deposits
    • Run AR reports
    • Customer service
    • Select all GL Accounts for Direct Journal Deposits
  • UF_AR_DEPOSIT_CONTROL
    This is a core office role for Treasury Management granting access to Account Receivables module to:
    • Create deposits - create, update, finalize worksheet, create, modify and review accounting entries, and create payment deposits
    • Run AR reports
    • Customer service
    • Select all GL Accounts for Direct Journal Deposits
    • Deposit budget checking direct Journals and post applied payments
  • UF_AR_TREASURY_MGT
    This is a core office role for Treasury Management granting access to Account Receivables module to:
    • Update payment worksheets
    • Update maintenance worksheets
    • Balance deposits
    • Update customers
    • Setup financials - treasury
    • Run ad-hoc processes
    • Run AR reports
    • Customer service
  • UF_N_TMS_IMAGING_CLIENT_VIEW
    This role allows access to the Treasury Management Client View. This function will not be listed on the user's Administrative Menu. In order to perform tasks with this role, the user must have Content Manager software. (P4)
  • UF_N_TMS_IMAGING_CLIENT_UPDATE
    This role allows access to the Treasury Management Client Update. This function will not be listed on the user's Administrative Menu. In order to perform tasks with this role, the user must have Content Manager software. (P4)
  • UF_N_TMS_IMAGING_CLIENT_MAX
    This role allows access to the Treasury Management Client Max screen. This function will not be listed on the user's Administrative Menu. In order to perform tasks with this role, the user must have Content Manager software. (P4)

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BANKING

  • UF_BA_BANK_ADMINISTRATOR
    This is a core office role for Treasury Management granting access to Banking module to:
    • Maintain Bank Accounts
    • Administer Bank Reconciliation
    • Process Bank Reconciliation
    • Process and review bank statements
    • Create and process average daily balance
    • Core system setup
  • UF_BA_BANK_RECONCILER
    This is a core office role for Treasury Management granting access to Banking module to:
    • Process and review bank statements
    • Process Bank Reconciliation

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BILLING

  • UF_BI_ADMINISTRATOR
    This is a core office role for Contracts and Grants Accounting and PPD Accounting granting access to Billing module to:
    • Create invoices
    • Approve invoices
    • Process invoices - process transactions, maintain bills, manage customer contracts, project costing collection, revenue collection and pricing
    • Setup billing financials
    • AR customer services
  • UF_BI_ENTRY
    This is a core office role for PPD Accounting granting access to Billing module to:
    • Create invoices
    • AR customer services
  • UF_BI_MANAGER
    This is a core office role for PPD Accounting granting access to Billing module to:
    • Approve invoices
    • AR customer services

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COMMITMENT CONTROL

  • UF_KK_ADMIN_CORR
    This is a core office role for General Accounting granting access to Commitment Control module to:
    • Create/import/mass delete budget journals
    • Manage third-party source transactions
    • Maintain budget definitions
    • Maintain source transactions
    • Maintain UF budget definitions
    • View all KK inquiries
  • UF_KK_CORE_SENIOR
    This is a core office role for University Budget Office granting access to Commitment Control module to:
    • Create budget transfers
    • Create/import/mass delete budget journals
    • Maintain KK security/notifications
    • Maintain budget definitions
    • View all KK inquiries

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GENERAL LEDGER

  • UF_GL_BANKING_INVESTOR
    This is a core office role for Treasury Management granting access to the General Ledger module to:
    • Define, create, update and review journal entries
    • Define and perform allocation process and reports
    • Process average daily balance
  • UF_GL_CONVERSION
    This is a core office role for University Financial Services granting access to the General Ledger module to:
    • GL conversion - FLAIR option and mapping
  • UF_GL_CORE_SENIOR
    This is a core office role for General Accounting staff. This role allows access to the General Ledger and Project costing modules to perform the following tasks:
    • Define, create, update and review journal entries
    • Open/close periods
    • Maintain year end - close ledgers and run ADB
    • Maintain author ledger security and view ledgers
    • Maintain ledger security for posters
    • Define and perform allocation process and reports
    • Correct and review suspense journals
    • Fringe benefit pool assessment
    • Run and monitor GL background processes
    • Design chartfield and maintain combo edits
    • Maintain chartfield security
    • Build summary ledgers
    • Maintain journal setup
    • Create projects for project costing module
  •  UF_GL_CORE_STAFF
    This is a core office role for General Accounting and Direct Support Organizations(DSO) granting access to General Ledger  and Project Costing module to:
    • Define, create, update and review journal entries
    • Open/close periods
    • Maintain author ledger security and view ledgers
    • Define and perform allocation process and reports
    • Correct and review suspense journals
    • Run/monitor GL background processes
    • Design chartfield and maintain combo edits
    • Run and monitor GL background processes
    • Create projects for project costing module
  •  UF_GL_SUMMARY_LEDGER
    This is a core office role for Financial Reporting and General Accounting granting access to General Ledger module to:
    • Build summary ledgers
  • UF_GL_UFF_CORR
    This is a core office role for UF Foundation granting access to General Ledger module for UFF BU to:
    • Maintain year end - close ledgers and run ADB
    • Design chartfield and maintain combo edits
    • Build summary ledgers
    • UFFND correction mode
  •  UF_GL_UFF_VIEW
    UFF This is a core office role for UF Foundation granting access to General Ledger module for UFFND BU to:
    • UFFND view only

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GRANTS

  • UF_GM_CORE
    This is a core office role for Contracts and Grants Accounting granting access to the Grants module to: (P4)
    • Create, copy, submit proposals
    • Create and update sponsor information
    • Manage Grants - Manage awards/projects, manage project costing, manage Project Budgets (Create/ Release), manage customer contracts, view professional information
    • Maintain UF budget definition
    • Review proposal approval history
    • Run Effort Reporting Cost Share interface
    • Load and Review 3rd Party Transactions into project costing module
    • Load and create projects in mass
  • UF_GM_DSR
    This is a core office role for Division of Sponsor Research(DSR) granting access to Grants module to: (P4)
    • Create, copy, submit proposals
    • Approve proposals for proposal workflow
    • Update professional information, PI eligibility and employee data
    • Create/update sponsor information
    • Set up Proposal Work Flow Roles and Dept
    • Review proposal approval history
    • Run Effort Reporting Cost Share interface
    • Load and Review 3rd Party Transactions into project costing module
    • Load and create projects in mass
  • UF_GM_FRINGE
    This is a core office role for Cost Analysis granting access to Grants module to:
    • Setup fringe rate
  • UF_GM_MANAGER
    This is a core office role for Contracts and Grants Accounting granting access to Grants module to: (P4)
    • Create, copy, submit proposals
    • Create/update sponsor information
    • Manage Grants - Manage awards/projects, manage project costing, manage Project Budgets (Create/ Release), manage customer contracts, view professional information
    • System setup
    • Run ad-hoc batch processes
    • Maintain UF budget definition
    • Review proposal approval history
    • Run Effort Reporting Cost Share interface
    • Load and Review 3rd Party Transactions into project costing module
    • Load and create projects in mass

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PROJECT COSTING

  • UF_PC_PROJECT_ADMIN
    This is a core office role for Non-Grants project administrators granting access to the Project Costing module to:
    • Create projects - define projects, transactions, and project activities
    • Personalize projects
    • Add transactions
    • Adjust transactions
    • Update resources
    • Update project budget
    • Update project activities
    • Manage assets
    • Run PC utilities and third party integrations
    • Core system setup
  • UF_PC_PROJECT_ANALYST
    This is an end user role granting access to the Project Costing module to:
    • Create projects - define projects, transactions, and project activities
    • Personalize projects

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PURCHASING

  • UF_N_MKT_BUYER
    This role allows the user to approve, reject, and forward requisitions routed by requestors, based on the commodity code and the DeptID entered in requisition. Users can edit requisitions, shop, assign carts to requestors, view order histories, and edit profiles and personal favorites.
  • UF_N_MKT_BUYER_PO_APPROVER
    This is a core office role for the UF Purchasing Department. Users can perform all of the functions of both a buyer and PO approver.
  • UF_N_MKT_CATALOG_ADMIN
    This is a core office role for the UF Purchasing Department. Users can administer the electronic catalogs within MyUFMarket, view transaction reports, and manage exports. Users can also view order histories and edit profiles and personal favorites. (P4)
  • UF_N_MKT_FIN_PO_APPROVER
    This is a core office administrative role. Users are able to approve, reject, and forward requisitions routed by requestors based on the chartfield DeptID. Users can edit requisitions, shop, and assign carts to requestors. Users can also perform PO Approver reviews and edits, and approve or reject pending PO's. This role also allows users to view order histories, edit profiles, and edit personal favorites. 
  • UF_N_MKT_PCARD_ADMIN
    This is a core office role for the Purchasing PCard team. Users are able to update PCard data in user profiles. (P4)
  • UF_N_MKT_PO_APPROVER
    This is a core office administrative role. When required, a PO Approver reviews, edits, and approves or rejects pending PO’s. This role allows the user to view order histories, and edit profile and personal favorites. 
  • UF_N_MKT_SECURITY_ADMIN
    This is a core office role for Purchasing. Users are able to assign permissions to users within MyUFMarket. (P4)
  • UF_MKT_SQ_SHARED_SECRET
    This is a core office role for Purchasing Services. This role grants access to update the "shared secret" for the SciQuest external application. (P4)
  • UF_N_MKT_SYSTEM_ADMIN
    This is a core office role for Purchasing. Users can alter organizational methods and help resources, expedite requisitions, and manage custom fields. Users are also able to: run and export transaction reports, skip or restart workflow steps in error, administer advanced dynamic workflow, view order histories, and edit profiles and personal favorites. (P4)
  • UF_N_MKT_SYSTEM_ADMIN_SUPPORT
    This is a core office role for Purchasing. Users can alter organizational methods and help resources, expedite requisitions, and manage custom fields. Users are also able to run and export transaction reports, view order histories, and edit profiles and personal favorites. (P4)
  • UF_N_VOUCHER_IMAG_CLIENT_ADMIN
    Provides administrative access to Disbursement Services voucher image view client. User must be affiliated with department using imaging and has IBM Visual Info software license. When requesting the role you must include the user’s GatorLink username in the Authority Area. 
  • UF_PO_ADMIN
    This is a core office role for Purchasing Services granting access to Purchasing module to:
    • Create purchase orders
    • Manage change orders and requisitions
    • Check budget
    • Maintain procurement contracts
    • Reconcile requisitions
    • Dispatch purchase orders
    • Reconcile purchase orders
    • System set up
    • Update speedcharts
  • UF_PO_EDIT
    This is a core office role for Purchasing Services granting access to Purchasing module to: (P4)
    • Manage change orders and requisitions
    • Check budget
    • Reconcile requisitions
    • Dispatch purchase orders
    • Reconcile purchase orders
    • Update speedcharts
    • View Vendors
  • UF_PO_PCARD_ADMIN
    This is a core office role for Purchasing Services granting access to Pcard module to:
    • Pcard administration
    • Process Pcard statements
    • Update speedcharts

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TRAVEL AND EXPENSE  

  • UF_EX_ADMINISTRATOR
    This is a core office role for Disbursement Services granting access to the Travel and Expenses module to:
    • Approve and review transactions
    • Manage travel - Create cash advance, manage expense reports, manage travel authorization, travel Auth Budget Exceptions, review payments, manage accounting entries, process expenses, and real-Time Analysis
    • Authorize expense users
    • administer travel - load External Information, manage accounting entries, and process expenses
    • Setup financials - manage employee information and setup expenses financials
    • Update speedcharts

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QUERY/TREE MANAGEMENT

  • UF_FI_QUERY_MANAGER_PUBLIC
    This is a core user role that will allow users to create, save and manage public or private queries in Financials. (P4)

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Direct Support Organizational Roles

These roles will provide access primarily for direct support organization  office users.

  • UF_EX_ADMINISTRATOR_DSO
    This is a Direct Support Organization(DSO) role granting access to Travel and Expenses module to:
    • Approve and review transactions
    • Manage travel - Create cash advance, manage expense reports, manage travel authorization, travel Auth Budget Exceptions, review payments, manage accounting entries, process expenses, and real-Time Analysis
    • Authorize expense users
    • Update speedcharts
  • UF_SY_BUSUNIT_ALL
    This is a business unit role granting access to all business units defined in  PeopleSoft Financials systems. This is highly restricted to selected personnel in UF administrative offices. (P4) Used by Core office area only.
  • UF_SY_BUSUNIT_CREFN
    This is a business unit role granting access to business units defined in PeopleSoft for the Citrus Research and Education Foundation (CREFN).
  • UF_SY_BUSUNIT_F4HFI
    This is a business unit role granting access to business units defined in PeopleSoft for the Florida 4-H Club Foundation, Inc. (F4HFI).
  • UF_SY_BUSUNIT_FCRDF
    This is a business unit role granting access to business units defined in PeopleSoft for the Florida Citrus Research and Education Foundation (FCRDF).
  • UF_SY_BUSUNIT_FFSPI
    This is a business unit role granting access to business units defined in PeopleSoft for the Florida Foundation Seed Producers, Inc. (FFSPI). 
  • UF_SY_BUSUNIT_NONE
    This is a business unit role granting access to no business units defined in PeopleSoft.
  • UF_SY_BUSUNIT_SWRFI
    This is a business unit role granting access to business units defined in PeopleSoft for the SW Florida Research and Education Foundation (SWRFI).  
  • UF_SY_BUSUNIT_TCRFI
    This is a business unit role granting access to business units defined in PeopleSoft for the Treasure Coast Agricultural Research Foundation (TCRFI).  
  • UF_SY_BUSUNIT_UFFND
    This is a business unit role granting access to business units defined in PeopleSoft for the UF Foundation, Inc. (UFFND).
  • UF_SY_BUSUNIT_UFICO
    This is a business unit role granting access to business units defined in PeopleSoft for the UF Investment Corporation (UFICO).
  • UF_SY_BUSUNIT_UFLCA
    This is a business unit role granting access to business units defined in PeopleSoft for the UF Law Center Association, Inc. (UFLCA).
  • UF_SY_BUSUNIT_UFLEF
    This is a business unit role granting access to business units defined in PeopleSoft for the UF Leadership and Education Foundation, Inc. (UFLEF).  
  • UF_SY_BUSUNIT_UFRFI
    This is a business unit role granting access to business units defined in PeopleSoft for the UF Research Foundation, Inc. (UFRFI).

