UF Bridges - Security Roles

Security

Security Roles

Below are all user security roles followed by their associated password policy (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 individual’s 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

| Enterprise Reporting | Query Access |

Finance

| Accounts Receivable and Billing | Asset Management

| Financial Business Unit Access | General Ledger and Budgets |

| Purchasing and Payables | Travel and Expense |

Grants

Human Resources

| Benefits | Effort Tracking | Hiring and Job Actions | Payroll | Time and Labor |

Student

| Campus Community | ISIS Student Academic | Student Administration

| Student Financials | Student Financials-Row Level Access | Student Records | Student Services |

System Access

| Data/Network Access | Directory | GatorLink Management | Portal | Security |

Other

| Miscellaneous |

Accounts Receivable and Billing

Financial Business Unit Access Roles
Required for any account with end- or core-user access to PeopleSoft Financial systems. These roles specify the business unit(s) to be accessed by an account.
UF_FI_FUNC_USER
Required for anyone who has an end or core user role for any myUFL Financial system.
U F_GL_FISCAL_FUNCTIONS and UF_GL_RESEARCH_REPORTING and 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_CR_AR_CASHIER
Manage the deposit business process. Collect payments from customers. Apply payments to open items via worksheets or directly journal them to the General Ledger as cash. User must complete training course PST021 prior to requesting role. (P3)
UF_CR_AR_REVIEWER
Run, view, and print reports related to invoice, payment, collection, and deposit transactions. (P3)
UF_CR_AR_TM_CP_PAYMENT
This role allows access to the Conversion Payment process. This role requires extensive knowledge of Accounts/Receivable processing and should only be requested by a limited number of Treasury Management core office staff. (P3)
UF_CR_BI_REVIEWER
Runs, views, and prints reports related to bills, invoices, and adjustments. (P3)
UF_CR_BI_SPECIALIST
Enter bills and make any adjustments. Use system functions such as bill copy and installment billing. Run the Generate Invoice and Reproduce Invoices processes. (P3)

Core User Roles

UF_CR_AR_TM
Run processes related to accounts receivable. Assigned only to very specific individuals in the Treasury Management office. (P4)
UF_CR_AR_UFS
Run processes related to accounts receivable, deposits, and collections. (P4)
UF_CR_AR_UFS_NON_BUD
Allows user to Enter Regular Deposits and Create Accounting Entries for those deposits without the ability to budget check. (P4)
UF_CR_CSR
Maintain all external customer contact information. Enter customers into the system. (P4)

Asset Management

Financial Business Unit Access Roles
Required for any account with end- or core-user access to PeopleSoft Financial systems. These roles specify the business unit(s) to be accessed by an account.
UF_FI_FUNC_USER
Required for anyone who has an end or core user role for any myUFL Financial system.
UF_GL_FISCAL_FUNCTIONS and UF_GL_RESEARCH_REPORTING and 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_AM_ASSET_REPORT
Run online delivered PeopleSoft reports available from the Asset Management menu. (P3)
UF_AM_INQUIRY
Inquire the Asset Management System. Hold physical custody of assets. Bear accountability for a capital asset. (P3)
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. (P3)
UF_N_AM_IMAGING_VIEW
View Asset Management Images - this function will be listed on the users Administrative Menu. (P3)
UF_PC_INQUIRY
Inquire on projects–related transactions and supporting information, in read–only mode. (P3)
UF_PC_REPORTING
Run, view and print reports related to project transactions. (P3)

Core User Roles

UF_AM_ADMINISTRATOR
Administer the configuration and maintenance of the Asset Management System including installation options, business unit definitions and options and product specific options. Reconcile Asset Management to General Ledger and other systems. Make adjusting entries in Asset Management General Ledger. Extract data for further analysis. Provide overall direction and oversight to Asset Management team. Validate process output. Run processes when the Asset Management Administrator is not available. Monitor ChartField coding accuracy. Authorize changes to system transactions and posted records. Identify assets for consolidation, utilization, reclassification and transfer. Query and view display–only information. Enter and correct owned and leased asset records. (P4)
UF_AM_ASSET_ADD
Enter Assets via Express Add. Enter Assets via Basic Add. Update other non–financial asset information. (P4)
UF_AM_ASSET_CHANGE
Adjust, transfer and recategorize assets. (P4)
UF_AM_ASSET_RETIRE
Retire financial and non–financial assets. Reinstate financial and non–financial assets. (P4)
UF_AM_EXPRESS_ADD
Enter Assets via Express Add. (P4)
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. (P3)
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. (P3)
UF_AM_INCOMING_RECORDS_RVW
Role needed to run transactions and interfaces to load assets. Approve asset–related information. (P3)
UF_AM_INVENTORY_MGR
Role for users who manage the physical inventory process; use for asset scanning and scan reconciliation. (P4)
UF_FI_MASSCHANGE_PM
This role is restricted to Property Management staff. When assigning this role, the permission list UFFINP–MASSCHANGE–PM must be assigned to the Primary Profile of the user’s profile in Financials. (P4)
UF_PC_ANALYST
This role is for users who reconcile budgets and actuals transactions, and use the reconcile project costing subsystem to General Ledger and/or other subsystems. User will be able to adjust entries in PC subsystem and/or General Ledger, and extract information for further analysis. (P4)
UF_PC_CONST_PROJ_ADMIN
This is role is used to create new projects in PeopleSoft Projects. User will be able to administer and update the PC system configuration, collect budget requests from project personnel, review and consolidate original and revised budget submissions, coordinate budget review and approval. User will also be able to submit project managerial budgets to Finance and Accounting for PeopleSoft General Ledger upload. Audit completeness and accuracy of project receipts and expenditures, identify corrections and additions to project receipts and expenditures, establish final project cost, and determine the breakdown of project cost for use in asset capitalization and depreciation. Run project–related processes. Monitor data integrity. Create and maintain project budgets. (P4)
UF_PC_PROJECT_ADMIN
Create new projects in PeopleSoft Projects. Administer and update the PC system configuration. Collect budget requests from project personnel. Review and consolidate original and revised budget submissions. Coordinate budget review and approval. Submit project managerial budgets to Finance and Accounting for PeopleSoft General Ledger upload. Audit completeness and accuracy of project receipts and expenditures. Identify corrections and additions to project receipts and expenditures. Establish final project cost. Determine breakdown of project cost for use in asset capitalization and depreciation. Run project–related processes. Monitor data integrity. (P4)
UF_PC_PROJECT_CREATE
Abbreviated Project Administrator role use by business units which intend to use the project_id field as a GL ChartField and will not need the full suite of Projects functions. Training required; coordinate through Construction Accounting. (P3)

Bridges User Roles

UF_AM_BRIDGES
Administer and update system configuration. Run product–related processes. Monitor data integrity. (P5)
UF_FI_MASSCHANGE_BR
Run mass changes for Asset Management. Restricted to Bridges Asset Management staff. (P5)

Benefits

ReportSuperUser
This role is 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_BN Department Leavekeeper
This role allows the users to review and approve leave input by department employees. The user can also handle leave corrections. Note: This role should be requested with UF_TL Payroll Processor. (P3)
UF_BN View/Inquiry
This role provides view/inquiry access over various department and central offices for budget for benefits costs. This role is for employees who need access to the information but do not perform benefits transactions. (P3)

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 bnefit choices. (P4)
UF_BN Savings Ext Update
This is a core user role, with acess 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)

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)

Bridges User Roles

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)

