There are 81 personas for central offices. Some are limited to specific groups and require additional approval. For training requirements, see Training requirements.
JR stands for Job Role, the naming convention OFC uses for its custom roles.
Type part of a persona, role, or area name. Results update as you type.
Procure to Pay (PTP)
| Persona | OFC role(s) |
|---|---|
| Corporate Card Admin | UCSB Expense Corporate Card Setup JR |
| Corporate Card Manager |
|
| Employee Administrator | UCSB HR Setup View All |
| Employee Inquiry | UCSB HR Inquiry View All |
| Expense Auditor | UCSB Expense Auditor JR |
| Expense Processor | UCSB Expense Processor JR |
| Expense Setup Admin | UCSB Expense Setup JR |
| Payables Inquiry User | UCSB Payables Inquiry Non Sensitive JR |
| Payables Manager |
|
| Payables Manager Invoice Approver |
|
| Payables Specialist | UCSB Payables Invoice Entry JR |
| Payment Specialist | UCSB Payables Payment Entry JR |
| Supplier Analyst | UCSB Supplier Maintenance JR |
| Supplier Compliance Approver |
|
| Supplier Inquiry Non Sensitive | UCSB Supplier Inquiry Non Sensitive JR |
| Supplier Inquiry Sensitive | UCSB Supplier Inquiry Sensitive JR |
| System Analyst - PTP |
|
| Tax Invoice Analyst |
|
| Tax Reviewer |
|
Invoice to Cash (ITC)
| Persona | OFC role(s) |
|---|---|
| Central Billing Clerk |
|
| Collection Manager |
|
| Customer Administrator | UCSB Customer Maintenance JR |
| Receivable Clerk |
|
| Receivable Manager |
|
| System Analyst - ITC |
|
Record to Report (RTR)
| Persona | OFC role(s) |
|---|---|
| Bank Reconciliation Analyst |
|
| Bank Reconciliation BARC Analyst |
|
| Bank Reconciliation EAP Analyst |
|
| Bank Reconciliation FC Analyst | UCSB Cash Management FIN Control JR |
| Bank Reconciliation Payment Plus Analyst |
|
| Budget Inquiry Analyst | UCSB Budgetary Control Inquiry JR |
| Budget Manager | UCSB Budgetary Control Manager JR |
| Budget Setup Analyst | UCSB Budgetary Control Setup JR |
| Cash Management Inquiry Analyst |
|
| Cash Management Manager | UCSB Cash Management Transactions JR |
| Fixed Assets Analyst | UCSB Fixed Assets Transactions JR |
| Fixed Assets Manager |
|
| General Ledger Accountant |
|
| General Ledger Manager |
|
| General Ledger Reporting Analyst | UCSB General Ledger Inquiry JR |
| System Analyst - RTR |
|
PGM
| Persona | OFC role(s) |
|---|---|
| Capital Project Accountant |
|
| EMF Accountant | Roles not yet listed. |
| EMF Business Analyst | Roles not yet listed. |
| EMF Cash Accountant | Roles not yet listed. |
| EMF Compliance Staff | Roles not yet listed. |
| EMF Manager | Roles not yet listed. |
| EMF Supervisor / Approver | Roles not yet listed. |
| Grants Limited Configuration Administrator | UCSB Grants Personnel JR |
| Non-Sponsored Award Setup Admin |
|
| PGM Inquiry | Roles not yet listed. |
| System Analyst - PGM | Roles not yet listed. |
EMF
| Persona | OFC role(s) |
|---|---|
| Project Asset Administrator |
|
Jaggaer
| Persona | OFC role(s) |
|---|---|
| Jaggaer Accounts Payable | UCSB Jaggaer Accounts Payable JR |
| Jaggaer Auditor | UCSB Jaggaer Auditor JR |
| Jaggaer Basic Campus Approver | UCSB Jaggaer Basic Campus Approver JR |
| Jaggaer Campus Buyer | UCSB Jaggaer Campus Buyer JR |
| Jaggaer Commodity Approver | UCSB Jaggaer Commodity Approver JR |
| Jaggaer System Admin | UCSB Jaggaer System Admin JR |
| Jaggaer US Spend Analytics | UCSB Jaggaer US Spend Analytics JR |
TOE
| Persona | OFC role(s) |
|---|---|
| TOE Administrator | UCSB TOE Administrator JR |
| TOE Auditor | UCSB TOE Auditor JR |
| TOE GL Reviewer | UCSB TOE GL Reviewer JR |
| TOE Preparer | UCSB TOE Preparer JR |
| TOE Projects Reviewer | UCSB TOE Projects Reviewer JR |
Tax
| Persona | OFC role(s) |
|---|---|
| Tax Analyst | UCSB Tax Setup JR |
| Tax Analyst OS | UCSB Tax Setup JR |
OTBI
| Persona | OFC role(s) |
|---|---|
| Reporting Author | UCSB IT BI Author JR |
| Reporting Consumer | UCSB IT BI Consumer JR |
R&C
| Persona | OFC role(s) |
|---|---|
| AAC Controls Administrator | UCSB AAC Administrator JR |
| AAC Controls Incident Investigator | UCSB AAC Investigator JR |
| Access Certification Administrator |
|
| Access Certification Manager | UCSB AC Manager JR |
| Access Certifier | UCSB AC Certifier JR |
| Access Request Administrator |
|
| Department Security Administrator | UCSB AC Certifier JR |
| Internal Auditor |
|
| Personnel Admin | UCSB HR Setup View All |
| System Analyst - Administration | Roles not yet listed. |
| System Analyst - Security |
|
| User Security Administrator |
|
No personas match your filter. Try a shorter word, or part of an area name such as Payables, Cash, or PGM.