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Human Resources

Benefits
End User Roles
  • UF_BN Department Leavekeeper
    This role allows users to review and approve leave input by department employees. The user can also handle leave corrections. Note: This role should be requested simultaneously with UF_TL Payroll Processor. 
  • UF_BN View/Inquiry
    This role provides view and inquiry access over various departments and central offices for budgeting and benefits costs analysis purposes. This role allows access to the information but not the ability perform benefits transactions.
Core User Roles
  • UF_BN Benefits Coordinator
    This is a core user role for benefits coordinators, providing access to enter and update benefits data. (P4)
  • UF_BN Benefits Correction
    This role is used to correct benefits record errors. (P4)
  • UF_BN Enrollment/Updates
    This role allows user to perform benefits transactions and counsel employees regarding their benefits options. Users may enroll employees in benefit plans, and make changes to existing benefit choices. (P4)
  • UF_BN Financial Reporting
    This role provides core office financial accounting staff with reporting access to benefits costs budget reports. This role allows access to the information but not the ability to perform benefits transactions. (P4)
  • UF_BN Savings Ext Update
    This is a core user role, allowing access to savings extensions/overrides for 403(b) and 457 plans. (P4)
  • UF_BN Savings Ext View
    This is a core user role, allowing READ ONLY access to savings extensions/overrides for 403(b) and 457 plans. (P4)
  • UF_BN_RET Administrator
    This role is for a core office benefits expert with the security to adjust Division of Retirement transactions. (P4)
  • UF_N_BENEFIT_IMAGING_CLIENT_VW
    Human Resource Benefits Client View. When requesting the role you must include the user’s GatorLink username in the Authority Area. This role is for Human Resource Services Benefits personnel only. (P3)
  • UF_N_LEAVE_IMAGING_CLIENT_VIEW
    Human Resource Leave Client View. When requesting the role you must include the user’s GatorLink username in the Authority Area. This role is for Human Resource Services Leave personnel only. (P3)

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Effort Tracking

End User Roles
  • UF_ET_EFFORT_COORDINATOR
    This role is for users to coordinate and fill out Effort Reporting information for faculty. (P3)
    Required Training:
    • RSH200 Effort Reporting
  • UF_ET_FAR_ADMIN_APPROVER
    This role is for staff who need to approve a Faculty Assignment Report (FAR) for a department chair or dean. (P3)
  • UF_ET_FAR_APPROVER
    This role is for deans or department chairs who need to approve Faculty Assignment Reports (FAR) for faculty members. (P3)
  • UF_ET_FAR_INITIATOR
    This role is for staff responsible for entering Faculty Assignment Report (FAR) information. (P3)
  • UF_ET_VIEW_ONLY
    View only access to all Effort Reporting modules:
    • Faculty Assignment Reports
    • Effort Certification
    • Effort Commitments (P3)
Core User Roles
  • UF_ET_COMM_CENTRAL
    Core office role for Effort Reporting Committed module. Role granted to staff in the core offices (Contracts and Grants, Cost Analysis, other) which are responsible for the Effort Reporting Committed module. (P4)
  • UF_ET_EFFORT_INITIATOR
    This role is for core office staff who initiate the Effort Certification processes. (P4)

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Faculty Events

End User Roles
  • UF_HR_CIP_VIEWONLY
    This role provides the user with view-only access to department and faculty classification of instructional programs (CIP) codes. 
  • UF_HR_FEO VIEW
    This role provides the user with access to the Faculty Enhancement Opportunity (FEO) application. Users are able to access the Faculty Events screen, where data on FEO applications and awards are maintained. This view-only role is limited to selected senior administrators as determined by the Office of the Provost. (P4)
  • UF_HR_OPT College Admin
    This role gives the college Online Promotion and Tenure (OPT) administrator access to: Enter the Dean and his or her designees, Enter the college promotion and tenure review committee, Enter the vote count from the college committee, Add/update the list of eligible faculty for the tenure and promotion process, Enter the designated department review committee for each faculty member, Enter the current department Chair or Director and his or her designees, Review Tenure and Promotion Packets, and recycle them for review or move them forward to the department committee and department chair, and Enter the vote count from the department committee. (P3)
  • UF_HR_OPT College Dean
    This role gives the department chair or their designee access to: Review tenure and promotion packets for employees in their college, Upload letters of endorsement, Upload responses to faculty members that have responded to dean’s letter, Move the Tenure and Promotion packet forward to the APB level of the process, and Upload responses to APB queries. (P3)
  • UF_HR_OPT Dept Admin
    This role gives the department Online Promotion and Tenure (OPT) administrator access to: Add/update the list of eligible faculty for the tenure and promotion process, Enter the designated department review committee for each faculty member, Enter the current department chair or director and his or her designees, Review Tenure and Promotion Packets, recycle them for review or move them forward to the department committee and department chair, and Enter the vote count from the department committee. (P3)
  • UF_HR_OPT Dept Chair
    This role gives the department chair or their designee access to: Review tenure and promotion packets for employees in their department, Upload letters of endorsement, Upload responses to faculty members that have responded to chair’s letter, Move Tenure and Promotion packet forward to the college level of the process, and Upload responses to APB queries. (P3)
Core User Roles
  • UF_HR_CIP_MAINT
    This role provides the user with access to update department and faculty classification of instructional programs (CIP) codes. This role is restricted to selected staff in the Office of the Provost and the Office of Academic Personnel. (P4)
  • UF_HR_OPT APB Admin
    This role allows the department chair or their designee access to Enter APB Queries and Upload APB statement.

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Hiring and Job Actions

  • ReportSuperUser
    Required for anyone who has an end or core user role and must view or run reports in PeopleSoft (not Enterprise Reporting) to perform their job duties.
End User Roles
  • UF_EPAF_Department Admin
    This role provides access to ePAF for purposes of entering a hire, rehire, job changes, leaves of absence, terminations, leave cash–outs, and additional pay actions. Note: Current position could be department administrator, administrative assistants and office managers.
    Required Training:
    • PST093 – Introducing GatorStart
    • PST220 – Job/Position Actions (recommended)
     
  • UF_EPAF_Level 1 Approver
    This role provides access to ePAF for purposes of approving, denying, or recycling submissions for a hire, rehire, job changes, leaves of absence, terminations, leave cash–outs, and additional pay actions. Note: This role is for an appropriate college administrator, usually in a Dean’s or Director’s office.
    Required Training:
    • PST093 – Introducing GatorStart
    • PST220 – Job/Position Actions (recommended)
     
  • UF_HR_AEF_Benefits
    This role is reserved for a few employees at the health center who enroll AEF employees in federal benefits and for one employee in IFAS who enrolls certain IFAS employees in federal benefits. This update capability is for the purpose of keeping the Annual Base Benefits Rate (ABBR) in Job Data in synch with the total compensation from UF and no–UF sources. 
  • UF_HR_AEF_Benefits_Correction
    This role allows certain users to update and correct the Annual Base Benefits Rate (ABBR) in Job Data for the purpose of keeping it in synch with their AEF salary. Highly restricted due to ability to correct historical data. (P5)
  • UF_HR_APAY_EXC
    This role is used by DOCE staff and Core HR Offices to enter Additional Payments without an account number for distribution purposes. Must be used in conjunction with UF_EPAF Department Admin or one of the ePAF core user roles. 
  • UF_HR_APPR_POSN1
    Workflow role to route position actions to level 1 approvers for approval. 
  • UF_HR Background Correction
    Correct historical data related to employees’ historical background. Highly restricted to a few core office employees in Human Resource Services. (P5)
  • UF_HR Class Comp Correction
    Correct historical data related to positions, jobs, and additional pay. Highly restricted to a few core office employees in Classification and Compensation at Human Resource Services. (P5)
  • UF_HR Department Hiring
    Creates and maintains a position, and initiates related workflow. Enters payroll distributions. Has access to recruiting activities in Manager Self Service to create requisitions, maintain requisition activity, and update applicant statuses. Has view only access to job and additional pay data. Note: Current position could be department administrator, administrative assistants and office managers. 
  • UF_HR Empl Review Correction
    Correct historical data related to employee reviews. Highly restricted to a few core office employees in Human Resource Services. (P5)
  • UF_HR External Applicant
    Be an applicant for a UF job who is not affiliated with UF. Have access to job postings and the application process. (P1)
  • UF_HR Hiring Correction
    Correct historical data related to positions, jobs, and hiring. Highly restricted to a few core office employees in Recruitment and Staffing at Human Resource Services. (P5)
  • UF_HR IRC Correction
    Correct historical data in the PeopleSoft HRMS system. Highly restricted to a few core office employees in the UF Bridges office. (P5)
  • UF_HR Level 1 Approver
    Reviews and approves position actions submitted by departments. Role for the appropriate college administrator. Note: Role cannot be requested alone; please also request UF_HR_APPR_POSN1. 
  • UF_HR Manager/Dept Admin
    Enters payroll distributions. Updates personal data. Has view only access to job and additional pay data. Serves as the administrative coordinator for a department or comparable unit or as an HR manager. Note: This role would typically be at the department level or comparable administrative unit. 
  • UF_HR Medical Exams Inquiry
    This role enables designated staff to view physical exam scheduling and results, as well as to run and view a report which projects by Dept ID any follow-up physical exams that will be due by a specified date. 
  • UF_HR View/Inquiry
    View–only access to employee job records and personal data. 
  • UF_LOA_INPUT
    Create or update a Letter of Appointment record for a graduate assistant or pre–doc fellowship. 
  • UF_LOA_PET_VIEW
    Have view–only access to petition information that allows a student to become a graduate assistant when he/she does not qualify. Note: This is to be granted only to those individuals who need this information to perform their jobs. 
  • UF_LOA_STATUS
    Have view–only access that lets the user see the courses a student is taking and the total amount of waivers received. 
  • UF_LOA_VIEW
    Have view–only access to the Letter of Appointment information and the funding sources for the waiver. 
  • UF_N_GJ Department Admin
    Provides access to the GatorJobs application for department–level processing of job requisitions:
    • Create job requisitions
    • Maintain requisition activity and update applicant statuses.
      Required Training:
    • PST094 - Posting Gator Jobs 2012
  • UF_N_GJ Department Approver
    Provides access to the GatorJobs application for department–level (level 1) approval and processing of job requisitions: create job requisitions, review and approve job requisitions, maintain requisition activity, and update applicant statuses. 
Core User Roles
  • UF_EPAF_Academic Personnel
    This role is for the Academic Personnel Office to participate as a Level 2 Approver for all ePAF forms. (P4)
  • UF_EPAF_Employment Office
    This role is for the Employment Office to participate as a Level 2 Approver for all ePAF forms. (P4)
  • UF_EPAF_Leave Office
    This role is for the Central Leave Office to participate as a Level 2 Approver for selected ePAF forms. (P4)
  • UF_EPAF_Payroll Office
    This role is for the Payroll Office to participate as an Approver for selected ePAF forms. (P4)
  • UF_EPAF_Retirement Office
    This role is for the Retirement Office to participate as an Approver for selected ePAF forms. (P4)
  • UF_EPAF_Student Employment
    This role is for the Student Employment Office to participate as a Level 2 Approver for all ePAF forms. (P4)
  • UF_EPAF_Tax Services
    This role is for the Tax Services Office to participate as a Level 2 Approver for selected ePAF forms. (P4)
  • UF_Everify Administrator
    This role is restricted to staff in the Office of Human Resources Services. The role allows users to oversee, monitor, and maintain E-Verify setup tables and functionality. This role is limited to only select users within the Office of Human Resource Services, and should not be requested by departmental users. (P4)
  • UF_HR_APPR_POSN2
    This is a Level 2 workflow role for final approval of position actions, and is exclusively for designated Academic Personnel and Human Resource Services staff. (P4)
  • UF_HR_PERSONNEL_DOCS
    This role allows core office users access to the employee documentation button. (P4)
  • UF_HR_Tenure and Promotion
    This role will have access to create and update tenure process tracking data and also to run queries for eligible faculty and faculty disposition information used for correspondence. (P4)
  • UF_LOA_FEE
    Input full–fee funding for a graduate assistant or pre–doc fellow. (P4)
  • UF_LOA_GRADPET
    Input information regarding petitions received by the Graduate School or Academic Affairs after they have been approved or denied. (P4)
  • UF_LOA_SUPER
    Update the Letter of Appointment and funding at all times, including those times when the files are closed at the end of the semester. (P4)
  • UF_N_GJ Academic Personnel
    Provides the Academic Personnel office with access to the GatorJobs application for institutional–level (level 2) approval and processing of job requisitions for faculty jobs. (P4)
  • UF_N_GJ Class and Comp
    Provides the Classification and Compensation office with access to the GatorJobs application for institutional–level (level 2) approval and processing of job requisitions for TEAMS jobs and non–student OPS jobs. (P4)
  • UF_N_GJ Recruit and Staffing
    Provides the Recruitment and Staffing office with access to the GatorJobs application for institutional–level (level 3) approval of job postings on the web (Internet). (P4)
  • UF_N_GJ Student Employment
    Provides the Student Employment office with access to the GatorJobs application for institutional–level (level 2) approval and processing of job requisitions for student OPS jobs. (P4)
  • UF_N_HR_IMAGING_CLIENT_MAX
    Human Resources Client Max. When requesting the role you must include the user’s GatorLink username in the Authority Area. For Human Resource Services personnel only. 
  • UF_N_HR_IMAGING_CLIENT_UPDT
    Human Resources Client Update. When requesting the role you must include the user’s GatorLink username in the Authority Area. For Human Resource Services personnel only. 
  • UF_N_HR_IMAGING_CLIENT_VIEW
    Human Resources Client View. When requesting the role you must include the user’s GatorLink username in the Authority Area. For Human Resource Services personnel only. 
  • UF_N_HR_IMAGING_VIEW
    View Human Resources voucher and invoice images. When requesting the role you must include the user’s GatorLink username in the Authority Area. For Human Resource Services personnel only. 

