There are 20 personas available to department RSAs. Most map one to one. Roles marked with * require a FRU. 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 or role name. Results update as you type.

 

Concur

Concur department personas and their OFC roles
PersonaOFC role(s)
Concur Adhoc Approver (requires FRU)UCSB Concur Adhoc Approver JR
Concur Department Expense Approver (requires FRU)UCSB Concur Department Expense Approver JR
Concur FRU Account Approver (requires FRU)UCSB Concur FRU Account Approver JR
Concur Secondary FRU Account Approver (requires FRU)UCSB Concur Secondary FRU Account Approver JR

Jaggaer

Jaggaer department personas and their OFC roles
PersonaOFC role(s)
Jaggaer Adhoc ApproverUCSB Jaggaer Adhoc Approver JR
Jaggaer Advanced ShopperUCSB Jaggaer Advanced Shopper JR
Jaggaer Allocator (requires FRU)UCSB Jaggaer Allocator JR
Jaggaer Department Analyst (requires FRU)UCSB Jaggaer Department Analyst JR
Jaggaer Department Flexcard Administrator (requires FRU)UCSB Jaggaer Department Flexcard Administrator JR
Jaggaer Department Invoice Approver (requires FRU)UCSB Jaggaer Department Invoice Approver JR
Jaggaer FRU Approver LV1 (requires FRU)UCSB Jaggaer FRU Approver LV1 JR
Jaggaer FRU Approver LV2 (requires FRU)UCSB Jaggaer FRU Approver LV2 JR
Jaggaer FRU Approver LV3 (requires FRU)UCSB Jaggaer FRU Approver LV3 JR
Jaggaer FRU Approver LV4 (requires FRU)UCSB Jaggaer FRU Approver LV4 JR
Jaggaer Flexcard HolderUCSB Flexcard Holder JR
Jaggaer ReceiverUCSB Jaggaer Receiver JR
Jaggaer RequestorUCSB Jaggaer Requestor JR

TOE

TOE department personas and their OFC roles
PersonaOFC role(s)
TOE GL ReviewerUCSB TOE GL Reviewer JR
TOE PreparerUCSB TOE Preparer JR

PGM

PGM department personas and their OFC roles
PersonaOFC role(s)
VCAD Project Analyst
  • UCSB Grants Awards Inquiry JR
  • UCSB Jaggaer Project Analyst JR
  • UCSB Projects Budget Maintenance JR
  • UCSB Projects Cost Inquiry JR
  • UCSB Projects Inquiry JR
  • UCSB TOE Projects Reviewer JR