Data/Network 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
Provide Access to a read-only Department of Continuing Education folder on the UF Bridges File Delivery Server. This role provides access to a read-only Department of Continuing Education Exit folder on the UF Bridges File Delivery Server. This role should only be requested for UF employees in positions of special trust for DOCE only. 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_ERP
This role allows user access to Virtual Private Network (VPN) connection with ERP access. When requesting the role you must include the user’s GatorLink Username in the Authority Area. (P3)

Core User Roles

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 UF 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_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 UF 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 UF University Financial Services (UFS) Cashiering office 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 the UF Computing & Networking Services (CNS) office who are in positions of special trust. (P4)
UF_N_IN_COM_MFR_FileAcc
This role is to grant WebDav access to Bridges Staff. This access is read/write/update and allows files to be written to this folder by Bridges Staff. (P4)
UF_N_IN_Construc_UFS_FileAcc
Write access to WebDAV folder for Construction to allow access to the UFS downloaded files. (P4)
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 UF University Financial Services (UFS) who are 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 UF 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 UF Department of Housing & 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 the UF Office 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 UF 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 UF Office of the University Registrar (OUR) 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_TrafficPrk_UFS_FileAcc
This role provides access to upload files to the ‘TrafficPrk/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 Transportation and Parking Services office who are in positions of special trust. (P4)
UF_N_OUT_AcadTech_UFS_FileAcc
Read-only access to WebDAV folder for Academic Technology to allow access to UFS downloaded files. (P4)
UF_N_OUT_Bookstore_UFS_FileAcc
Read-only access to WebDAV folder for Bookstore to allow access to the UFS downloaded files. (P4)
UF_N_OUT_BusServce_UFS_FileAcc
Read-only access to WebDAV folder for Business Services to allow for access to the downloaded files from UFS. (P4)
UF_N_OUT_Circa_UFS_FileAcc
Read-only access to WebDAV folder for CIRCA to allow access to UFS downloaded files. (P4)
UF_N_OUT_CNS_UFS_FileAcc
Read-only access to WebDAV folder for CNS to allow access to UFS downloaded files. (P4)
UF_N_OUT_COM_MFR_FileAcc
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
Read-only access to WebDAV folder for Construction to allow access to the UFS downloaded files. (P4)
UF_N_OUT_Housing_UFS_FileAcc
Read-only access to WebDAV folder for Housing to allow for access to downloaded files from UFS. (P4)
UF_N_OUT_Library_UFS_FileAcc
Read-only access to WebDAV folder for Library to allow access to UFS downloaded files. (P4)
UF_N_OUT_StuHealth_UFS_FileAcc
Read-only access to WebDAV folder for Student Health to allow access to the UFS downloaded files. (P4)
UF_N_OUT_TrafficPk_UFS_FileAcc
Read-only access to WebDAV folder for Traffic and Parking to allow for access to downloaded files from UFS. (P4)
UF_N_PayrollServices_FileAcc
Provide 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
Provide 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
Provide 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
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
UFS Exit Folder Access. 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. The reason for this service is that 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)

Bridges User Roles

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_FI_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_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
Provides access to Bridges database tables for Bridges developers. (P5)
UF_N_BRIDGES_PSADMIN_DB_ACC
Provides access to Bridges database tables for Bridges PeopleSoft administrators. (P5)
UF_N_BRIDGES_QA_DB_ACC
Provides access to Bridges database tables for Bridges quality assurance team. (P5)
UF_N_BRIDGES_SECURITY_DB_ACC
Provides access to Bridges database tables for Bridges security team. (P5)
UF_N_BRIDGES_SYSADMIN_DB_ACC
Provides access to Bridges database tables for Bridges system administrators. (P5)
UF_N_BRIDGES_SYSDBA_DB_ACC
Provides access to Bridges database tables for Bridges system database administrators. (P5)
UF_N_EP_DS_DEVELOPER_DEV
Provides developer access to the Ascential application in the DEV instance.(P5)
UF_N_EP_DS_DEVELOPER_PRD
Provides developer access to the Ascential application in the PRD instance. (P5)
UF_N_EP_DS_DEVELOPER_QAT
Provides developer access to the Ascential application in the QAT instance. (P5)
UF_N_EP_DS_DEVELOPER_TST
Provides developer access to the Ascential application in the TST instance.(P5)
UF_N_EP_DS_MANAGER_DEV
Provides administrative access to the Ascential application in the DEV instance. (P5)
UF_N_EP_DS_MANAGER_PRD
Provides administrative access to the Ascential application in the PRD instance. (P5)
UF_N_EP_DS_MANAGER_QAT
Provides administrative access to the Ascential application in the QAT instance. (P5)
UF_N_EP_DS_MANAGER_TST
Provides administrative access to the Ascential application in the TST instance. (P5)
UF_N_EP_DS_OPERATOR_DEV
Provides operator access to the Ascential application in the DEV instance. (P5)
UF_N_EP_DS_OPERATOR_PRD
Provides operator access to the Ascential application in the PRD instance. (P5)
UF_N_EP_DS_OPERATOR_QAT
Provides operator access to the Ascential application in the QAT instance. (P5)
UF_N_EP_DS_OPERATOR_TST
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 standard. The user will be contacted by email to provide additional information. (P5)
UF_PA_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_PT_DEVELOPER_PRD
The PeopleTools developer role for PRD contains the permission lists that are appropriate for a developer in the PRD instance only. This 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 should not be granted to a developer in any other instance. (P5)

Directory

End User Roles

UF_N_DIR_ADD_PERSON
This role allows the user to add a person to the UF Directory. In ARS, enter the highest level DeptID for which the Directory Coordinator will have authority to add persons. For example, if 63100000 is requested, the Directory Coordinator will have access to departments 63100000, 63100100, 63100200, etc. (P3)
UF_N_DIR_BROWSE_DEMOG_INFO
This role allows the user to browse the following Directory fields: Name, Telephone, Address, Person Information, and Email. In ARS, enter the highest level DeptID for which the Directory Coordinator will have authority to browse demographic information. Note: If the Directory Coordinator will also have the "Relate Person" or "Add Person" roles, you must use ‚ALL‚ (without quotations) as the DeptID for this security role. (P3)
UF_N_DIR_MAINT_DEMOGRAPH_INFO
This role allows the user to maintain the following Directory fields: Name, Telephone, Address, Person Information, and Email. In ARS, enter the highest level DeptID for which the Directory Coordinator will have authority to maintain demographic information. (P3)
UF_N_DIR_RELATE_PERSON
This role allows the user to define a relationship between a person and an organization in the UF Directory. In ARS, enter the highest level DeptID for which the Directory Coordinator will have authority to relate a person to an organization. (P3)
UF_N_RETRIEVE_DEPT_AFFILIAT
This role allows the user to download employee demographic information (e.g, telephone, address, phone number) in the UF Directory. In ARS, enter the highest level DeptID for which the Directory Coordinator will have authority to retrieve demographic information. (P3)