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Payroll

End User Roles
  • UF_KA_DEPT
    This role allows users to enter distribution set-ups and review actuals. (P4)
  • UF_PY Department Admin
    This role allows users to enter initial HRMS/Payroll data. Users may enter retroactive distributions and have 'read only' access for employee payroll data such as W-4, deductions, commitment accounting, balances, and retro pay. This role is assigned to the department staff member who serves as the first-level resource for payroll questions for employees in their department. 
  • UF_PY Dir Dep Correction
    This role allows users to correct historical data related to payroll direct deposits. The role is restricted to select employees in University Payroll Services. (P5)
  • UF_PY Distribution Correction
    This role allows users to correct historical data related to payroll distributions. The role is restricted to select employees in University Payroll Services. (P5)
  • UF_PY Garnishments Correction
    This role allows users to correct historical data related to payroll garnishments. The role is restricted to select employees in University Payroll Services. (P5)
  • UF_PY Payroll Correction
    This role allows users to correct historical data related to payroll. The role is restricted to select employees in University Payroll Services. (P5)
  • UF_PY_Review Paycheck
    This role provides detailed information on employee paychecks, including earnings, taxes, deductions, and applicable dates. 
  • UF_PY UFUTS Correction
    This role allows users to correct historical data related to payroll taxes. The role is restricted to select core office employees in University Tax Services. (P5)
Core User Roles
  • UF_CA_BUDGET
    This role allows users to update department budget table in HR commitment accounting. (P4)
  • UF_CA_Retro Approval
    This role provides users access to the Retro Distribution Review page for approval, as well as check for final approval and process the rest of the retro run. (P4)
  • UF_CA_Retro Review
    This role provides users access to the Retro Distribution Review page for approval. This role also allows access to view the cost transfer information forms filled out by departments to aid in approval. (P4)
  • UF_KA_Cntrl_Budget
    This role allows users to view the General Ledger distribution summary and view department budget tables. This role is restricted to University Accounting Services staff. (P4)
  • UF_KA_Cntrl_Payroll
    This role allows users to run office account distribution processes, enter distributions, and review actuals. This role is restricted to University Payroll Services staff. (P4)
  • UF_KA_Provost
    This role allows users access to fiscal year budget reports and to the Academic Calendar. Users can perform override distributions. This role is restricted to the Provost's Office. (P4)
  • UF_N_PY_IMAGING_CLIENT_VIEW
    This role allows access for core payroll office staff to use the client application for image viewing. 
  • UF_PY Email
    This role allows users to update the message used for paycheck e-mail notifications. The role is restricted to core HR employees. (P4)

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Time and Labor

End User Roles
  • UF_TL Approver
    This role allows the user to perform time approvals. This role is usually reserved for supervisors. Staff with this report can report and correct 'time worked'. 
  • UF_TL Batch Processer
    This role is assigned to end-users who have the responsibility to load batches of time for their respective departments into 'Elapsed Time'. This role is designated to payroll managers in selected departments. 
  • UF_TL Payroll Processor
    This role allows the user to report time worked, correct time worked, approve time worked, and enter employee payroll information. Users may also enroll employee in 'Time and Labor'. This role is the parent to the department approvers as well as the backup approvers. 
  • UF_TL Payroll Processor UPD
    This role is for University Police Department (UPD)staff. Users with this role may report time worked, correct time worked, approve time worked, enter employee payroll information, and enroll employee in Time and Labor. Staff with this role can also setup events in UPD. This role is the ‘parent’ to the department approvers as well as the backup approvers. (P4)
Core User Roles
  • UF_TL Central Payroll
    This role allows users to batch process from a "View All" Central Payroll perspective. This role also allows users to serve as the ultimate authority in daily batch processing, act as a backup for approvers, load Time and Labor to Paysheets, and allow Time Admin to be run. This role is for designated staff in Central Payroll Office. (P4)
  • UF_TL Correction
    This role allows users to correct historical data related to Time and Labor. This is a highly restricted role, and is only approved for designated core office employees in Payroll Services. (P5)

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Student Campus Community

Core User Roles
  • UF_CC_DEMO_VIEW
    This role grants the ability to view Campus Community demographic pages. (P4)
  • UF_CC_IDENT_UPDATE
    This core office role allows access to update residency and citizenship data in Campus Community. (P4)
  • UF_CC_IDENT_VIEW
    This core office role allows access to view residency and citizenship data in Campus Community. (P4)
  • UF_CC_SETUP
    This role grants the access needed to update the configuration settings of the Campus Community application. This role is restricted to UF core office users. (P5)
  • UF_CC_SETUP_VIEW
    This role grants access to view the configuration settings of the Campus Community application. (P4)

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ISIS Student Academic

Core User Roles
  • UF_N_ISIS_INT_DASHBOARD_USER
    This allows the core user monitoring the interface to access dashboard and error correction tools for maintaining health of the interface. This is an ISIS based toolset. (P4)

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Student Academic Advisor

End User Roles
  • UF_N_ADV_UG_PROCEDURE
    This role allows access to the Advising Centers training materials and policies for Undergraduate Academic Advisors. 
  • UF_N_PRV_PROCEDURE
    This role allows users access to the Preview (annual freshmen and transfer orientation programming) training materials as well as access to the policies governing Preview Advisors. 

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Student Administration

End User Roles
  • UF_COURSEFEES_DEPT_DEAN
    This role is for office of the dean personnel responsible for reviewing and approving eForms requests for course fees, such as Material and Supply fees and Equipment Use fees. When requesting the role, please include the type of course fees the user will be working with in the Authority Area field. (P3)
  • UF_COURSEFEES_DEPT_USER
    This role is for department personnel responsible for requesting course fees through eForms. Examples of course fees requested are Material and Supply fees and Equipment Use fees. Users of this role will be entering requests for fees to be forwarded to the office of the dean for approval. When requesting the role, please include the type of course fees the user will be working with in the Authority Area field. (P3)
  • UF_COURSEFEES_SUPPORT
    This role is for staff who are responsible for performing support tasks related to course fees. Requests for this role require approval by the UF Budget Office. (P3)
  • UF_SA_COURSEFEE_QUERY
    This role allows users 'view only' access to queries that are attached to materials and supplies (M&S) fee tables. 
  • UF_SA_USER
    This role allows users basic access to the Peoplesoft Student Administration system for non-students. (P1)
Core User Roles
  • UF_COURSEFEES_BUDGET_OFFICE
    This role is limited to Office of University Budget staff responsible for reviewing and approving eForms requests for course fees. (P4)
  • UF_COURSEFEES_PROVOST_OFFICE
    This role is for Provost Office personnel responsible for reviewing and approving eForms requests for course fees. (P4)
  • UF_SA_ACAD_STRUCTURE_CORRECT
    This role allows the user to make changes to the academic structure including programs, plans, terms, sessions, and academic calendar. This includes adding a new value or adding an effective-date row to update the setup data. The user can also perform corrections on setups for academic structure. (P5)
  • UF_SA_ACCT_MNGR
    This role is for use by senior-level managers in the University Financial Services core office. The role allows users to run the Table Validate process, and to Assign student permissions. (P4)
  • UF_SA_CHARTFIELD_MAINTENANCE
    This role allows the user to add and update data related to chart fields, (i.e., academic orgs departments). (P4)
  • UF_SA_CONFIG
    This core office role allows access to update configuration settings in Campus Solutions. Restricted to select users in the office of University Financial Services. (P5)
  • UF_SA_ORG_MNGR
    This core office role allows creation, deletion, and updating of data related to 'Organizations' in Campus Solutions. (P4)
  • UF_SA_ORG_VIEW
    This core office role allows viewing of data related to 'Organizations' in Campus Solutions. (P4)
  • UF_SA_SETUP_UPDATE
    This core office role grants update access to items under the "Setup SACR" menu in Campus Solutions. (P5)
  • UF_SA_SETUP_VIEW
    This core office role grants view-only access to items under the "Setup SACR" menu in Campus Solutions. (P4)
  • UF_SA_STRUCTURE_CONFIG
    This core office role allows access to maintain configuration settings related to Academic Structure. Restricted to staff in the offices of UF Bridges and University Financial Services. (P5)
  • UF_SA_TREE_MANAGER
    This role allows the user to make real time updates, deletes, creations, and audits to the trees in the student modules. (P5)
  • UF_SA_TREE_VIEWER
    This role grants view-access to the trees in the student modules. (P4)

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Student Financials

End User Roles
  • UF_N_ACCT_SUMM_BROWSE_ACCOUNT
    This role allows users to browse UFS accounts. When requesting the role you must include **** in the Authority Area. 
  • UF_N_ST_IMAGING_VIEW
    This role allows the user to view student loan images. The user must be affiliated with a department using imaging and which also has the IBM Visual Info software license. When requesting the role you must also include the user’s GatorLink username in the Authority Area. 
  • UF_SF_FEE_OUR_UPDATE
    This role is restricted to users in the Office of the University Registrar (OUR). It allows OUR to remove late registration charges assessed to a student. There is no other component to this role. (P4)
  • UF_SF_SFA_REPORT_VIEW
    This role allows access to view end-user student reports. (P4)
  • UF_SF_SFA_REVIEW
    This role is for SFA office staff, providing the user with 'inquire' and 'view only' rights to pages in Student Financials. (P4)
  • UF_SF_SI_VIEWER
    This role allows user access to view service indicator codes and reasons.(P4)
  • UF_SF_STUDENT_ADMIN_VIEW
    This role allows user access to view various Student Self Service pages. (P4)
  • UF_SF_STUDENT_FINANCIALS_VIEW
    This role allows access to view data in Student Financials that would be helpful to users not in Core offices. (P4)
  • UF_SF_TUITION_FEE_VIEW
    This role allows access to view current-term tuition and fee summary, information previously available on 'Screen 21' in the Student Records system. (P4)
  • UF_SF_UPDATE_CHARGES
    This role allows user access to adjust charges on student accounts. (P4)
Core User Roles
  • CS - First Level Refund Appr
    This workflow role is required by approvers of student refunds in order to route refund transactions to the approvers' worklists. (P4)
  • UF_N_BROWSE_PAYMENT_TRANS
    This role allows the user to browse online payment transactions. This role is for Finance and Accounting cashiers only. 
  • UF_N_BROWSE_STU_CREDIT_HISTORY
    This role allows the user to browse student credit history. When requesting the role you must include the following information in the Authority Area: User TKL=[insert value] and User LKL=[insert value]. 
  • UF_N_INPUT_REV_REFUND
    This role allows the user to input and verify TR49 data. 
  • UF_N_INPUT_REVENUE_REFUND
    This role allows the user to input TR49 data. 
  • UF_N_MANAGE_PAYMENT_SYSTEMS
    This role allows the user to manage online payment systems. This role is for Finance and Accounting cashiers only. 
  • UF_N_SCHOLARSHIP_MASTER_DISP
    This role allows the user to display scholarships. 
  • UF_N_ST_IMAGING_CLIENT_DELETE
    This role allows the user to perform the Student Loan Image Client Delete function. The user must be affiliated with a department using imaging and has an IBM Visual Info software license. When requesting the role you must include the user’s GatorLink username in the Authority Area. 
  • UF_N_ST_IMAGING_CLIENT_EDIT
    This role allows the user to utilize the Student Loan Image Client Edit function. The user must be affiliated with a department using imaging and has an IBM Visual Info software license. When requesting the role you must include the user’s GatorLink username in the Authority Area. 
  • UF_N_ST_IMAGING_CLIENT_VIEW
    This role allows the user to utilize the Student Loan Image Client View function. The user must be affiliated with a department using imaging and has an IBM Visual Info software license. When requesting the role you must include the user’s GatorLink username in the Authority Area. 
  • UF_N_UFS_DIRECT_BANKING_ADMIN
    This role allows the user to manage direct banking administration. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. 
  • UF_N_UFS_DISPLAY_ACH_PARTICIP
    This role allows the user to display ACH participants. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. 
  • UF_N_UFS_DISPLAY_ACH_TRANS
    This role allows the user to display ACH transactions. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. 
  • UF_N_UFS_DISPLAY_FEE_CHRG_FILE
    This role allows the user to view the fee amounts in the Fee Charge file. 
  • UF_N_UFS_MAINT_COUNSELING_SYS
    This role allows the user to browse and maintain in the loan interview counseling system. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. 
  • UF_N_UFS_MAINT_ENCODED CHECK
    This role allows the user to browse and maintain encoded check data. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. 
  • UF_N_UFS_MAINT_FA_FLAG_OVERRID
    This role allows the user to maintain an FA flag override record. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value]. 
  • UF_N_UFS_MAINT_LOAN_HIST
    This role allows the user to maintain free form loan history record. When requesting the role you must include the following information in the Authority Area: Check Printer=[insert value] and Receipt Printer=[insert value].  
  • UF_SF_CONFIG_CORR
    This role is used by University Financial Services to modify configuration settings under Correction Mode. (P4)
  • UF_SF_3C_CKLIST_UPD
    This is a core office transactional role that allows access to update a student's account with various checklist items. Note: There is an additional level of security that grants specific checklist codes to a user. A user with this role will only be able to access those checklists for which he/she has been granted row level security. (P4)
  • UF_SF_3C_CMNT_UPD
    This is a core office transactional role that allows access to update a student's account with various comments. Note: There is an additional level of security that grants specific comment codes to a user. A user with this role will only be able to access those comments for which he/she has been granted row level security. (P4)
  • UF_SF_3C_COMMUN_UPD
    This is a core office transactional role that allows access to update a student's account with various communications. Note: There is an additional level of security that grants specific communication codes to a user. A user with this role will only be able to access those communications for which he/she has been granted row level security. (P4)
  • UF_SF_3C_MNGR
    This role grants core office managers the ability to set parameters and request ad-hoc processes related to the 3C's functionality. Note: There is an additional level of security that grants specific 3C (comment, communication and/or checklist) rights to a user. A user with this role will only be able to utilize those 3C's for which he/she has been granted row level security. (P4)
  • UF_SF_3C_SETUP
    This core office role grants the ability to set up codes and data values for the 3C's functionality. (P5)
  • UF_SF_ACCT_VIEW
    This core office role grants access to view GL Interface History and Messages in Campus Solutions. (P4)
  • UF_SF_AR_WRITEOFF
    This core office role allows the user to remove receivable balances (e.g., student fees) from a student's balance. (P4)
  • UF_SF_CASHNET_SUPPORT
    This is a Bridges and core office role used to support the CashNet application and functionality. (P4)
  • UF_SF_COLLECTIONS_PLACE
    This role provides the user with the ability to place accounts in internal collections. (P4)
  • UF_SF_COLLECTIONS_UPDATE
    This core office role allows access to process collection agreements, generate letters, and update collection efforts. (P4)
  • PUF_SF_COLLECTIONS_VIEW
    This core office role allows access to view all collection pages. (P4)
  • UF_SF_DISB_CONTROL_FLAGS
    This core office role allows certain flags to be set to control disbursements. (P5) for fee allocation report. (P4)
  • UF_SF_FEE_ALLOC_UPDT
    This role provides the Student Financials office with update access to Student Financials student fee revenue allocation pages. This includes setup pages for fee codes, fee components, fee allocation by term and run control pages for batch processes. (P4)
  • EE_ALLOC_VIEW
    This role provides the Student Financials office with view only access to Student Financials student fee revenue allocation pages. Includes run control page for fee allocation report. (P4)
  • UF_SF_FEE_MNGR
    This role grants the ability for core office staff to view inquiry/report pages and to run tuition calc. (P4)
  • UF_SF_FEE_PROC
    This role grants the ability for core office staff to process late fees, tuition calculation and various reports for a student's account. (P4)
  • UF_SF_FEE_SETUP
    This role grants the abilty for core office staff to maintain setup data related to student fees processing. Some examples include: deferral contracts, 1098-T and fee deferral processing. (P5)
  • UF_SF_FEE_VIEW
    This core office role grants inquiry and view-only rights to various pages and reports related to student fees. (P4)
  • UF_SF_FINAID_MNGR
    This role grants the ability for core office staff to process financial aid disbursement jobs and reports. This role also provides access to "Return to Title IV" and "PLUS Parent Notification". (P4)
  • UF_SF_FINAID_PROC
    This role grants the ability for core office staff to process financial aid disbursement jobs and reports. This role also provides access to "Return to Title IV". (P4)
  • UF_SF_FINAID_SETUP
    This role grants core office staff the ability to maintain setup values related to financial aid processing. Examples include: payback setup, override setup and loan half-time status. (P5)
  • UF_SF_FINAID_VIEW
    This role grants core office staff the ability to access various inquiry/reporting pages related to financial aid processing. (P4)
  • UF_SF_FINAID_VOID
    This core office role allows access to the Void button on the "On Demand Disbursement" page. (P4)
  • UF_SF_GL_REVIEWER
    This role grants core office staff view/inquiry access to GL Interface components in Student Financials. (P4)
  • UF_SF_PAYMENTS_REVERSAL
    This core office role grants access to reverse a payment in Student Financials. (P4)
  • UF_SF_REFUND_ADJUST
    This role grants the ability for core office staff to reverse and cancel refunds in Student Financials. (P4)
  • UF_SF_REFUND_MNGR
    This role grants the ability for core office staff to update, approve, reverse, and cancel refunds in Student Financials; and to access related report/inquiry pages. (P4)
  • UF_SF_REFUND_PROC
    This role grants the ability for core office staff to create, process and update refunds in Student Financials and to access related report/inquiry pages. (P4)
  • UF_SF_REFUND_VIEW
    This role grants access for core office staff to view pages and reports related to refunds in Student Financials. (P4)
  • UF_SF_SI_MNGR
    This role grants access to core office managers to mass assign service indicators to Organizations and Persons. The user will also have the capability to place and release one student at a time. There is an additional level of security related to this role. Row level security for service indicators will allow the user to place or release only those service indicators that he/she has security. (P4)
  • UF_SF_SI_UPD
    This role grants access to core office staff to place and release service indicators to one student at a time. There is an additional level of security related to this role. Row level security for service indicators will allow the user to place/release only those service indicators for which he/she has security. (P4)
  • UF_SF_STUDENT_BILL_MNGR
    This core office role allows access to update student and system information that is related to a student billing. For example: generating invoices, printing students' bills, update billing addresses, etc.. (P4)
  • UF_SF_STUDENT_BILL_SETUP
    This core office role allows access to set up email messages for student billing. (P5)
  • UF_SF_STUDENT_BILL_VIEW
    This core office role allows view/inquiry access to students' bills. (P4)
  • UF_SF_TPC_MNGR
    This core office role grants access to all Florida Prepaid menus, Third Party Contract menus and Corporate Bills. (P4)
  • UF_SF_TPC_PROC
    This core office role allows access to process Corporate Bills, Third Party Contracts and to view Florida Prepaid Third Party Contracts. (P4)
  • UF_SF_TPC_VIEW
    This core office role allows access to review sponsor bills and to view Third Party Contracts. (P4)
  • UF_SF_UFS_MNGR
    This is a core office role for managers at University Financial Services. (P4)
  • UF_SF_UFS_SETUP
    This core office role provides access to all setup pages that apply to Student Financials processes. This role also allows the user to post charges, adjustments and payments. (P5)
  • UF_SF_UFS_VIEW
    The role allows access to view data in Student Financials This role is for core offices: Student Financial Affairs (SFA), Office of the University Registrar (OUR), Treasury Management (TM) and University Financial Services (UFS). (P4)
  • UF_SF_UPDATE_CHARGES_CORE
    This role allows a user to adjust charges on student accounts. This role is reserved for users who received training for this function from the University Financial Services (UFS) department. (P4)
  • UF_SF_UPDATE_CHARGES_NON_POST
    This role allows the user access to adjust charges on student accounts (through group processing transactions only). This role should not be assigned in combination with the UF_SF_UPDATE_CHARGES role. (P4)
  • UF_SF_UPDATE_PAYMENTS
    This core office role allows access to adjust payments on student accounts. (P4)

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Student Financials-Row Level Access

One Student Financials Row Level Access role is required for any user who views or updates item types for Student Financials. These roles do not provide access to any Student Financials pages; rather, they determine item types a user is allowed to view or update on those pages. A user cannot have access to more than one of the Row Level Access roles.

Core User Roles
  • UF_SF_PP_UFS_CUST_SERV
    This role is for Customer Service Staff at UFS, and provides row level security in Student Financials for item types in University Financial Services. (P4)
  • UF_SF_PP_UFS_FEE_MNGR
    This role is used as row level security in Student Financials for item types in University Financial Services. It is intended for use by Fee Manager staff at UFS. (P4)
  • UF_SF_PP_UFS_FEE_PROC
    This role is used as row level security in Student Financials for item types in University Financial Services. It is intended for use by Fee Processor staff at UFS. (P4)
  • UF_SF_PP_UFS_FINAID_MNGR
    This role is used as row level security in Student Financials for item types in University Financial Services. It is intended for use by Financial Aid Manager staff at UFS. (P4)
  • UF_SF_PP_UFS_FINAID_PROC
    This role is used as row level security in Student Financials for item types in University Financial Services. It is intended for use by Financial Aid Processor staff at UFS. (P4)
  • UF_SF_PP_UFS_FINAID_PYBCK
    This role is used as row level security in Student Financials for item types in University Financial Services. It is intended for use by Financial Aid Paybacks functionality staff at UFS. (P4)
  • UF_SF_PP_UFS_REFUND_PROC
    This role is used as row level security in Student Financials for item types in University Financial Services. It is intended for use by Refund Processor staff at UFS. (P4)
  • UF_SF_PP_UFS_TPC
    This role is used as row level security in Student Financials for item types in University Financial Services. It is intended for use by Third Party Contract staff at UFS. (P4)
  • UF_SF_PP_YEARBOOK
    This role is used as row level security in Student Financials for item types related to Yearbook charges in University Financial Services. (P4)
End User Roles
  • UF_SF_PP_ACA_TECH
    This role is used as row level security in Student Financials for item types in the Office of Academic Technology. (P4)
  • UF_SF_PP_ADMISSIONS
    This role is used as row level security in Student Financials for item types in the Office of Admissions. (P4)
  • UF_SF_PP_BUS_SERVICES
    This role is used as row level security in Student Financials for item types in the Business Services Division. (P4)
  • UF_SF_PP_CHEMISTRY
    This role is used as row level security in Student Financials for item types in the Department of Chemistry. (P4)
  • UF_SF_PP_CNS
    This role is used as row level security in Student Financials for item types in Computing & Networking Services (CNS). (P4)
  • UF_SF_PP_COBA
    This role is used as row level security in Student Financials for item types in the College of Business Administration. (P4)
  • UF_SF_PP_COBA_MBA
    This role is used as row level security in Student Financials for item types in the MBA Department of the College of Business Administration. (P4)
  • UF_SF_PP_DENTAL
    This role is used as row level security in Student Financials for item types in the College of Dentistry. (P4)
  • UF_SF_PP_DENTAL_CLINIC
    This role is used as row level security in Student Financials for item types in the clinics at the College of Dentistry. (P4)
  • UF_SF_PP_DOCE
    This role is used as row level security in Student Financials for item types in the Division of Continuing Education (DOCE). (P4)
  • UF_SF_PP_HOUSING
    This role is used as row level security in Student Financials for item types in the Department of Housing & Residence Education. (P4)
  • UF_SF_PP_JWRU
    This role is used as row level security in Student Financials for item types in the J. Wayne Reitz Union. (P4)
  • UF_SF_PP_LIB_AFA
    This role is used as row level security in Student Financials for item types in the Architecture and Fine Arts Library. (P4)
  • UF_SF_PP_LIB_ALL
    This role is used as row level security in Student Financials for all item types in the University of Florida Libraries. (P4)
  • UF_SF_PP_LIB_DOCS
    This role is used as row level security in Student Financials for item types in the Documents Department of the University of Florida Libraries. (P4)
  • UF_SF_PP_LIB_EDUC
    This role is used as row level security in Student Financials for item types in the Education Library. (P4)
  • UF_SF_PP_LIB_HSC
    This role is used as row level security in Student Financials for item types in the Health Science Center Library. (P4)
  • UF_SF_PP_LIB_JRNL
    This role is used as row level security in Student Financials for item types in the Journalism and Communications Library. (P4)
  • UF_SF_PP_LIB_LATIN
    This role is used as row level security in Student Financials for item types in the Latin American Department of the University of Florida Libraries. (P4)
  • UF_SF_PP_LIB_LAW
    This role is used as row level security in Student Financials for item types in the Law Library. (P4)
  • UF_SF_PP_LIB_MUSIC
    This role is used as row level security in Student Financials for item types in the Music Library. (P4)
  • UF_SF_PP_LIB_SCIENCE
    This role is used as row level security in Student Financials for item types in the Science Library. (P4)
  • UF_SF_PP_LIB_WEST
    This role is used as row level security in Student Financials for item types in Library West. (P4)
  • UF_SF_PP_OVERSEA
    This role is used as row level security in Student Financials for item types in the International Center. (P4)
  • UF_SF_PP_PARKING
    This role is used as row level security in Student Financials for item types in Student Financial Affairs. (P4)
  • UF_SF_PP_PAYMENTS
    This role is used as row level security in Student Financials for Payment item types. There should not be any components added to this role. (P4)
  • UF_SF_PP_REGISTRAR
    This role is used as row level security in Student Financials for item types in the Office of Academic Technology. (P4)
  • UF_SF_PP_SHCC
    This role is used as row level security in Student Financials for item types in the Student Health Care Center. (P4)
  • UF_SF_PP_SWREC
    This role is used as row level security in Student Financials for item types in the Southwest Florida Research and Education Center. (P4)
  • UF_SF_PP_UAA
    This role is used as row level security in Student Financials for item types in the University Athletic Association. (P4)
  • UF_SF_PP_VET
    This role is used as row level security in Student Financials for item types in the College of Veterinary Medicine. (P4)

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Student Records

Core User Roles
  • UF_N_SR_STUDENT_RECORDS_USER
    This role is used by the Office of the University Registrar (OUR) to indicate a user has access to the legacy Student Records System. (P3) NOTE: Users must complete the FERPA Basics training available (http://privacy.health.ufl.edu/training/FERPA/) before a request for this role will be approved.
  • UF_SR_COURSE_SECTION_CORRECT
    Capable of adding and updating courses by adding an effective dated row. Can also add classes, update classes, delete classes. Can also correct a course without having to add an effective dated row. (P4)
  • UF_SR_STUDENT_DATA_CORRECT
    Can add and update student program and residency data. Can quick admit and terms activate a student. Can run the term activation process. Can also perform corrections on the student academic program and plan data.(P4)
  • UF_SR_STUDENT_DATA_UPDATE
    Can add and update student program, plan, and residency data. Can quick admit and terms activate a student. Can run the term activation process. (P4)
  • UF_SR_VIEW_ONLY
    Academic Structure, course, student view only. (P4)

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Student Services

Core User Roles
  • UF_N_CAREER_FAIR
    This role allows access to card swipe service for the UF Career Fair. When requesting the role the DSA must include the user's GatorLink Username in the Authority Area. 
  • UF_N_GATOR_NIGHTS
    This role allos access to card swipe service for Gator Nights. When requesting the role the DSA must include the user's GatorLink Username in the Authority Area. 
  • UF_N_MED_RECORDS_BROWSE
    This role allows the user to browse student medical records by name or SSN. This role is limited to Student Health Care Center personnel only. 
  • UF_PA_IAM_CARDSWIPE
    This role allows access to the card swipe admittance system for student services venues. This role is limited to JWRU event staff and those approved by JWRU to use this application. 