Core User Roles

UF_N_DIR_ADMIN_LEVEL _ACCESS
This role allows the user to access SSNs and other sensitive information. Role access is limited to University Directory Administrators. (P3)
UF_N_DIR_BROWSE_EVENTS
This role allows users to browse the event history of a Directory entry. Role access is limited to University Directory Administrators. (P3)
UF_N_DIR_CHANGE_ADD_SSN
This role allows users to change or add a Social Security number (SSN). Role access is limited to University Directory Administrators. (P3)
UF_N_DIR_CHANGE_DIR_STATUS
This role allows users to change the Directory status for an individual. Role access is limited to University Directory Administrators. (P3)
UF_N_DIR_CHANGE_EMP_ORG_ID
This role allows users to change an employee’s primary DeptID. Role access is limited to University Director Administrators only. (P3)
UF_N_DIR_CHANGE_GEN_NEW_UFID
This role allows users to change an existing UFID number or generate a new UFID number. Role access is limited to University Directory Administrators. (P3)
UF_N_DIR_MAITAIN_ORGANIZATION
This role allows users to change or add information about an organization in the UF Directory. In ARS, specify the type of organization(s) this individual will be allowed to maintain. Role access is limited to University Directory Administrators. (P3)
UF_N_DIR_ROLES_MAINT_FLAGS
This role allows users to maintain financial and academic flags. Role access is limited to University Directory Administrators. (P3)
UF_N_DIR_ROLES_PERSONAL_RELA
This role allows users to add personal relationships like spouse, child, etc. Role access is limited to University Directory Administrators. (P3)
UF_N_DIR_ROLES_UF_SEC_ROLES
This role allows users to manage UF security roles. Role access is limited to University Directory Administrators and Bridges Security only. (P3)
UF_N_DIR_ROLES_UNIV_ROLES
This role allows users to manage University roles. Role access is limited to University Directory Administrators only. (P3)
UF_N_DIR_SECURE_PERSON
This role allows users to secure a person in the Directory. Role access is limited to University Directory Administrators. (P3)
UF_N_RETRIEVE_DEPT_AFFIL_ADMIN
This role allows users to download employee demographic information (e.g, telephone, address, phone number) in the UF Directory. In ARS, enter the DeptID for which the Directory Administrator will have authority to retrieve demographic information. Role access is limited to University Directory Administrators. (P3)
UF_N_SHANDS_DIR_ADD
This role allows users to add Shands employees to UF Directory. Role access is limited to Directory Coordinators for Shands personnel. (P3)
UF_N_UFID_GROUP_TRANSLATOR
This role allows users to enter SSNs and find out if a UFID is assigned, and vice versa. Role access is limited to Directory Administrators. (P3)

Effort Tracking

End User Roles

UF_ET_FPAR_AUTHORIZER
Approves the Faculty and Professional Activity Report submitted in myUFL by the certifier. This role is limited to Deans, Directors, and Department Chairs; training is strongly recommended but not required. Authorizers will also need the reporting role UF_ER_HRPR_Workforce. (P3)
UF_ET_FPAR_CERTIFIER
Updates the Faculty and Professional Activity Report. Training is required prior to receiving the role. Certifiers will also need reporting role UF_ER_HRPR_Workforce. (P3)