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Enterprise Reporting

Reporting Roles
  • ReportSuperUser
    This role is required for anyone who has an end- or core-user role, and who must view or run reports in PeopleSoft (not Enterprise Reporting) to perform their job duties.
End User Roles
  • UF_ER_USER
    This role provides basic access to enterprise reporting. 
  • UF_FI_UNIVERSAL_INQUIRY
    This is a core office and end user role granting general view only access across all financial modules and financial data in Enterprise Reporting* (The ER_User role is necessary for general entry into Enterprise Reporting).  The modules that can be accessed by this role are:
    • Accounts payables
    • Accounts receivables
    • Asset management
    • Billing
    • Commitment Control
    • General ledger
    • Grants
    • Project costing
    • Purchasing
    • Travel and Expenses
    Recommended, but not required, training:
    • PST910 Enterprise Reporting: Basics
    • PST950 Budget and Commitment Cntrl 9.1
  • UF_ER_CRN_Query_Studio
    This is a core office and end user role that provides ad-hoc query capability in Enterprise Reporting. Training Required
    • PST910 Enterprise Reporting: Basics
    • PST912 Enterprise Reporting: Query Studio
    This is a P4 password level role and will cause the users password policy to be changed to a 90 day change cycle in most cases.
  • UF_ER_HRPR_ACCOMPLISHMENTS
    This is an end user role available to authorized training personnel who require access to protected compliance training data. This is a restricted role requiring approval by HR. 
  • UF_ER_HRPR_Ben_Leave
    This role allows access to employee leave program analytics, to create reports for reviewing various needs of college and department administration. 
  • UF_ER_HRPR_Benefits
    This role allows access to benefit program information for both employee- and employer-paid leave, and other non-pay additives and programs that support the compensation packages of the UF Workforce. 
  • UF_ER_HRPR_Pay_Cost
    This role allows access to current year cost Distribution history and analytic reports. 
  • UF_ER_HRPR_Pay_CurrPayCycle
    This role allows users to see all material for reviewing the current and recent pay periods, including on- and off-cycle pay warrant and correction material. Reports include pay list, pay statistics, and pay funding. 
  • UF_ER_HRPR_Pay_Warrant
    This role allows access to the current year warrant history and to periodic reports. 
  • UF_ER_HRPR_Pay
    This role contains pay information of both warrant details and payroll cost information. Users can view payroll analytics, and check for accuracy and trends in pay data. 
  • UF_ER_HRPR_Workforce
    This role provides access to workforce reports, analytics and query tools. Users can review jobs, salary, and other key workforce factors. 
  • UF_ER_IDM_REPORTS
    This role provides access to the Identity Coordinator report, to assist each unit's efforts in maintaining the highest possible degree of Identity Management accuracy. 
  • UF_ER_PA_Application_Access
    Contains information regarding the assignment of PeopleSoft Security Roles (for DSA's). 
  • UF_ER_SA_Student_Financials
    This role provides the user with the ability to access reports, analytics, and ad-hoc queries for myUFL Student Financials balances, transactional details, and accounting information. 
  • UF_ER_Special_NewsB_16400100
    This is an end user role available to Psychology. It allows access for the administrators of the Special Newsbox 16400100 - Psycholgy. Special Newsbox Administrators are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3)
  • UF_ER_Special_NewsB_65010000
    This is an end user role available to Contracts & Grants Accounting Services. It allows access for the administrators of the Special Newsbox 65010000 - Contracts & Grants Accounting Services. Special Newsbox Administrators are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3)
Core User Roles
  • UF_EP_TREE_MANAGER
    This role has update rights to trees and query access groups that are managed via trees. (P5)
  • UF_EP_TREE_VIEWER
    This role grants view access to all trees in EP. 
  • UF_EP_USER
    This role allows EP global/universal access that grants sign on and non-page permissions. 
  • UF_ER_HRPR_BenC_Leave
    This role allows access to extremely sensitive and private leave information. Data within this folder is very secure and may have HIPPA considerations. 
  • UF_ER_HRPR_Benefit_ALL
    This role allows access to all Benefit program reports. 
  • UF_ER_HRPR_BenefitCentral
    This role allows access to university management level benefits management analytics and reports. Data within this folder should be considered sensitive and treated with the highest level of office security. 
  • UF_ER_HRPR_Pay_ALL
    This role allows access to all pay related reports. 
  • UF_ER_HRPR_PayC_Cost
    This role allows access to private and central office information for the current fiscal year cost. 
  • UF_ER_HRPR_PayC_Warrant
    This role allows access to private and central office information for the current calendar year pay warrants. 
  • UF_ER_HRPR_PRIVATE
    This role allows the user to run reports, analytics, and ad-hoc queries for myUFL Human Resources balances, transactional details, and accounting information.’ Users with this role also have access to private information within the Human Resources datamarts. (P5)
  • UF_ER_HRPR_WKF_LtrAppt_Waiver
    This role allows access to Student Waiver Information. 
  • UF_ER_HRPR_WKforce_AffmAct
    This role allows access to EEO reports and studies related to the Affirmative Action and EEO statistics of the departments and colleges. This role is highly restricted. 
  • UF_ER_HRPR_Workforce_ALL
    This role provides access to all HR workforce reports. 
  • UF_ER_IDM_ADMINRPT
    This role allows access to the Identity Administrator reports for use by central Identity Management staff. (P4)
  • UF_ER_PA_Applic_AccessCentral
    This role allows access to information regarding the assignment of PeopleSoft Security Roles. Data within this folder should be considered sensitive. 
  • UF_ER_SA_SECURED
    This role allows access to core offices for reports, analytics, and ad-hoc queries for myUFL Student Financials balances, transactional details, and accounting information. Users with this role will also have access to restricted data, as well as data in the UF_ER_SA_Student_Financials role. (P5)
  • UF_ER_SA_PRIVATE
    This role allows access to reports, analytics, and ad-hoc queries for myUFL Student Financials balances, transactional details, and accounting information.’ Users with this role also have access to private data as well as the data included in the UF_ER_SA_Student_Financials role. (P5)

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Query Access

End User Roles
  • UF_EP_QUERY_VIEWER
    This is an end user role allowing users to view public queries in EPM.
  • UF_FI_QUERY_VIEWER
    This is an end user role that will allow users to view public queries in Financials. 
  • UF_HR_QUERY_VIEWER
    This is an end user role that will allow users to view public queries in HRMS. 
  • UF_SA_QUERY_VIEWER
    This allows the user to run existing queries in PeopleSoft Student Administration. (P4)
Core User Roles
  • UF_EP_QUERY_MANAGER_PUBLIC
    This is a core user role that will allow users to create, save and manage public queries in EPM. (P4)
  • UF_FI_QUERY_MANAGER_PRIVATE
    This is a core user role that will allow users to create, save and manage private queries in Financials. (P4)
  • UF_FI_QUERY_MANAGER_PUBLIC
    This is a core user role that will allow users to create, save and manage public or private queries in Financials. (P4)
  • UF_HR_QUERY_MANAGER_PRIVATE
    This is a core user role that will allow users to create, save and manage private queries in HRMS. (P4)
  • UF_HR_QUERY_MANAGER_PUBLIC
    This is a core user role that will allow users to create, save and manage public or private queries in HRMS. (P4)
  • UF_SA_QUERY_MANAGER_PUBLIC
    Allows users to create, save and manage public queries in PeopleSoft Student Administration. (P4)

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Special Newsboxes

  • UF_ER_Special_NewsB_14000000
    This is an end user role only available to university information technology staff. Users will have access to the administrators of the Special Newsbox 14000000 - Information Technology. Special Newsbox administrators are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_03010000
    This is a role for users with access to 03010000 – RE-Registrar-Administration Special Newsbox. Users may save their final queries and views in this folder. Users are also able to submit requests to the Special Newsbox Administrator to have queries and reports moved to an appropriate location (folder) for sharing within a group. 
  • UF_ER_Special_NewsB_03020000
    This is an end-user role restricted to staff in the Office of Admissions. It allows access for the administrators of the Special Newsbox 03020000 – Office of Admissions. Special Newsbox ADMINISTRATORS are designated by the department to create an organizational folder structure and are able to save reports, queries, and views within that structure. (P3) 
  • UF_ER_Special_NewsB_04020000
    This role allows for access to the organizational folder structure of the SA-Recreational Sports Special News Box. Users have access to execute reports, queries, and views within the department structure. 
  • UF_ER_Special_NewsB_11040000
    This is an end user role available only for designated staff in the Sponsored Research-Business Office. The role allows ADMINISTRATORS of the Special Newsbox 11040000 SR-Business Office. Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and to save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_11900000
    This is an end-user role available for selected staff of the Emerging Pathogens Institute. This role allows for access for the administrators of the Special Newsbox 11900000 - Emerging Pathogens Institute. Special Newsbox Administrators are designated by the department to create an organizational folder structure and can save reports, queries, and views within that structure. (P3) 
  • UF_ER_Special_NewsB_12010000
    This is an end user role available to designated Graduate School staff, allowing access for the administrators of the Special Newsbox 12010000 Graduate School. Special Newsbox ADMINISTRATORS are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_13000000
    This is an end user role available to designated College of Fine Arts staff, allowing access for the administrators of the Special Newsbox 13000000 College of Fine Arts. Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_13010000
    This is an end-user role available to College of Fine Arts staff on behalf of the campus-wide workgroup known as Colleges Sharing Information (CSI). The role allows access for the administrators of the Special Newsbox 13010000 College of Fine Arts on behalf of CSI. Special Newsbox ADMINISTRATORS are designated by the department to create an organizational folder structure and to save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_15000000
    This is an end user role available to designated Design, Construction & Planning staff. It allows access for the administrators of the Special Newsbox 15000000 Design, Construction & Planning. Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and to save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_16010000
    This is an end user role available College of Liberal Arts – Dean’s Office. It allows access for the administrators of the Special Newsbox 16010000 - College of Liberal Arts - Dean's Office. Special Newsbox Administrators are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3) 
  • UF_ER_Special_NewsB_17000000
    This role allows access for the administrators of the Special Newsbox 17000000 (College of Business). Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_19020000
    This is an end user role available to Mechanical and Aerospace Engineering. It allows access for the administrators of the Special Newsbox 19020000 - Mechanical and Aerospace Engineering. Special Newsbox Administrators are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3) 
  • UF_ER_Special_NewsB_19070000
    This is an end user role available to Eng School of Sustainable Infrastructure and Environment. It allows access for the administrators of the Special Newsbox 19070000 - EG-ENG SCH SUSTAIN INFRST ENV. Special Newsbox Administrators are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3)
  • UF_ER_Special_NewsB_19221000
    This is an end user role available EG-Research Service Centers. It allows access for the administrators of the Special Newsbox 19221000 - EG-Research Service Centers. Special Newsbox Administrators are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3)
  • UF_ER_Special_NewsB_19330000
    This is an end user role available to designated staff of the Particle Engineering Research Center. It allows access for the administrators of the Special Newsbox 19330000 (Particle Engineering Research Center). Special Newsbox ADMINISTRATORS are designated by the department to create an organizational folder structure and can save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_20010000
    This is an end user role available to designated staff of the International Center. It allows access for the administrators of the Special Newsbox 20010000 – International Center. Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_24000000
    This is an end user role available to approved staff of the College of Law. This role allows access for the administrators of the Special Newsbox 24000000 – College of Law. ADMINISTRATORS are designated by the department to create an organizational folder structure, and to save reports, queries, and views within that structure. (P3) 
  • UF_ER_Special_NewsB_29050000
    This is an end user role available to staff of the Department of Medicine, allowing access to the administrators of the Special Newsbox 29050000 Department of Medicine. Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_29140000
    This is an end user role available to designated staff in the Department of Surgery, allowing access for the administrators of the Special Newsbox 29140000 - Department of Surgery. Special Newsbox ADMINISTRATORS are able to create an organizational folder structure as well as save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_29180000
    This is an end-user role available only to staff in MD-NEUROLOGY. This role allows access for the administrators of the Special Newsbox 29180000 MD-NEUROLOGY. Special Newsbox Administrators are designated by the department to create an organizational a folder structure, and to save reports, queries, and views within that structure. (P3) 
  • UF_ER_Special_NewsB_29210000
    This is an end user role available to staff in Otolaryngology, Neurosurgery and Ophthalmology only. This role allows access for the administrators of the Special Newsbox 29210000 Otolaryngology, Neurosurgery and Ophthalmology. Special Newsbox ADMINISTRATORS are designated by the department to create an organizational folder structure and are able to save reports, queries, and views within that structure. (P3)
  • UF_ER_Special_NewsB_29080000
    This is an end user role available to staff of the Department of Pathology, allowing access for the administrators of the Special Newsbox 29080000 - Department of Pathology. Special Newsbox ADMINISTRATORS are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_31000000
    This is an end user role available College -Nursing. It allows access for the administrators of the Special Newsbox 31000000 -College – Nursing. Special Newsbox Administrators are designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3) 
  • UF_ER_Special_NewsB_35000000
    This is an end user role available to designated staff of the Student Health Care Center. The role allows the administrators of the Special Newsbox 35000000 - Student Health Care Center. Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_50010000
    This is an end user role available to designated staff of the UF Foundation, allowing access for the administrators of the Special Newsbox 50010000 UF Research Foundation. Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_60013800
    This is an end user role available to designated staff of the AG-Budget/Finance department, allowing access for the administrators of the Special Newsbox 60013800 AG Budget/Finance. Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_60040000
    This role is an end-user role available to selected staff in AG-DEAN FOR RESEARCH. The role allows access to the administrator of the special newsbox for 60040000 AG-DEAN FOR RESEARCH. Special Newsbox administrators are designated by the department to create an organizational folder structure and to save reports, queries, and views within that structure. (P3)
  • UF_ER_Special_NewsB_60070000
    This is a role for users with access to 60070000 Agricultural and Biological Engineering Special Newsbox. Users may save their final queries and views in this folder, and are able to submit requests to the Special Newsbox Administrator to have them moved to an appropriate location (folder) for sharing with your group. 
  • UF_ER_Special_NewsB_60100000
    This is an end user role available to designated staff of Microbiology & Cell Science, allowing access for the administrators of the Special Newsbox 60100000 Microbiology & Cell Science. Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_60150000
    This is an end user role available to designated Food Science and Human Nutrition staff, allowing access for the administrators of the Special Newsbox 60150000 Food Science and Human Nutrition. Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_60150000_User
    This is an end user role available to designated Food Science and Human Nutrition staff, allowing access for the administrators of the Special Newsbox 60150000 Food Science and Human Nutrition. Special Newsbox USERS are selected by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_60300000
    This is an end user role available to designated UF Leadership & Education Foundation Inc. staff, allowing access for the administrators of the Special Newsbox 60300000 UF Leadership & Education Foundation, Inc. Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_60730000
    This is an end user role available to the Citrus Research and Education Center, allowing access for the administrators of the Special Newsbox 60730000 - Citrus Research and Education Center. Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_60790000
    This is an end user role available to designated staff in the Department of TREC-Homestead. The role allows access for the administrators of the Special Newsbox 60790000 - Department of TREC-Homested to create an organizational folder structure and to save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_61000000
    This is an end user role available to designated staff in the Office of the VP for Business Affairs. The role allows administrators of the Special Newsbox 61000000 - VP for Business Affairs to create an organizational folder structure and to save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_63000000
    This is a role for users with access to 63000000 – Physical Plant Department Special Newsbox. Users may save their final queries and views in this folder. Users are also able to submit requests to the Special Newsbox Administrator to have queries/views moved to an appropriate location (folder) for sharing within a group. 
  • UF_ER_Special_NewsB_64500000
    This is an end user role available to designated Financial Reporting staff. The role allows access for the administrators of the Special Newsbox 64500000 - Financial Reporting. Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_64601000
    This is an end user role available to designated Citrus Research and Education Center staff. The role allows access for the administrators of the Special Newsbox 64601000 - Citrus Research and Education Center to create an organizational folder structure and are able to save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_64700000
    This is an end user role available to designated Treasury Management staff. It allows access for the administrators of the Special Newsbox 64700000 Treasury Management. Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and are able to save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_64801000
    This is an end user role available to designated University Financial Services staff. It allows access for the administrators of the Special Newsbox 64801000 University Financial Services. Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and are able to save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_68020000
    This role allows access for the designated administrators of the Special Newsbox 68020000 for Business Services. Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_68040000
    This role allows access for the administrators of the Special Newsbox 68040000 for Traffic and Parking. Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and are able to save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_69000000
    This is an end-user role available to designated Bridges-ERP staff. It allows access for the administrators of the Special Newsbox 69000000 for Bridges-ERP. Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and to save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_95350000
    This is an end-user role available to designated UF Research Foundation staff. It allows access for the administrators of the Special Newsbox 95350000 for the UF Research Foundation. Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and are able to save reports, queries, and views within that structure. 
  • UF_ER_Special_NewsB_95370000
    This is an end-user role available to the FLORIDA 4-H CLUB FOUNDATION,INC. This role allows access for the administrators of the Special Newsbox 95370000 FLORIDA 4-H CLUB FOUNDATION,INC. Special Newsbox ADMINISTRATORS are selected by the department to create an organizational folder structure and are able to save reports, queries, and views within that structure. 
  • UF_ER_SPECIAL_NEWSB_HCSC
    This is an end-user role intended for Health Science Center [HSC] staff. This role allows access to reports designed for use within all of the HSC's colleges and affiliated units, including the Office of the Senior Vice President for Health Affairs. 
  • UF_ER_Special_NewsB_HCSC_ADMIN
    This role is for HSC Reporting Administrators, a role available for specifically-designated Health Science Center personne. This role allows access for Special Newsbox ADMINISTRATORS, who are selected by the department to create an organizational folder structure and to save reports, queries, and views within that structure. For more general end-user access to the reports, please request the UF_ER_SPECIAL_NEWSB_HCSC role (see description above). 

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ODBC Data Access / WebDav Data Access

End User Roles
  • UF_N_CNS_USERID_REQUIRED
    Some non-PeopleSoft systems and student applications maintained by the University Registrar are housed in the UF Menu System (aka “Admin Menu” or “Dean’s Menu”). These applications require a Computing & Networking Services (CNS) userid. This role will give the user a CNS userid and a blank UF Menu. Request this role the first time you need access to the student systems in the UF Menu; for non-student/non-PeopleSoft systems it will be assigned automatically for selected roles. (P2)
  • UF_N_FMSImports_Fileacc
    This End User role provides access to a read-only Department of Continuing Education folder on the UF Bridges File Delivery Server. This role should only be requested for DOCE employees in positions of special trust. To comply with audit compliance standards and security best-practices, these employees will not have access to the myUFL locations where the files are generated and archived. (P4)
  • UF_N_IN_SHANDS_UFS_FileAcc
    This role provides access to upload files to the SHANDS/UFS folder on the UF Bridges File Delivery Server and to review files in that folder. This role should only be requested for Shands employees who are in positions of special trust. (P4)
  • UF_N_ODBC_BOG
    This role provides access to data submissions sent to Board of Governors (BOG) from the ODBC warehouse. (P4)
  • UF_N_ODBC_DIR
    This role provides access to UF Directory data in the Open Data Base Connectivity (ODBC) warehouse for selected analysts in core office, college, and administrative unit offices. UF privacy and SSN certification required for any staff requesting this role. (P4)
  • UF_N_ODBC_FI
    This role provides access to Financials data in the Open Data Base Connectivity (ODBC) warehouse for selected data analysts in core office, college, and administrative unit offices. (P4)
  • UF_N_ODBC_HRPR
    This role provides access to HR data in the Open Data Base Connectivity (ODBC) warehouse for selected data analysts in core office, college, and administrative unit offices. (P4)
  • UF_N_ODBC_SA
    This role provides access to Student Administration data in the Open Data Base Connectivity (ODBC) warehouse for selected data analysts in core office, college, and administrative unit offices. FERPA certification is required for any staff requesting this role. (P4)
  • UF_N_ODBC_SA_ADM
    This role provides access to Student Administration and Admissions data in the Open Data Base Connectivity (ODBC) warehouse for selected data analysts in core office, college, and administrative unit offices. FERPA certification is required for any staff requesting this role. (P4)
  • UF_N_ODBC_SA_FIN
    This role provides access to Student Administration/Financials data in the ODBC warehouse. This role is limited to trained data analysts in core (administrative) and college/unit (academic) offices. FERPA certification is required before the role may be granted. (P4)
  • UF_N_ODBC_USER
    This role provides access to the Open Data Base Connectivity (ODBC) warehouse for selected data analysts in core office, college, and administrative unit offices. (P4)
  • UF_N_VPN_ERP
    This End User role allows access to the Virtual Private Network (VPN) connection, with ERP access. When requesting the role the user’s GatorLink Username must be included in the Authority Area. 
  • UF_N_VPN_ASTRONOMY
    This End User role provides access to the Virtual Private Network (VPN) connection for the Department of Astronomy. (P2)
Core User Roles
  • UF_N_IN_BEBR_UFS_FileAcc
    This role provides the user with access to upload files to the Bureau of Economic and Business Research/UFS folder on the UF Bridges File Delivery Server, and to review files in that folder. This role should only be requested for employees of the department who are in positions of special trust. (P4)
  • UF_N_Benefits_FileAcc
    This role provides access to a read-only University Benefits folder on the UF Bridges File Delivery Server. This role should only be requested for employees in positions of special trust who must review or, in some cases, transmit files to federal or state government agencies and UF business partners. (P4)
  • UF_N_IN_AcadTech_UFS_FileAcc
    This role provides access to upload files to the ‘AcadTech/UFS’ folder on the UF Bridges File Delivery Server and to review files in that folder. This role should only be requested for employees of the Office of Academic Technology (AT) who are in positions of special trust. (P4)
  • UF_N_IN_Admissions_UFS_FileAcc
    This role provides access to upload files to the ‘Admissions/UFS’ folder on the UF Bridges File Delivery Server and to review files in that folder. This role should only be requested for employees of the UF Office of Admissions who are in positions of special trust. (P4)
  • UF_N_IN_APIT_HR_FileAcc
    This role allows users to upload files to the 'Associate Provost IT/HR' folder on the UF Bridges File Delivery Server, and to review files in that folder. This role should only be requested for employees of the department who are in positions of special trust. (P4)
  • UF_N_IN_Bookstore_UFS_FileAcc
    This role provides access to upload files to the ‘Bookstore/UFS’ folder on the UF Bridges File Delivery Server and to review files in that folder. This role should only be requested for employees of the UF Bookstore who are in positions of special trust. (P4)
  • UF_N_IN_BusService_UFS_FileAcc
    This role provides access to upload files to the ‘BusService/UFS’ folder on the UF Bridges File Delivery Server and to review files in that folder. This role should only be requested for employees of the Business Services Division who are in positions of special trust. (P4)
  • UF_N_IN_Cashnet_UFS_FileAcc
    This role provides access to upload files to the ‘Cashnet/UFS’ folder on the UF Bridges File Delivery Server and to review files in that folder. This role should only be requested for employees of the University Financial Services (UFS) Cashiering office who are in positions of special trust. (P4)
  • UF_N_IN_Chemistry_UFS_FileAcc
    This role provides access to upload files to the 'Chemistry/UFS' folder on the UF Bridges File Delivery Server, and to review files in that folder. This role should only be requested for employees of the department who are in positions of special trust. (P4)
  • UF_N_IN_CNS_UFS_FileAcc
    This role provides access to upload files to the ‘CNS/UFS’ folder on the UF Bridges File Delivery Server and to review files in that folder. This role should only be requested for employees of Computing & Networking Services (CNS) office who are in positions of special trust. (P4)
  • UF_N_IN_COM_MFR_FileAcc
    This role provides WebDav access to Bridges Staff. This access is read/write/update and allows files to be written to this folder. (P4)
  • UF_N_IN_Construc_UFS_FileAcc
    This role provides write access to the WebDAV folder for Construction, and allows access to the UFS downloaded files. (P4)
  • UF_N_IN_DCP_UFS_FileAcc
    This role allows users access to the DCP/UFS folder on the UF Bridges File Delivery Server (WebDav). 
  • UF_N_IN_ECSI_UFS_FileAcc
    This role provides access to upload files to the ‘ECSI/UFS’ folder on the UF Bridges File Delivery Server and to review files in that folder. This role should only be requested for employees of University Financial Services (UFS) who are in positions of special trust. (P4)
  • UF_N_IN_Finance_AM_FileAcc
    This role provides the user with access to upload files to the Finance-AM folder on the UF Enterprise Systems file delivery server, and to review files in that folder. This role should only be requested for Finance and Accounting employees in positions of special trust. (P4)
  • UF_N_IN_Finance_UFS_FileAcc
    This role provides access to upload files to the ‘Finance/UFS’ folder on the UF Bridges File Delivery Server and to review files in that folder. This role should only be requested for employees of the Division of Finance and Accounting who are in positions of special trust. (P4)
  • UF_N_IN_Housing_UFS_FileAcc
    This role provides access to upload files to the ‘Housing/UFS’ folder on the UF Bridges File Delivery Server and to review files in that folder. This role should only be requested for employees of the Department of Housing and Residence Education who are in positions of special trust. (P4)
  • UF_N_IN_HR_UFS_FileAcc
    This role provides access to upload files to the ‘HR/UFS’ folder on the UF Bridges File Delivery Server and to review files in that folder. This role should only be requested for employees of Human Resource Services (HRS) who are in positions of special trust. (P4)
  • UF_N_IN_Library_UFS_FileAcc
    This role provides access to upload files to the ‘Library/UFS’ folder on the UF Bridges File Delivery Server and to review files in that folder. This role should only be requested for employees of the Libraries who are in positions of special trust. (P4)
  • UF_N_IN_OUR_UFS_FileAcc
    This role provides access to upload files to the 'OUR/UFS' folder on the UF Bridges File Delivery Server and to review files in that folder. This role should only be requested for employees of the Office of the University Registrar (OUR) who are in positions of special trust. (P4)
  • UF_N_IN_OUR_StdntRecs_FileAcc
    This role provides the user with the access needed to upload files to the ‘OUR/StudentRecords’ inbound folder on the UF WebDav File Delivery Server, and to review files in that folder. This role should only be requested for employees in the Office of the Registrar (OUR) who are in positions of special trust. (P4)
  • UF_N_IN_SHANDS_UFS_FileAcc
    This role provides access to upload files to the 'SHANDS/UFS' folder on the UF Bridges File Delivery Server and to review files in that folder. This role should only be requested for Shands employees who are in positions of special trust. (P4)
  • UF_N_IN_SFA_UFS_FileAcc
    This role provides access to upload files to the ‘SFA/UFS’ folder on the UF Bridges File Delivery Server and to review files in that folder. This role should only be requested for employees of the UF Student Financial Affairs (SFA) office who are in positions of special trust. (P4)
  • UF_N_IN_StudHealth_UFS_FileAcc
    This role provides access to upload files to the ‘StudHealth/UFS’ folder on the UF Bridges File Delivery Server and to review files in that folder. This role should only be requested for employees of the UF Student Health Care Center who are in positions of special trust. (P4)
  • UF_N_IN_TAX_WS_FileAcc
    This role provides access to upload files to the 'TaxServices/Windstar' inbound folder on the UF WebDav File Delivery Server, and to review files in that folder. This role should only be requested for UF employees who are in positions of special trust. (P4)
  • UF_N_IN_TrafficPrk_UFS_FileAcc
    This role provides access to upload files to the ‘TrafficPrk/UFS’ folder on the UF Bridges File Delivery Server, and allows the user to review files in that folder. This role should only be requested for employees of the UF Transportation and Parking Services office who are in positions of special trust. (P4)
  • UF_N_IN_UAA_UFS_FileAcc
    This role provides access to upload files to the 'UAA/UFS' folder on the UF Bridges File Delivery Server and allows the user to review files in that folder. This role should only be requested for employees of the University Athletic Association (UAA) who are in positions of special trust. (P4)
  • UF_N_IN_UAA_UFS_FileAcc
    This role provides access to upload files to the 'UAA/UFS' folder on the UF Bridges File Delivery Server and allows the user to review files in that folder. This role should only be requested for employees of the University Athletic Association (UAA) who are in positions of special trust. (P4)
  • UF_N_IN_UFS_UFS_FileAcc
    This role provides access to upload files to the UFS/UFS inbound folder on the UF WebDav File Delivery Server and to review files in that folder. This role should only be requested for employees in University Financial Services who are in positions of special trust. (P4)
  • UF_N_IN_WCBA_UFS_FileAcc
    This role provides users with access to upload files to the Warring College of Business Administration (WCBA) folder on the UF Bridges File Delivery Server, and to review files in that folder. This role should only be requested for employees of the WCBA who are designated as being in positions of special trust. (P4)
  • UF_N_OUT_BEBR_UFS_FileAcc
    This role provides the user with access to download files from the Bureau of Economic and Business Research/UFS folder on the UF Bridges File Delivery Server, and to review files in that folder. This role should only be requested for employees of the department who are in positions of special trust. (P4)
  • UF_N_OUT_Bookstore_UFS_FileAcc
    This role provides read-only access to WebDAV folder for Bookstore, to allow access to the UFS downloaded files. (P4)
  • UF_N_OUT_BusServce_UFS_FileAcc
    This role provides read-only access to WebDAV folder for Business Services, to allow for access to the downloaded files from UFS. (P4)
  • UF_N_OUT_Chemistry_UFS_FileAcc
    This role provides access to download files from the 'Chemistry/UFS' folder on the UF Bridges File Delivery Server and to review files in that folder. This role should only be requested for employees of the department who are in positions of special trust. (P4)
  • UF_N_OUT_Circa_UFS_FileAcc
    This role provides read-only access to WebDAV folder for CIRCA, to allow access to UFS downloaded files. (P4)
  • UF_N_OUT_CNS_UFS_FileAcc
    This role provides read-only access to WebDAV folder for CNS to allow access to UFS downloaded files. (P4)
  • UF_N_OUT_COM_MFR_FileAcc
    This role provides read only access to WebDAV folder for College of Medicine Fiscal Personnel, for access to the Monthly Financial downloaded files. (P4)
  • UF_N_OUT_Construc_UFS_FileAcc
    This role provides read-only access to WebDAV folder for Construction, to allow access to the UFS downloaded files. (P4)
  • UF_N_OUT_DCP_UFS_FileAcc
    This role provides read-only access to the WebDAV folder for Design, Construction, and Planning. (P4)
  • UF_N_OUT_DSOP_UFS_FileAcc
    This role provides read-only access to the WebDAV folder for the Dean of Students, to allow access to the UFS downloaded files. (P4)
  • UF_N_OUT_Housing_UFS_FileAcc
    This role provides read-only access to the WebDAV folder for Housing, to allow for access to downloaded files from UFS. (P4)
  • UF_N_OUT_HSC FileAcc
    This role allows WebDav access to fiscal staff in the Health Science Center, Office of the Vice President. This role provides read-only access to the monthly financial downloaded files. (P4)
  • UF_N_OUT_Library_UFS_FileAcc
    This role provides read-only access to the WebDAV folder for the Library. The role allows access to UFS downloaded files. (P4)
  • UF_N_OUT_OIPR_FileAcc
    This role provides read-only access to the WebDAV folder for the Office of Institutional Planning (OIPR). The role allows access to downloaded files. (P4)
  • UF_N_OUT_OUR_UFS_FileAcc
    This role provides read-only access to the WebDAV folder for the Registrar, allowing for access to the UFS downloaded files. (P4)
  • UF_N_OUT_OUR_StdntRecs_FileAcc
    This role provides read-only access to the 'OUR/StudentRecords' outbound folder on the UF WebDav File Delivery Server. This role should only be requested for employees in the Office of the Registrar (OUR) who are in positions of special trust. (P4)
  • UF_N_OUT_SHANDS_UFS_FileAcc
    This role provides read-only access to the WebDAV folder for Shands. (P4)
  • UF_N_OUT_StuHealth_UFS_FileAcc
    This role provides read-only access to the WebDAV folder for Student Health, to allow access to the UFS downloaded files. (P4)
  • UF_N_OUT_TAX_WS_FileAcc
    This role provides read-only access to the 'TaxServices/Windstar' outbound folder on the UF WebDav File Delivery Server. This role should only be requested for UF employees who are in positions of special trust. (P4)
  • UF_N_OUT_TrafficPk_UFS_FileAcc
    This role provides read-only access to the WebDAV folder for Traffic and Parking, to allow for access to downloaded files from UFS. (P4)
  • UF_N_OUT_UAA_UFS_FileAcc
    This role provides read-only access to the WebDAV folder for the University Athletic Association, to allow access to downloaded files from UFS. (P4)
  • UF_N_OUT_UFS_Collectn_FileAcc
    This role provides read-only access to the Collections WebDAV folder for University Financial Services (UFS). Staff with this role will have access to their downloaded myUFL files. 
  • UF_N_OUT_UFS_UFS_FileAcc
    This role provides read-only access to the UFS/UFS outbound folder on the UF WebDav File Delivery Server. The role allows access to downloaded files for University Financial Services. (P4)
  • UF_N_OUT_ UPD_HR_FileAcc
    This role provides read-only access to the WebDAV folder for UPD, to allow for access to downloaded files from Human Resources. (P4)
  • UF_N_OUT_WCBA_UFS_FileAcc
    This role provides users with access to download files from the Warring College of Business Administration (WCBA) folder on the UF Bridges File Delivery Server, and to review files in that folder. This role should only be requested for employees of the WCBA who are in positions of special trust. (P4)
  • UF_N_PayrollServices_FileAcc
    This role provides access to a read-only University Payroll Services folder on the UF Bridges File Delivery Server. This role should only be requested for UF employees in positions of special trust who must review or, in some cases, transmit files to federal or state government agencies and UF business partners. (P4)
  • UF_N_Retirement_FileAcc
    This role provides access to a read-only University Retirement Services folder on the UF Bridges File Delivery Server. This role should only be requested for UF employees in positions of special trust who must review or, in some cases, transmit files to federal or state government agencies and UF business partners. (P4)
  • UF_N_TaxServices_FileAcc
    This role provides access to a read-only University Tax Services folder on the UF Bridges File Delivery Server. This role should only be requested for UF employees in positions of special trust who must review or, in some cases, transmit files to federal or state government agencies and UF business partners. (P4)
  • UF_N_TreasuryMgmt_FileAcc
    This role provide access to a read-only University Treasury Management folder on the UF Bridges File Delivery Server. This role should only be requested for UF employees in positions of special trust who must review or, in some cases, transmit files to federal or state government agencies and UF business partners. (P4)
  • UF_N_UFSExits_Fileacc
    This role provides access to a read-only University Financial Services Exit folder on the UF Bridges File Delivery Server. This role should only be requested for UF employees in positions of special trust. It is often necessary for these employees to review or, in some cases, transmit files to federal or state government agencies and UF business partners. To comply with audit compliance standards and security best-practices, these employees do not have access to the myUFL locations where these files are generated and archived. (P4)
  • UF_N_VPN_ADMIN
    This role allows user access to Virtual Private Network (VPN) connection with ERP Administrative privileges. When requesting the role you must include the user’s GatorLink Username in the Authority Area. (P5)
  • UF_N_VPN_ODBC
    This role allows users to access a Virtual Private Network (VPN) connection with ODBC access. (P4)