Enterprise Reporting

End User Roles

UF_ER_FI_ASSET_MGMT
Contains current asset management material for property, facilities and inventory-related material. (P3)
UF_ER_FI_Budget
Contains current Budget management material for personnel and other support budget information. Fee Waiver financial management information is included. (P3)
UF_ER_FI_Budget_Oper
Contains Operating Budget content for college and departments. (P3)
UF_ER_FI_Budget_Prep
Contains Budget preparation content for college and departments. (P3)
UF_ER_FI_Exp_and_Travel
Expense and Travel content. (P3)
UF_ER_FI_Ledger
Contains General Ledger reports and analytics. Expenditure analytics, and Control (available balance) management reporting. (P3)
UF_ER_FI_Purchasing
Contains Purchasing reports and analytics for college, departments and administrative users. (P3)
UF_ER_FI_SponsResearch
Contains Sponsored Research and Grant management reports and analytics. Includes pre and post award content. (P3)
UF_ER_HRPR_Ben_Leave
Contains Employee Leave Program analytics and reports for reviewing various needs of college - department administration. (P3)
UF_ER_HRPR_Benefits
Contains Benefit Programs, for both employee and employer paid, employee leave, and other non pay additives and programs that support the compensation packages of the UF Workforce. (P3)
UF_ER_HRPR_Pay_Cost
Current year Cost Distribution history and analytic reports. (P3)
UF_ER_HRPR_Pay_CurrPayCycle
Contains material for reviewing the current and recent pay periods. Includes both on and off cycle pay warrant and correction material. Reports include pay list, pay statistics, and pay funding. (P3)
UF_ER_HRPR_Pay_Warrant
Current year Warrant history and periodic reports. (P3)
UF_ER_HRPR_Pay
Contains Pay Information of both Warrant details and Payroll Cost information. Payroll analytics for reviewing accuracy and trends in Pay data. (P3)
UF_ER_HRPR_Workforce
Workforce Reports, Analytics and Query tools to review jobs, salary and other key workforce factors. (P3)
UF_ER_PA_Application_Access
Contains information regarding the assignment of PeopleSoft Security Roles (for DSA's). (P3)
UF_ER_SA_Student_Financials
Provides reports, analytics, and ad-hoc queries for myUFL Student Financials balances, transactional details, and accounting information. (P3)
UF_ER_SNB_02050000_User
This is an end user role available to PV-INSTITUTIONAL RESEARCH only. It allows access to the Special Newsbox for 02050000 - PV-INSTITUTIONAL RESEARCH. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3)
UF_ER_SNB_13000000_User
This is an end user role available to College of Fine Arts only. It allows access to the Special Newsbox for 13000000 College of Fine Arts. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3)
UF_ER_SNB_16000000_User
This role allows for access to the organizational folder structure for the College of Liberal Arts and Sciences and access to execute reports, queries, and views within department structure. (P3)
UF_ER_SNB_17000000_User
This role allows for access to the organizational folder structure for the College of Business and access to execute reports, queries, and views within department structure. (P3)
UF_ER_SNB_20010000_User
This is an end user role available to International Center only. It allows access to the Special Newsbox for 20010000 - International Center. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3)
UF_ER_SNB_29050000_User
This is an end user role available to Department of Medicine only, allowing access to the Special Newsbox for 29050000 Department of Medicine. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3)
UF_ER_SNB_50010000_User
This is an end user role available to UF Foundation only. It allows access to the Special Newsbox for 50010000 UF Foundation. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3)
UF_ER_SNB_60013800_User
This is an end user role available to AG-Budget/Finance only. It allows access to the Special Newsbox for 60013800 AG-Budget/Finance. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3)
UF_ER_SNB_60070000_User
This is an end user role available to Agricultural and Biological Engineering only. It allows access to the Special Newsbox for 60070000 Agricultural and Biological Engineering. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3)
UF_ER_SNB_60100000_User
This is an end user role available to Microbiology & Cell Science only. It allows access to the Special Newsbox for 60100000 Microbiology & Cell Science. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3)
UF_ER_SNB_60300000_User
This is an end user role available to UF Leadership & Education Foundation Inc only. It allows access to the Special Newsbox for 60300000 UF Leadership & Education Foundation Inc. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3)
UF_ER_SNB_60730000_User
This is an end user role available to Citrus Research and Education Center only. It allows access to the Special Newsbox for 60730000 Citrus Research and Education Center. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3
UF_ER_SNB_61000000_User
This is an end user role available to General Accounting only. It allows access to the Special Newsbox for 61000000 VP for Business Affairs. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3)
UF_ER_SNB_64601000_User
This is an end user role available to General Accounting only. It allows access to the Special Newsbox for 64601000 General Accounting. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3)
UF_ER_SNB_68020000_User
This role allows access to the organizational folder structure for Business Services and access to execute reports, queries, and views within department structure. (P3)
UF_ER_SNB_68040000_User
This role allows access to the organizational folder structure for Traffic and Parking and access to execute reports, queries, and views within department structure. (P3)
UF_ER_SNB_95350000_User
This is an end user role available to staff of the UF Research Foundation. It allows access to the Special Newsbox for 95350000 UF Research Foundation. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3)
UF_ER_Special_NewsB_13000000
This is an end user role available to College of Fine Arts only, allowing access for the administrators of the Special Newsbox 13000000 College of Fine Arts. 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 designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3)
UF_ER_Special_NewsB_20010000
This is an end user role available to staff of the International Center. It allows access for the administrators of the Special Newsbox 20010000 – International Center. 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_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 designated by the department to create an organizational folder structure and save reports, queries, and views within that structure. (P3)
UF_ER_Special_NewsB_50010000
This is an end user role available to staff of the UF Foundation, allowing access for the administrators of the Special Newsbox 50010000 UF Research Foundation. 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_60013800
This is an end user role available to staff of the AG-Budget/Finance department, allowing access for the administrators of the Special Newsbox 60013800 AG Budget/Finance. 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_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. (P3)
UF_ER_Special_NewsB_60100000
This is an end user role available to the staff of Microbiology & Cell Science, allowing access for the administrators of the Special Newsbox 60100000 Microbiology & Cell Science. 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_60150000
This is an end user role available to Food Science and Human Nutrition only, allowing access for the administrators of the Special Newsbox 60150000 Food Science and Human Nutrition. 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_60150000_User
This is an end user role available to Food Science and Human Nutrition only, allowing access for the administrators of the Special Newsbox 60150000 Food Science and Human Nutrition. Special Newsbox USERS are designated by the department to have access to the organizational folder structure and execute reports, queries, and views within that structure. (P3)
UF_ER_Special_NewsB_60300000
This is an end user role available to UF Leadership & Education Foundation Inc., allowing access for the administrators of the Special Newsbox 60300000 UF Leadership & Education Foundation, Inc. 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_60730000
This is an end user role available to Citrus Research and Education Center, allowing access for the administrators of the Special Newsbox 60730000 - Citrus Research and Education Center. 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_61000000
This is an end user role available to VP for Business Affairs only. It allows access for the administrators of the Special Newsbox 61000000 - VP for Business Affairs. 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_64601000
This is an end user role available to Citrus Research and Education Center only. It allows access for the administrators of the Special Newsbox 64601000 - Citrus Research and Education Center. 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_68020000
This role allows access for the administrators of the Special Newsbox 68020000 (Business 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)
UF_ER_Special_NewsB_68040000
This role allows access for the administrators of the Special Newsbox 68040000 (Traffic and Parking). 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_95350000
This is an end user role available to UF Research Foundation only. It allows access for the administrators of the Special Newsbox 95350000 UF Research Foundation. 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_HCSC_ADMIN
HSC Reporting Administrator. This is an end user role available to HSC only. It allows access for the administrators of the Special Newsbox HSC. 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_USER
Provides basic access to enterprise reporting. (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. (P3)
UF_EP_USER
This role allows EP global/universal access that grants sign on and non-page permissions. (P3)
UF_ER_FI_ALL
This role allows access to all financial reports. (P3)
UF_ER_FI_Budget_ALL
This role allows access to all budget reporting reports. (P3)
UF_ER_FI_BudgetC_Oper
This role allows access to operating budget content for central office and management. (P3)
UF_ER_FI_BudgetC_Prep
Contains Budget preparation content for Central Budget office and management. (P3)
UF_ER_FI_BudgetCentral
This role allows access to Budget content for the Budget Director and other central management areas. (P3)
UF_ER_FI_Ledger_ALL
Access to all ledger reporting reports. (P3)
UF_ER_FI_Ledger_Control
Control and available balance reports analytics and query tools. (P3)
UF_ER_FI_Ledger_Dept
Actual Ledger analytics and reports. (P3)
UF_ER_FI_ PRIVATE
This role allows access to reports, analytics, and ad-hoc queries for myUFL Financials balances, transactional details, and accounting information. Users with this role also have access to private data within the Finance datamarts. (P5)
UF_ER_FI_Purchasing_ALL
Access to all purchasing reports. (P3)
UF_ER_FI_Purchasing_ALL UF_ER_FI_PurchasingCentral
Contains content and monitoring for purchasing administration. (P3)
UF_ER_FI_Recon_CORE
This is a Core user role available to General Accounting Core Office personnel only. It allows access for General Accounting to conduct audits of the Monthly Financial Reports. (P3)
UF_ER_FI_SponsResearch_ALL
Access to all sponsored research reports. (P3)
UF_ER_FI_SponsRschCentral
Central offices analytics and reports for pre and post award. Contains sensitive information. (P3)
UF_ER_HRPR_ALL
Contains all HR reporting roles: UF_ER_HRPR_Benefit_ALL and UF_ER_HRPR_Pay_ALL. (P3)
UF_ER_HRPR_BenC_Leave
Contains sensitive and private leave information. Data within this folder is very secure and may have HIPPA considerations. (P3)
UF_ER_HRPR_Benefit_ALL
Access to all Benefit program reports. (P3)
UF_ER_HRPR_BenefitCentral
University management level benefits management analytics and reports. Data within this folder should be considered sensitive and treated securely. (P3)
UF_ER_HRPR_Pay_ALL
Access to all pay related reports. (P3)
UF_ER_HRPR_PayC_Cost
Contains private and central office info for the current fiscal year cost. (P3)
UF_ER_HRPR_PayC_Warrant
Contains private and central office info for the current calendar year pay warrants. (P3)
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
Contains Student Waiver Information. (P3)
UF_ER_HRPR_WKforce_AffmAct
Contains EEO reports and studies related to the Affirmative Action and EEO statistics of the departments and colleges. This role is highly restricted. (P3)
UF_ER_HRPR_Workforce_ALL
Access to all HR workforce reports. (P3)
UF_ER_PA_Applic_AccessCentral
Contains information regarding the assignment of PeopleSoft Security Roles Data within this folder should be considered sensitive and treated securely (for Bridges Staff). (P3)
UF_ER_SA_SECURED
Core office role 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)

Financial Business Unit Access

Primary PeopleSoft Accounts

These roles specify the business unit(s) access to be associated with a primary PeopleSoft account. One - and only one - of these roles is required on any primary PeopleSoft account in conjunction with any other end- or core-user role that provides access to PeopleSoft Financial systems. Accounts that do not have any end- or core-user Financial roles assigned to them do not need one of these roles. Learn more...