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Identity and Access Management

IdM Directory

End User Roles
  • UF_PA_IDM_COORD_LIBRARY
    This role allows the user to maintain all library affiliations for a person's identity information in the UF directory. (P3)
    The following training is required:
    • BRG500 Identity Management
  • UF_PA_IDM_COORD_LIBRARY_GUEST
    This role allows the user to maintain library guest affiliations for a person's identity information in the UF directory. (P3)
    The following training is required:
    • BRG500 Identity Management
  • UF_PA_IDM_COORDINATOR
    This role allows maintenance of a person's identity information in the UF Directory. 
  • UF_PA_IDM_ID_VIEWER
    This role allows view only access to UF Directory information. This view only access includes names, addresses, phone numbers, email addresses, affiliations, and personal relationships. This role only allows 'view only' access to the people the assignee has been authorized to view. Department row level security is required. 
  • UF_PA_IDM_NETMGR
    This role allows IT staff to manage the "Network Managed By" relationship in the UF Directory. 
  • UF_PA_IDM_PRIMARY
    This role allows for maintenance of a person's identity information in the UF Directory, as well as access to QA tools. There is only one primary ID coordnator per unit. 
Core User Roles
  • UF_PA_IDM_ADMINUSER
    This role is assigned to the Identity Administrator for ID Management (IDM) and staff in the Office of the University Registrar (OUR), Human Resource Services (HR), Finance and Accounting (FA), and other select core offices. (P4)
  • UF_PA_IDM_CORE_PII
    This role allows non-Admin core office users the ability to view social security numbers on the Search page in Identity Management (IdM). (P4)
  • UF_PA_IDM_IDR
    This role allows access to Identity Resolution, and is reserved for the Enterprise Identity Administrator responsible for correcting UFID issues. (P4)

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End User Roles
  • UF_PA_GA_GUEST_BULK
    This role allows the user to create up to 200 GatorLink Guest Accounts at one time. The account is a time-limited computer account (14 days) allowing temporary access to wireless networking and the myUFL portal. Both the affiliation and the account automatically expire after 14 calendar days. The bulk account option is recommended only for those involved in setting up classroom accounts or who perform meeting and conference planning. 
  • UF_PA_GA_GUEST_SINGLE
    This role allows the user to create one or more GatorLink Guest Accounts. The account is a time-limited computer account (14 days) allowing temporary access to wireless networking and the myUFL portal. The single account option is recommended for most departments. 
  • UF_PA_GA_VIEWUSER
    This role allows the user to view the GatorLink account status and history for any user. This role is for Customer Service representatives and selected departments. 
Core User Roles
  • UF_N_SHIBSP_ADMIN
    This role is used by the Dean, Director, or Department Head (DDD) responsible for the Service Provider Gatorlink Authentication. (P4)
  • UF_N_SHIBSP_DB_MAINT
    This role allows users in the Identity and Access Management (IAM) group to make changes to the Shibboleth Service Provider database. (P4)
  • UF_N_SHIBSP_DB_VIEW
    This role provides the campus Help Desk with 'read only' access to the Shibboleth Service Provider information. 
  • UF_N_SHIBSP_ISA
    This role is used by the Institutional Security Administrator (ISA) responsible for the Service Provider Gatorlink Authentication. (P4)
  • UF_N_SHIBSP_ISM
    This role is used by the Institutional Security Manager (ISM) responsible for the Service Provider Gatorlink Authentication. (P4)
  • UF_N_SHIBSP_TECH
    This role is used by the technical contact responsible for the Service Provider Gatorlink Authentication. (P4)
  • UF_PA_GA_ACCT_MGMT
    This role allows the user to unexpire a GatorLink account and view its account history. Role access is for Account Administrator and Help Desk Administrators only. (P4)
  • UF_PA_GA_CREATE_USER
    This role allows the user to create a GatorLink account. The role is for Customer Service representatives, Help Desk, Directory Coordinators, and selected department users. (P4)
  • UF_PA_GA_DISABLEACCT
    This role allows the user to disable a GatorLink account. The role is For Account Administrators and Help Desk Administrators only. (P4)
  • UF_PA_GA_DISALLOW_NM
    This role allws the user to disallow or delete a GatorLink username or patterns for usernames. The role is for Account Administrator only. (P5)
  • UF_PA_GA_ENABLEACCT
    This role allows the user to enable a GatorLink account. The role is for Account Administrators and Help Desk Administrators only. (P4)
  • UF_PA_GA_GLAM_ADMIN
    This role allows for the set-up and testing of GatorLink authenticated applications. The role is for System Administrators or Application Administrators only. (P5)
  • UF_PA_GA_NEWUFID
    This role is for users to associate a GatorLink username with a valid UFID. Role is for Account Administrators only. (P5)
  • UF_PA_GA_RENAMEACCT
    This role allows the user to rename a GatorLink account. The role is for Customer Service representatives only. (P4)
  • UF_PA_GA_RESERVED_NM
    This role allows users to reserve, edit, or delete a GatorLink username. Role access is for Customer Service representatives only. (P4)
  • UF_SEC_ADMIN
    This role is used by members of the UF Computing Help Desk to manually lock or unlock a user's password and view user security roles, setups, and request history. (P5)
  • UF_SEC_PWD_HELPDESK
    This role is for Help Desk password maintenance. Note: All requests for this role must be initiated by GatorLink Administration. 
  • UF_SEC_PWD_LEVEL1
    This role is used by members of the UF Computing Help Desk or Bridges Security team to manually assign a user to password level 1. Note: All requests for this role must be initiated by GatorLink Administration or Bridges security team. (P1)
  • UF_SEC_PWD_LEVEL2
    This role is used by members of the UF Computing Help Desk or Bridges Security team to manually assign a user to password level 2. Note: All requests for this role must be initiated by GatorLink Administration or Bridges security team. (P2)
  • UF_SEC_PWD_LEVEL3
    This role is used by members of the UF Computing Help Desk or Bridges Security team to manually assign a user to password level 3. Note: All requests for this role must be initiated by GatorLink Administration or Bridges security team. 
  • UF_SEC_PWD_LEVEL4
    This role is used by members of the UF Computing Help Desk or Bridges Security team to manually assign a user to password level 4. Note: All requests for this role must be initiated by GatorLink Administration or Bridges security team. (P4)
  • UF_SEC_PWD_LEVEL5
    This role is used by members of the UF Computing Help Desk or Enterprise Systems Security team to manually assign a user to password level 5. Level P4 or P5 roles only allow the user to reset passwords if they also have the password reset role. All requests for this role must be initiated by GatorLink Administration or Enterprise security team. (P5)
  • UF_SEC_PWD_POLADMIN
    This role is used to grant Password Policy Administrator access. The holder of this role can create GatorLink accounts and IDs, forward the GatorLink mailbox, and reset passwords up to level 3. Note: All requests for this role must be initiated by GatorLink Administration. (P5)

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Access Request System for Security Roles (ARS)

End User Roles
  • UF_N_ALL_IT_WORKERS
    This role will allow and recognize information technology (IT) workers as a group campus-wide. The role will be used to enable various services and permissions. Only employees identified as IT workers should be assigned this role. (P4)
  • UF_SEC_ISA
    This role is reserved for the UF Institution Security Administrator. (P4) 
  • UF_SEC_ISM
    This role is for the UF Institution Security Manager. (P4)
  • UF_SEC_REQUESTOR
    This role allows a department security administrator (DSA) to request security roles for department employees. The department security administrator (or designated employee) can change or delete security roles. Staff requesting this role must also submit a completed DSA Authorization Form, and successfully complete the BRG100 training course before the role will be granted. 
  • UF_SEC_TECHCONTACT
    This role is reserved for the UF Security Technical contact. (P4)
Core User Roles
  • UF_N_SECURITY_EXT_BROWSE
    This role allows users to browse security extensions. The role is for use solely by RACF administrators. 
  • UF_N_SECURITY_EXT_UPDATE
    This role allows users to browse and update security extensions. The role is for use solely by RACF administrators. 
  • UF_SEC_APPROVE_CONFLICTS
    This role allows access for the conflict [CNFL] group to the Conflict Approver page in the Access Request System (ARS). (P5)
  • UF_SEC_APPROVER
    To acquire this role, prospective users must submit an Approver Authorization Form, and then complete training course BRG300. The role will not be approved until the user successfully completes BRG300 
  • UF_SEC_IMPLEMENTER
    This role is for use by Enterprise Systems security staff responsible for making approved changes to security access. 
  • UF_SEC_SHIB_ ADMINCONTACT
    This role is reserved for the UF Security Business Administrator of a Shibboleth service. 
  • UF_SEC_SHIB_TECHCONTACT
    This role is reserved for the UF Security Shibboleth Technical contact. 