UF_SY_BUSUNIT_ALL
Provides a primary PeopleSoft account with access to all business units in PeopleSoft Financials systems. Highly restricted to selected personnel in UF administrative offices. (P4)
UF_SY_BUSUNIT_CREFN
Provides a primary PeopleSoft account with access to the Citrus Research and Education Foundation. (CREFN) business unit in PeopleSoft Financials systems. Requests for this role will be reviewed by the Citrus Research and Education Foundation. (P3)
UF_SY_BUSUNIT_F4HFI
Provides a primary PeopleSoft account with access to the Florida 4-H Club Foundation, Inc. (F4HFI) business unit in PeopleSoft Financials systems. Requests for this role will be reviewed by the Florida 4-H Club Foundation. (P3)
UF_SY_BUSUNIT_FFSPI
Provides a primary PeopleSoft account with access to the Florida Foundation Seed Producers, Inc. (FFSPI) business unit in PeopleSoft Financials systems. Requests for this role will be reviewed by the Florida Foundation Seed Producers. (P3)
UF_SY_BUSUNIT_SWRFI
Provides a primary PeopleSoft account with access to the SW Florida Research and Education Foundation. (SWRFI) business unit in PeopleSoft Financials systems. Requests for this role will be reviewed by the SW Florida Research and Education Foundation. (P3)
UF_SY_BUSUNIT_TCRFI
Provides a primary PeopleSoft account with access to the Treasure Coast Agricultural Research Foundation. (TCRFI) business unit in PeopleSoft Financials systems. Requests for this role will be reviewed by the Treasure Coast Agricultural Research Foundation. (P3)
UF_SY_BUSUNIT_UFFND
Provides a primary PeopleSoft account with access to the UF Foundation, Inc. (UFFND) business unit in PeopleSoft Financials systems. Requests for this role will be reviewed by the UF Foundation. (P3)
UF_SY_BUSUNIT_UFICO
Provides a primary PeopleSoft account with access to the UF Investment Corporation (UFICO) business unit in PeopleSoft Financials systems. Requests for this role will be reviewed by the UF Investment Corporation. (P3)
UF_SY_BUSUNIT_UFLCA
Provides a primary PeopleSoft account with access to the UF Law Center Association, Inc. (UFLCA) business unit in PeopleSoft Financials systems. Requests for this role will be reviewed by the UF Law Center Association, Inc. (P3)
UF_SY_BUSUNIT_UFLEF
Provides a primary PeopleSoft account with access to the UF Leadership and Education Foundation, Inc. (UFLEF) business unit in PeopleSoft Financials systems. Requests for this role will be reviewed by the UF Leadership and Education Foundation. (P3)
UF_SY_BUSUNIT_UFLOR
Provides a primary PeopleSoft account with access to data for the University of Florida (UFLOR) business unit in PeopleSoft Financials systems. (P3)
UF_SY_BUSUNIT_UFRFI
Provides a primary PeopleSoft account with access to the UF Research Foundation, Inc. (UFRFI) business unit in PeopleSoft Financials systems. Requests for this role will be reviewed by the UF Research Foundation. (P3)

Business Unit (DSO) Accounts

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_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)

Bridges Roles

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)

GatorLink Management

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. (P3)
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. (P3)
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. (P3)

Core User Roles

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 GatorLink Helpdesk 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. (P3)
UF_SEC_PWD_LEVEL1
This role is used by members of the GatorLink Helpdesk to manually assign a users a level 1 password and allow the holder to reset a password of the same level. Note: All requests for this role must be initiated by GatorLink Administration. (P1)
UF_SEC_PWD_LEVEL2
This role is used by members of the GatorLink Helpdesk to manually assign a level 2 password and allow the holder to reset a password of the same level. Note: All requests for this role must be initiated by GatorLink Administration. (P2)
UF_SEC_PWD_LEVEL3
This role is used by members of the GatorLink Helpdesk to manually assign users a level 3 password and allow the holder to reset a password of the same level. Note: All requests for this role must be initiated by GatorLink Administration. (P3)
UF_SEC_PWD_LEVEL4
This role is used by members of the GatorLink Helpdesk to manually assign users a level 4 password and allow the holder to reset a password of the same level. Note: All requests for this role must be initiated by GatorLink Administration. (P4)
UF_SEC_PWD_LEVEL5
This role is used by members of the GatorLink Helpdesk to manually assign users a level 5 password and allow the holder to reset a password of the same level. Note: All requests for this role must be initiated by GatorLink Administration. (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)

General Ledger and Budgets

UF_FI_FUNC_USER
Required for anyone who has an end or core user role for any myUFL Financial system.
UF_GL_FISCAL_FUNCTIONS and UF_GL_RESEARCH_REPORTING and 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.
Financial Business Unit Access Roles
Required for any account with end- or core-user access to PeopleSoft Financial systems. These roles specify the business unit(s) to be accessed by an account.

End User Roles

UF_ER_FI_Budget
Provides access to budget management content in Enterprise Reporting, including fee waiver financial management information, for colleges and departments. Folder access includes: Financial Information, Budget, and Delivered Salary Status Detail Cost Projection. User must also have UF_ER_USER. Do not assign if user already has UF_ER_FI_BUDGET_PREP or UF_ER_FI_BUDGET_OPER. (P3)
UF_ER_FI_Budget_Oper
Provides access to operating budget content in Enterprise Reporting for colleges and departments. Folder access includes: Financial Information, Budget, Delivered Salary Status Detail Cost Projection, and Operating Budget. User must also have UF_ER_USER. (P3)
UF_ER_FI_Budget_Prep
Provides access to budget preparation content in Enterprise Reporting for colleges and departments. Folder access includes: Financial Information, Budget, Delivered Salary Status Detail Cost Projection, and Budget Preparation. User must also have UF_ER_USER. (P3)
UF_GL_JOURNAL_BUDGET
This role will allow users to enter journals associated with UF’s BUDGETS ledger group for use in managerial budget reporting and update any budget journals that myUFL has not processed during the overnight batch schedule. The UF_GL_JOURNAL_BUDGET conflicts with the UF_GL_JOURNAL_AUTHOR role, a user should not have both roles. (P3)