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Portal

End User Roles
  • UF_PA_Publisher
    Authors and/or publishes articles in myUFL news pagelets. 
Other

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Enterprise Systems - Staff Roles

  • UF_BP_SUPPORT
    Run Control Page for Loading Budget Prep used by limited Core IT Staff. (P5)
  • UF_ET_ADMIN
    This role is available to Enterprise Systems staff responsible for the technical configuration and support of the Effort Reporting System. (P5)
  • UF_EP_2-TIER_QUERY
    This role will allow users to create, save and manage private queries using AppDesigner. This role is for Bridges and approved core users. (P4)
  • UF_FI_QUERY_ADMIN
    This is a bridges role that will allow users to monitor queries, manage queries, and terminate executing queries. (P4)
  • UF_HR_QUERY_ADMIN
    This is a bridges role that will allow users to monitor queries, manage queries, and terminate executing queries. (P4)
  • UF_PA_DSO_ADMIN
    This role provides the ability to create DSO user accounts in the PeopleSoft portal. The role is restricted to UF Bridges security administrators. (P5)
  • UF_N_MAINT_IS_SECURITY_RECORD
    This role allows users to maintain Information Systems Department security records. This role is intended for use by Bridges security staff only. When requesting the role the following information is required in the Authority Area: Application ID(s)=[insert value] and Terminal Netname=[insert value]. (P3)
  • UF_SEC_REQ_ADMIN
    This role allows users to administer the Access Request System (ARS). This role is reserved for members of the Bridges security staff. (P4)
  • UF_EP_DEVELOPER_DEV
    This role contains all functional pages and access to security for the DEV instance only. This should not be granted to a developer in any other instance. (P4)
  • UF_EP_DEVELOPER_PRD
    This role contains all functional pages and access to security for the PRD instance only. This should not be granted to a developer in any other instance. (P4)
  • UF_EP_DEVELOPER_QAT
    This role contains all functional pages and access to security for the QAT instance only. This should not be granted to a developer in any other instance. (P4)
  • UF_EP_DEVELOPER_TST
    This role contains all functional pages and access to security for the TST instance only. This should not be granted to a developer in any other instance. (P4)
  • UF_FI_CONFIG
    Provides full access to Financials pages. Restricted to Bridges Change Management staff. (P5)
  • UF_HR_DEVELOPER_PRD
    This role contains all Functional pages and access to security for the PRD instance only. This should not be granted to a developer in any other instance. (P4)
  • UF_IB_MONITOR
    Allows read only access to Integration Broker Message Monitor. (P4)
  • UF_IB_SECURE
    Role allowing access to Secure Service Operation. (P4)
  • UF_IB_SUPPORT
    Allows access to resubmit and cancel error messages on Integration Broker Message Monitor. Restricted to Bridges staff. (P5)
  • UF_N_BRIDGES_ALL_SAMBA_ACC
    Role that restricts Bridges user access to samba file shares. (P5)
  • UF_N_BRIDGES_APPDBA_DB_ACC
    Provides access to Bridges database tables for Bridges application database administrators. (P5)
  • UF_N_BRIDGES_BUSANALYST_DB_ACC
    Provides access to Bridges database tables for Bridges business analysts. (P5)
  • UF_N_BRIDGES_CC_DB_ACC
    Provides access to Bridges database tables for Bridges change control team. (P5)
  • UF_N_BRIDGES_DEVELOPER_DB_ACC
    This role provides access to Bridges database tables for the Bridges developers. (P5)
  • UF_N_BRIDGES_PPM_DB_ACC
    This role provides Bridges users with read-only access to Project Portfolio Management (PPM). 
  • UF_N_BRIDGES_PSADMIN_DB_ACC
    This role provides access to Bridges database tables for the Bridges PeopleSoft administrators. (P5)
  • UF_N_BRIDGES_QA_DB_ACC
    This role provides access to Bridges database tables for the Bridges quality assurance team. (P5)
  • UF_N_BRIDGES_SECURITY_DB_ACC
    This role provides access to Bridges database tables for the Bridges security team. (P5)
  • UF_N_BRIDGES_SYSADMIN_DB_ACC
    This role provides access to Bridges database tables for the Bridges system administrators. (P5)
  • UF_N_BRIDGES_SYSDBA_DB_ACC
    This role provides access to Bridges database tables for Bridges system database administrators. (P5)
  • UF_N_EP_DS_DEVELOPER_DEV
    This role provides developer access to the Ascential application in the DEV instance.(P5)
  • UF_N_EP_DS_DEVELOPER_PRD
    This role provides developer access to the Ascential application in the PRD instance. (P5)
  • UF_N_EP_DS_DEVELOPER_QAT
    This role provides developer access to the Ascential application in the QAT instance. (P5)
  • UF_N_EP_DS_DEVELOPER_TST
    This role provides developer access to the Ascential application in the TST instance.(P5)
  • UF_N_EP_DS_MANAGER_DEV
    This role provides administrative access to the Ascential application in the DEV instance. (P5)
  • UF_N_EP_DS_MANAGER_PRD
    This role provides administrative access to the Ascential application in the PRD instance. (P5)
  • UF_N_EP_DS_MANAGER_QAT
    This role provides administrative access to the Ascential application in the QAT instance. (P5)
  • UF_N_EP_DS_MANAGER_TST
    This role provides administrative access to the Ascential application in the TST instance. (P5)
  • UF_N_EP_DS_OPERATOR_DEV
    This role provides Bridges operator access to the Ascential application in the DEV instance. (P5)
  • UF_N_EP_DS_OPERATOR_PRD
    This role povides Bridges operator access to the Ascential application in the PRD instance. (P5)
  • UF_N_EP_DS_OPERATOR_QAT
    This role provides operator access to the Ascential application in the QAT instance. (P5)
  • UF_N_EP_DS_OPERATOR_TST
    This role provides operator access to the Ascential application in the TST instance. (P5)
  • UF_N_EP_DS_USER_DEV
    This role provides developer access to the Ascential file system in the DEV instance.(P5)
  • UF_N_EP_DS_USER_PRD
    This role provides developer access to the Ascential file system in the PRD instance.(P5)
  • UF_N_EP_DS_USER_QAT
    This role Provides developer access to the Ascential file system in the QAT instance.(P5)
  • UF_N_EP_DS_USER_TST
    This role provides developer access to the Ascential file system in the TST instance.(P5)
  • UF_N_FIHR_SQL_ODBC
    Identifies supervisors who control access to the downloading of data from the Financial and Human Resource data on the ODBC / SQL Server. This role is strictly limited to a few selected core users who understand UF's data security policy and standards. The user will be contacted by email to provide additional information. (P5)
  • UF_N_MYUFLUPGRADE_UPD
    This role allows the user to design and build out the content for the myuflupgrade.ufl.edu web site. This role is available for selected Bridges staff and Core staff. 
  • UF_PA_DEVELOPER_PRD
    This role contains all Functional pages and access to security for the PRD instance only. This role should not be granted to a developer in any other instance. (P4)
  • UF_PT_DEVELOPER_PRD
    This role is for the PeopleTools developers for PRD. It contains the permission lists appropriate for a developer in the PRD instance only. This role should not be granted to a developer in any other instance. (P4)
  • UF_SA_DEVELOPER_PRD
    This role contains all Functional pages and access to security for the PRD instance only. This role should not be granted to a developer in any other instance. (P5)
  • UF_SF_BRIDGES
    This role provides Bridges Student Financials business analysts access needed to support the functionality for the Student Financial applications. This role is for Bridges Staff only. (P5)
  • UF_GTC eForms Administrator
    Role for the Bridges eForms Business Analyst responsible for maintaining eForms/ePAF setup tables and functionality. (P5)
  • UF_GTC eForms Admin–View Only
    View–only role for the Bridges eForms Business Analyst responsible for monitoring eForms/ePAF setup tables. (P4)
  • UF_LOA_SUPPORT
    Update the set-up data for Grad Waiver/Letter of Appointment application. The set-up pages included are for terms, sessions, appointment dates, the grad waiver processing, and grad waiver payroll calendars. This is a Bridges support role for the Grad Waiver/Letter of Appointment application. (P5)
  • UF_N_ISIS_INT_DASHBOARD_SUPPORT
    This allows the Bridges and ISIS Tech workers monitoring the interface to access dashboard and error correction tools for mantaining health of the interface. Contains additional testing and setup tools user dashboard cannot access. This is an ISIS based toolset. (P4)
  • UF_PA_IPAY_ADMIN
    This role is restricted to designated UF Bridges staff responsible for maintaining and supporting the IPAY eCommerce system. (P5)
  • UF_CC_DEMO_CORRECTION
    This role grants the ability to correct history on campus community demographic pages. This role is restricted to employees of UF Bridges. (P5)
  • UF_CC_DEMO_UPDATE
    This role grants the ability to update data on Campus Community demographic pages. This role is restricted to employees of UF Bridges. (P4)
  • UF_KA_Bridges
    This role allows Bridges staff to maintain the system configuration for HR Commitment Accounting for Bridges. (P5)
  • UF_N_MAINT_IS_SECURITY_RECORD
    This role allows users to maintain Information Systems Department security records. This role is intended for use by Bridges security staff only. When requesting the role the following information is required in the Authority Area: Application ID(s)=[insert value] and Terminal Netname=[insert value]. 
  • UF_IB_OPERATIONS
    This role allows access for Bridges-Operations staff to the Integration Broker Message Monitor Overview page. (P4)
  • UF_SA_EFORMS_ADMIN
    This role is for Bridges staff responsible for maintaining eForms in the Student Administration environment. (P5)
  • UF_SA_EQUATION_ENG_CONFIG
    This role allows access for Bridges-Operations staff to update the configuration of the equation engine and rules associated with system processes (e.g., Tuition Calc) in Campus Solutions. (P5)
  • XMLP Power User
    This role provides access to content in the XML Publisher folder, including the ability to query data sources for ad hoc reporting through Query Report Viewer and Query Report Scheduler. This role also provides access to report definitions and to the Content library, although access to the report definition bursting information is 'View only'. (P4)

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Miscellaneous

End User Roles
  • UF_EL_MANAGER
    This role allows users to enroll employees in training classes, view employees training history, and check course enrollment status. This functionality is automatically assigned to those with UF_HR_MANAGER/DEPT_ADMIN role. 
  • UF_N_UFF_APPLICATIONS
    This role allows users to manage rights to UF Foundation applications. 
  • UF_PA_Housing
    This role provides access to the Housing and Residence Education Information and Services Portal. Role requests must be approved by the Division of Housing and Residence Education. This role is usually reserved for Housing employees. (P1)
  • UF_PA_UFCN_MEMBER
    This role provides access to the UF Communicator Network, a collaboration area for all those involved with UF communications in any manner. The collaboration area contains marketing tools, templates, a discussion area, and news. (P1)
Core User Roles
  • UF_EL_ADMINISTRATOR
    This role is reserved for Training and Development core office staff. The role allows users to create new courses, sessions, and certification programs. Users may also close or reschedule course and sessions, as well as view, enroll, waitlist, or drop participants. Role allows users to send email notices to enrollees, track or manage training schedules, instructors, facilities, and participants. (P4)

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Facilities

End User Roles
  • UF_N_FPC_STARS_VIEW
    This role allows users to view data in the UF Space Tracking and Reporting System (UF STARS) managed by Facility Planning and Construction. 
  • UF_N_IND_COST_SP_ALLOC_AUTH
    Authorize space allocation. For dean, director or department chair or their designee (who must be, at least, a high–level TEAMS Exempt employee who is knowledgeable of the operations of the unit.) When requesting the role you must include the DeptID in the Authority Area. User is only allowed one indirect cost space role. 
  • UF_N_IND_COST_SP_ALLOC_BROWSE
    Browse space allocation. When requesting the role you must include the DeptID in the Authority Area. Contract &Grant employees who need access to all space should use ALL instead of DeptID. User is only allowed one indirect cost space role. 
  • UF_N_IND_COST_SP_ALLOC_CERTIFY
    Certify space allocation. When requesting the role you must include the DeptID in the Authority Area. User is only allowed one indirect cost space role. 
  • UF_N_SPACE_DEPT_UPDATE
    Update department information in space management system. When requesting the role you must include the DeptID in the Authority Area.
Core User Roles
  • UF_N_FPC_STARS_ADMIN
    This role allows users to edit data in the UF Space Tracking and Reporting System (UF STARS) managed by Facility Planning and Construction. (P4)
  • UF_N_FPC_STARS_TELE_COMM_ADMIN
    This role allows telecommunication administrators to edit wallplate data in the UF Space Tracking and Reporting System (UF STARS) managed by Facility Planning and Construction. (P4)
  • UF_N_FPC_STARS_BUILDING_ADMIN
    This role allows users to view building emergency contact data in the UF Space Tracking and Reporting System (UF STARS) managed by Facility Planning and Construction. (P4)
  • UF_N_FPC_STARS_RM_ATTR_UPD
    This role allows users to edit room attribute data in the UF Space Tracking and Reporting System (UF STARS) managed by Facility Planning and Construction. (P4)
  • UF_EP_RCM_BDG_SETUP
    This role allows the user to access, administer, and update the system configuration for RCM dimensional roll-up values within the UF Data Warehouse. This role is restricted to staff of the Office of University Budgets and Finance and Planning staff in the Office of the Vice President and Chief Financial Officer. Role usage requires extensive knowledge of UF's RCM modeling, RCM organizational structure, and Board of Trustees and Board of Governors reporting requirements. (P4)
  • UF_N_SP_IMAG_CLIENT_WORKBASKET
    Sponsored Programs Client Workbasket. User must be affiliated with department using imaging and has IBM Content Manager software license. When requesting the role you must include the user’s GatorLink username in the Authority Area. (P4)
  • UF_N_SP_IMAGING_CLIENT_VIEW
    Sponsored Programs Client View. User must be affiliated with department using imaging and has IBM Content Manager software license. When requesting the role you must include the user’s GatorLink username in the Authority Area. (P4)
  • UF_N_SP_IMAGING_CLIENT_MAX
    Sponsored Programs Client Max. User must be affiliated with department using imaging and has IBM Content Manager software license. When requesting the role you must include the user’s GatorLink username in the Authority Area. 
  • UF_N_SP_IMAGING_CLIENT_UPDATE
    Sponsored Programs Client Update. User must be affiliated with department using imaging and has IBM Content Manager software license. When requesting the role you must include the user’s GatorLink username in the Authority Area. 
  • UF_N_SP_IMAGING_VIEW
    View Sponsored Programs images. When requesting the role you must include the user’s GatorLink username in the Authority Area. (P4)

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