Core User Roles

UF_AUDITOR_CHARTFIELDS
View mapping ChartFields. View PeopleSoft ChartFields. Note: This role is for the staff of the Office of Audit and Compliance Review only. (P4)
UF_BANK_RECONCILER
Load daily bank activity reports. Reconcile disbursement and depository activity to bank balances. Identify processing errors. Assist in resolution of differences between bank and book balances. (P4)
UF_ER_FI_BUDGET_ALL
Provides access to all budget content in Enterprise Reporting. For Budget Director and other selected central management areas that include E&G, HSC, IFAS budget and financial offices. User must also have UF_ER_USER. Do not assign if user already has UF_ER_FI_ALL. (P3)
UF_ER_FI_BUDGETC_OPER
Provides access to most budget content in Enterprise Reporting, including all operating budget data. For central management areas. Folder access includes: Financial Information, Budget, Delivered Salary Status Detail Cost Projection, Operating Budget, Budget Central, and [Central] Operating Budget. User must also have UF_ER_USER. Do not assign if user already has UF_ER_FI_ALL or UF_ER_FI_BUDGET_ALL. (P3)
UF_ER_FI_BUDGETC_PREP
Provides access to most budget content in Enterprise Reporting, including all budget preparation data. For central management areas. Folder access includes: Financial Information, Budget, Delivered Salary Status Detail Cost Projection, Budget Preparation, Budget Central, and [Central] Budget Preparation. User must also have UF_ER_USER. Do not assign if user already has UF_ER_FI_ALL or UF_FI_BUDGET_ALL. (P3)
UF_FI_BA_RECON_DSO
Perform Enter Bank Statements and Review Bank Statements before the reconciliation process is run. Also, access Manual Reconciliation for manually reconciling exceptions to the auto recon process and will also be used to manually reconcile wires and EFT's. (P5)
UF_GL_ALLOC_MAINT_UFFND
Ability to update allocations. This role is limited to specific GL core users at the UF Foundation. (P3)
UF_GL_ALLOCATIONS_ INQUIRY
Perform inquiry on rules related to assessing interest and overhead allocations. (P3)
UF_GL_ALLOCATIONS_PROCESSOR
View and run Allocations. Note: This role is intended for the core users in the General Accounting office. (P4)
UF_GL_BATCH_CORE
Allows core staff in central office to run GL batch processes such as Generate Journals, Edit Journals, Request Budget Check, and Process Posting. (P4)
UF_GL_JOURNAL_AUTHOR
Enter and correct generic, template, and recurring journals. Run journal edit and budget check on an adhoc basis. (P4)
UF_GL_JOURNAL_POST
Be responsible for the integrity of the general ledger. Review journal entries that have been created. Flag the journal to post. (P4)
UF_GL_OPEN_CLOSE_PERIOD
Intended for a handful of users in the General Accounting office of Finance and Administration to allow access to Open/Close Periods for GL and subsystems. (P4)
UF_GL_OPEN_CLOSE_PERIOD_DSO
Allows access to Open/Close Periods for GL and subsystems (e.g., AP, EX, AM, BI, AR, PC). This role is highly restricted and limited to Direct Service Organizations (DSOs). (P4)
UF_GL_SUMMARY_LEDGER
Ability to view summary ledger definition and update to run the summary ledger build process. This is role is restricted to core GL users. (P3)
UF_GL_SUSPENSE_CORRECTION
Correct suspended journal entries from Account Summary, Cashier, and Net Check systems. (P4)
UF_GL_SYSTEM_INTEGRITY
Reconcile budget and actuals transactions. Reconcile subsystems to general ledger. Extract data for further analysis. Monitor data integrity. (P4)
UF_GL_UFFND_CORRECTION
This role has correction mode for components GIFT FEE CD GROUP and OU SEARCH. This role is highly restricted and limited to UF Foundation employees. (P3)
UF_GL_UFFND_UPD
This role has all the custom pages built in PeopleSoft for UFFND, with full access rights (minus correction mode). Ability to view all the UFFND PeopleSoft data via query. This role is highly restricted and limited to UF Foundation employees. (P3)
UF_KK_BUDGET_ADMIN_CORR
This role will be used by University Budget Office and General Accounting to update KSEC rules and open/close budget periods. (P5)
UF_KK_CTRL_BUDG_AUTHOR
Provides ability for budget entry. (P4)
UF_PC_PROJECT_CREATE
Abbreviated Project Administrator role for use by business units which intend to use the project_id field as a GL chartfield and will not need the full suite of Projects functions. (P3)

Bridges User Roles

UF_FI_BRIDGES_UFFND
View access to most PeopleSoft Financials for the UF Foundation. Ability to query UFFND custom tables. This role is restricted to Bridges employees. (P4)
UF_KK_BUDGET_CLOSE
Maintain budget closing rules for auxiliary and state appropriated funds. (P4)

Grants

UF_FI_FUNC_USER
Required for anyone who has an end or core user role for any myUFL Financial system.
UF_GL_FISCAL_FUNCTIONS and UF_GL_RESEARCH_REPORTING and 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.
Financial Business Unit Access Roles
Required for any account with end– or core–user access to PeopleSoft Financial systems. These roles specify the business unit(s) to be accessed by an account.

End User Roles

UF_GM_DEPT/COLL
Update and edit proposals for the department. Create proposals and budgets. Conducts pre–award audits to ensure compliance with established grant and project management guidelines. Inquires on workflow activity and supporting information, in read–only mode. Note: This role needs Grants/Proposal Department identified. (P3)
UF_GM_INQUIRER
Pre–award functionality only. Inquire on Sponsored Program activity Proposals in read–only mode. (P3)
UF_GM_PC_BUDREPRT_MGR
Allows users to access and update the Re–Budget page. Users will be able to create a detailed budget for level 3 projects that will be used for project reporting. Intended for Principal Investigators and Department Administrators. (P3)
UF_GM_PC_INQUIRY
Post–award functionality only. Inquire on Sponsored Programs activity for Awards and Projects in read–only mode. Note: For principal investigators (PI), Chairs, Deans, Department Support Staff. (P3)
UF_GM_PI_CI_OTH_PER
Update and edit proposals on which the end user is listed as a resource (PI, CoPI, Key Personnel or Other Personnel). Create proposals. PI and Co–PI also approve Proposals on which they are listed. (P3)
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. (P3)
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. (P3)
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. (P3)
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. (P3)
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. (P3)
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. (P3)
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. (P3)
UF_WF_APPROVER_CHAIR
Workflow role. Approves proposals at the department level. Monitor workflow setup accuracy and completeness. Authorize changes to workflow set up. Authorize additions and changes in user authority, roles and routings. Authorize alternate user designations. Monitor expiration of alternate user designations. Override workflow exceptions. Resolve processing errors. (P3)
UF_WF_APPROVER_DEAN
For Deans or those designated to sign proposals for the dean including College of Medicine, IFAS Sponsored Research offices and Engineering Sponsored Research offices who are signing for their deans. Workflow role. Approve proposals at the College level. Monitor workflow setup accuracy and completeness. Authorize changes to workflow set up. Authorize additions and changes in user authority, roles and routings. Authorize alternate user designations. Monitor expiration of alternate user designations. Override workflow exceptions. Resolve processing errors. (P3)
UF_WF_APPROVER_DSR
Only for DSR to finalize proposal signatures on behalf of the university. Workflow role. Monitor workflow setup accuracy and completeness. Authorize changes to workflow set up. Authorize additions and changes in user authority, roles and routings. Authorize alternate user designations. Monitors expiration of alternate user designations. Overrides workflow exceptions and resolves processing errors. (P4)

Core User Roles

UF_GM_ADMIN
This is a core office role that separates out some special system processes from normal daily operating duties. This role is restricted to members of the core Re–Integration project team. (P4)
UF_GM_AR_MAINT
Provides the capability to work with Maintenance Worksheets to make corrections to AR transactions. (P4)
UF_GM_AR_MANAGER
Process post–award work. Provide overall direction and oversight to the AR team. Validate process output. Provide Accounts Receivable maintenance. (P4)
UF_GM_BI_SPECIALIST
Provides the ability to update a large number of billing specialists on Grants billing contracts. This role is reserved for core users in the C&G office. (P4)
UF_GM_BILLING
Provides core access to run Grants Billing. Because running Billing can have adverse performance impacts, the ability to run Billing should be closely controlled by Bridges. Also, running Billing must be coordinated with Bridges to avoid conflicts with other processes. (P4)
UF_GM_C&G_MGT
Process post–award work. Review Award, Project or Contract setup. Oversee the Billing, Reporting, Accounts Receivable and central office support for Post–Award Financial monitoring and maintenance of Sponsored Programs Awards, Projects or Contracts. Monitor and approve C&G grant–related receipts and expenditures. Distribute Sponsored Programs–related information to user groups. Inquire on Sponsored Program activity Proposals, Awards and Projects. (P4)
UF_GM_C&G_STAFF
Process post–award work. Review Award/Project/Contract setup. Participate in the Billing, Reporting, Accounts Receivable and central office support for Post–Award/ Financial monitoring and maintenance of Sponsored Programs Awards, Projects and Contracts. Monitor and approve C&G grant–related receipts and expenditures. Distribute Sponsored Programs–related information to user groups. Inquire on Sponsored Program activity including Proposals, Awards and Projects. (P4)
UF_GM_DSR_MGT
Process pre–award work. Approve changes to grant proposals. Approve or rejects grant proposals. Oversee the grant submission and award processes. Monitor and approves DSR related receipts and expenditures. Distribute Sponsored Program–related information to user groups. Note: This role is for Division of Sponsored Research (DSR) Director, Associate or Assistant Directors only. (P4)
UF_GM_DSR_STAFF
Process pre–award work. Approve changes to grant proposals. Oversee the grant submission and award processes. Monitor and approves DSR related receipts and expenditures. Distribute Sponsored Program–related information to user groups. Note: This role is for Division of Sponsored Research (DSR) office staff only. (P4)
UF_GM_PC_BUDGET_ADMIN
Process post–award work. Administer and update the PC Budget system configuration. Run PC Budget–related processes. Monitor data integrity. Collect budget requests from project personnel. Review and consolidate original and revised budget submissions. Coordinate board review and approval process. Update Commitment Control rules and control fields. Run, view and print reports related to projects transactions. Inquire on projects–related transactions and supporting information. (P4)
UF_GM_SRO_MGT
Pre–award IFAS, College of Medicine or EIES role. Sign proposals. Make changes to grants proposals. Oversee the Grant submission and award processes. Monitor and approve DSR related receipts and expenditures. Distribute Sponsored Program–related information to user groups. Inquire on Sponsored Program activity proposals, awards and projects. Note: Staff with this role in IFAS, College of Medicine or Engineering are designated to sign proposals for their Deans. Staff will also need UF_WF_APPROVER_DEAN for workflow. (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. (P3)
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. (P3)

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. Participation in training (PST 210 and PST 220) is required. (P3)
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. Participation in training (PST 210 and PST 220) is recommended. (P3)
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. (P3)
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. (P3)
UF_HR_APPR_POSN1
Workflow role to route position actions to level 1 approvers for approval. (P3)
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. (P3)
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. (P3)
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. (P3)
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. (P3)
UF_HR View/Inquiry
View–only access to employee job records and personal data. (P3)
UF_LOA_INPUT
Create or update a Letter of Appointment record for a graduate assistant or pre–doc fellowship. (P3)
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. (P3)
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. (P3)
UF_LOA_VIEW
Have view–only access to the Letter of Appointment information and the funding sources for the waiver. (P3)
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. User must complete training course PST092 prior to requesting role. (P3)
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. (P3)

Core User Roles

UF_EPAF_Academic Personnel
Role for the Academic Personnel Office to participate as a Level 2 Approver for all ePAF forms. (P4)
UF_EPAF_Employment Office
Role for the Employment Office to participate as a Level 2 Approver for all ePAF forms. (P4)
UF_EPAF_Leave Office
Role for the Central Leave Office to participate as a Level 2 Approver for selected ePAF forms. (P4)
UF_EPAF_Payroll Office
Role for the Payroll Office to participate as an Approver for selected ePAF forms. (P4)
UF_EPAF_Retirement Office
Role for the Retirement Office to participate as an Approver for selected ePAF forms. (P4)
UF_EPAF_Student Employment
Role for the Student Employment Office to participate as a Level 2 Approver for all ePAF forms. (P4)
UF_EPAF_Tax Services
Role for the Tax Services Office to participate as a Level 2 Approver for selected ePAF forms. (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_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. (P3)
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. (P3)
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. (P3)
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. (P3)

Bridges User Roles

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_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)

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)

Bridges User Roles

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)

Miscellaneous

End User Roles

UF_EL_MANAGER
Enroll employees in training classes. View employees' training history and course enrollment status. This functionality is automatically assigned to those with UF_HR_MANAGER/DEPT_ADMIN role. (P3)
UF_PA_Housing
Provides access to the Housing and Residence Education’s Information and Services Portal. Requests approved by UF Division of Housing and role typically for Housing employees only. (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, discussion area and news. (P1)

Core User Roles

UF_EL_ADMINISTRATOR
For Training and Development core office staff only. Create new courses, sessions, certification programs. Close or reschedule course and sessions. View, enroll, waitlist or drop participants. Send out email notices to enrollees. Run reports to track or manage training schedule, instructors, facilities, or participants. (P4)

Payroll

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_KA_DEPT
Enter distribution set–ups. Review actuals. (P4)
UF_PY Department Admin
Be responsible for the initial input of HRMS/Payroll data. Enter retroactive distributions. Have read–only access for employee payroll data such as W–4, deductions, commitment accounting, balances and retro pay. Be the first resource for payroll questions from employees in their departments. (P3)
UF_PY Dir Dep Correction
Correct historical data related to payroll direct deposits. Highly restricted to a few core office employees in Payroll Services at Finance and Administration. (P5)
UF_PY Distribution Correction
Correct historical data related to payroll distributions. Highly restricted to a few core office employees in Payroll Services at Finance and Administration. (P5)
UF_PY Garnishments Correction
Correct historical data related to payroll garnishments. Highly restricted to a few core office employees in Payroll Services at Finance and Administration. (P5)
UF_PY Payroll Correction
Correct historical data related to payroll. Highly restricted to a few core office employees in Payroll Services at Finance and Administration. (P5)
UF_PY_Review Paycheck
Provide detail information on employee, paycheck, including earnings, taxes, deductions, and applicable dates. (P3)
UF_PY UFUTS Correction
Correct historical data related to payroll taxes. Highly restricted to a few core office employees in University Tax Services at Finance and Administration. (P5)

Core User Roles

UF_CA_BUDGET
Update department budget table in HR commitment accounting. (P4)
UF_KA_Cntrl_Budget
View the General Ledger distribution summary. View department budget tables. Note: This role is for University Accounting Services staff. (P4)
UF_KA_Cntrl_Payroll
Run office account distribution processes. Enter distributions. Review actuals. Note: This role is for Central Payroll office staff. (P4)
UF_KA_Provost
Have access to fiscal year budget reports and the Academic Calendar. Override distributions. Note: This role is for the Provost only. (P4)
UF_N_PY_IMAGING_CLIENT_VIEW
UF_PY Email
This role allows users to update the message used for paycheck e-mail notifications. Restricted to core HR employees. (P4)

Bridges User Roles

UF_KA_Bridges
Maintain system configuration for HR Commitment Accounting for Bridges. (P5)

Portal

End User Roles

UF_PA_Publisher
Authors and/or publishes articles in myUFL news pagelets. (P3)

Purchasing and Payables

UF_FI_FUNC_USER
Required for anyone who has an end or core user role for any myUFL Financial system.
UF_GL_FISCAL_FUNCTIONS and UF_GL_RESEARCH_REPORTING and 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.
Financial Business Unit Access Roles
Required for any account with end- or core-user access to PeopleSoft Financial systems. These roles specify the business unit(s) to be accessed by an account.

End User Roles

UF_AP_INQUIRER
Access AP inquiry pages like voucher inquiry, payment inquiry, document status inquiry and the purchase order inquiry panel. (P3)
UF_AP_REPORTING
Runs, views, and prints reports on vouchers, payments, matching, vendors, and 1099. (P3)
UF_AP_VCHR_PRCSSR_DSO
Receive invoices. Enter invoices and interdepartmental transfers as approved. Budget check online vouchers. Maintain and/or forward vendor invoice and supporting documentation to Central Payables area. This role is limited to Direct Service Organizations (DSOs). (P3)
UF_AP_VCHR_PROCESSOR
Receive invoices. Enter invoices into PSFT as approved. Enter id transfers as approved. Budget check online vouchers. Maintain and/or forward vendor invoice and supporting documentation to Central Payables area. (P3)
UF_N_VOUCHER_IMAG_CLIENT_VIEW
Provides 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. (P3)
UF_N_VOUCHER_IMAGING_VIEW
View voucher and invoice images. When requesting the role you must include the user’s GatorLink username in the Authority Area. (P3)
UF_PO_DEPARTMENT_APPROVER
Monitor ChartField coding accuracy. Authorize changes to eProcurement transactions and records. Approve, edit or deny requisitions for further processing. Monitor and resolve unfavorable budget variances. Run, view and print reports on requisitions, purchase orders, change orders, receipts and payments. (P3)
UF_PO_EPRO_INQUIRY
Inquire on eProcurement requisition and purchase order activity in read–only mode. (P3)
UF_PO_INITIATOR
Enter and correct requisitions used to purchase goods and services. Print departmental copy of purchase orders. Receive goods/services from vendor and enters receipt. (P3)
UF_PO_PCARD_ANALYST
Monitor departmental finances, budget and actuals. Reconcile department PCard transactions to General Ledger. Review Cost Center GL periodically to verify that all PCard charges were appropriately charged and is within budget constraints. Run, view and print reports related to Travel and Expense transactions. (P3)
UF_PO_PCARD_APPROVER
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. (P3)
UF_PO_PCARD_HOLDER
Use a procurement card issued by the University to make authorized purchases of goods and services within preset limits on behalf of the issuing agency. Provide support to approver and reconciler for employee’s own card. (P3)
UF_PO_PCARD_INQUIRER
Inquires on Procurement Card transactions and supporting information, in read–only mode. (P3)
UF_PO_PCARD_RECONCILER
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 the restrictions or spending limitations prescribed by the university. Review ChartField combination charged. Override budget checking. (P3)
UF_WF_PO_DEPARTMENT_APPROVER
Workflow role for UF_PO_DEPARTMENT_APPROVER. (P3)
UF_WF_PO_INITIATOR
Workflow role for UF_PO_ INITIATOR. (P3)

Core User Roles

UF_AP_ADMIN
Update the procurement user preferences of users who have either the UF_AP_MANAGER or UF_AP_VCHR_PROCESSOR role. Restricted to staff of Disbursements office. (P4)
UF_AP_PERIOD_MAINT
Run processes to update accounting dates on outstanding vouchers at the end of an accounting period. Restricted to staff of Disbursements office. (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. (P3)
UF_PO_ADMINISTRATOR
Administer and update the system configuration for eProcurement, Purchase Orders, Request For Quotes and Receiving. Run Purchase Order–related processes. Monitor data integrity. (P4)
UF_PO_APPROVER
Monitor ChartField coding accuracy. Authorize changes to PO transactions and records. Approve transactions for further processing. Monitor and resolve unfavorable budget variances. Run, view and print reports on requisitions, change orders, change requests, receipts and payments. (P4)
UF_PO_CATEGORY_APPROVER
Investigate, analyze and approve documents submitted by the requisitioner that have special requirements. Note: Certain purchases need additional approval from those in the offices of Environmental Health and Safety, Telecommunications, Energy Conservation or Information Resources holding this role. (P4)
UF_PO_PCARD_ADMIN
Authorize purchases in excess of university guidelines. Provide overall direction and oversight to the Procurement Card team. Validate process output. Run processes as defined. Add or update cardholder information. Review, authorize, and set card holder limits in excess of university guidelines. Monitor purchases and review documentation for compliance with university policies. (P4)
UF_PO_PO_ENTRY
Enter and corrects purchase order transactions. (P4)
UF_PO_PURCHASING_COORDINATOR
Review and approves requisitions/change orders. Review account and commodity coding. Select preferred vendor. Negotiate pricing and terms. Perform other purchasing–related activities. Run, view, and print reports on requisitions, RFQ’s, purchase orders, change orders, receipts, vendors and payments. (P3)
UF_WF_PO_CATEGORY_APPROVER
Workflow role for UF_PO_CATEGORY_APPROVER. (P3)
UF_WF_PO_PURCHASING_COORDINATOR
Workflow role for UF_PO_PURCHASING_COORDINATOR. (P3)

Bridges User Roles

UF_PO_BRIDGES
Administer and update system configuration. Run product–related processes. Monitor data integrity. (P5)
UF_PO_PCARD_BRIDGES
Administers and updates Procurement Card system configuration. Runs product related processes. Monitors data integrity. (P5)

Query Access

UF_FI_FUNC_USER
Required for anyone who has an end or core user role for any myUFL Financial system.

End User Roles

UF_FI_QUERY_VIEWER
This is an end user role that will allow users to view public queries in Financials. (P3)
UF_HR_QUERY_VIEWER
This is an end user role that will allow users to view public queries in HRMS. (P3)

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_EP_QUERY_VIEWER
This is an end user role allowing users to view public queries in EPM.(P3)
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 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 queries in HRMS. (P4)
UF_SA_QUERY_MANAGER_PUBLIC
Allows users to create, save and manage public queries in PeopleSoft Student Administration. (P4)
UF_SA_QUERY_VIEWER
This allows the user to run existing queries in PeopleSoft Student Administration. (P4)

Bridges User Roles

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)

Security

End User Roles

UF_SEC_REQUESTOR
Request security roles for department employees. Act as Department Security Administrator or designated employee. Change or delete security roles for an employee. User must submit a DSA Authorization Form and then complete training course BRG100 prior to requesting role. (P3)

Core User Roles

UF_N_SECURITY_EXT_BROWSE
Browse security extension. For RACF administrators only. (P3)
UF_N_SECURITY_EXT_UPDATE
Browse and update security extension. For RACF administrators only. (P3)
UF_SEC_APPROVER
User must submit an Approver Authorization Form and then complete training course BRG300 prior to requesting role. (P3)
UF_SEC_IMPLEMENTER
Security admin team member responsible for making changes to security access based on approved request. (P3)

Bridges User Roles

UF_N_MAINT_IS_SECURITY_RECORD
Maintain Information Systems security records. For Bridges security administrators only. When requesting the role you must include the following information in the Authority Area: Application ID(s)=[insert value] and Terminal Netname=[insert value]. (P3)
UF_SEC_REQ_ADMIN
Used for the administration of the Access Request System (ARS). This role is reserved for members of the Bridges Security Group. (P4)

Student Administration

End User Roles

UF_SA_USER
This role allows for basic access to the Peoplesoft Student Administration system for non-students. (P1)

Core User Roles

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_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)

Bridges User Roles

UF_IB_OPERATIONS
This role allows access for Bridges-Operations staff to the Integration Broker Message Monitor Overview page. (P4)
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)

Student Financials

End User Roles

UF_N_ACCT_SUMM_BROWSE_ACCOUNT
Effective October 8, 2008 access for this role will be "Read-only", due to conversion to PeopleSoft Student Financials.
This role allows users to browse UFS accounts. When requesting the role you must include **** in the Authority Area. (P3)
UF_N_ACCT_SUMM_CHARGE_MAINT
Effective October 8, 2008 access for this role will be "Read-only", due to conversion to PeopleSoft Student Financials.
This role allows for UFS account charge maintenance. When requesting the role you must include a Source Code (e.g., HOUS, JWRU, CHEM) in the Authority Area. This role requires that you also have the UF_N_ACCT_SUMM_BROWSE_ACCOUNT role. (P3)
UF_N_CDS_DISPLAY
Effective October 8, 2008 access for this role will be "Read-only", due to conversion to PeopleSoft Student Financials.