There are 128 assignable roles, grouped by module. Select a role to see what it can and cannot do.

 

Accounts Payable

UCSB Payables Inquiry Non Sensitive JR Inquiry

Can:

  • View invoices, payments, suppliers
  • View AP reports

Cannot:

  • Update AP transactions
  • Perform AP configurations
UCSB Payables Inquiry Sensitive JR Inquiry

Can:

  • View invoices, payments, suppliers
  • View AP reports

Cannot:

  • Update AP transactions
  • Perform AP configurations
UCSB Payables Invoice Entry JR Transactional

Can:

  • Create and modify invoices
  • Manage invoice holds

Cannot:

  • Create and modify payments
  • Perform AP configurations
UCSB Payables Manager JR Shell

Cannot:

  • Perform business Transactions
UCSB Payables Month End JR Transactional

Can:

  • Open or close AP period

Cannot:

  • Create and modify invoices
  • Create and modify payments
  • Perform AP configurations
UCSB Payables Payment Entry JR Transactional

Can:

  • Create and modify payments

Cannot:

  • Create and modify invoices
  • Perform AP configurations
UCSB Payables Setup JR Setup

Can:

  • Define payables options, Payment terms
  • Manage payables lookup
  • Manage payment options
  • Define invoice tolerances
  • Define formats
  • Manage invoice holds and releases
  • Manage disbursement system options, Approval limits, Approval groups, Payables calendar
  • Manage payment method defaulting rule

Cannot:

  • Create and modify invoices
  • Create and modify payments
UCSB Payables Tax Approver JR Shell

Can:

This role provides access to:

  • Approve/ Reject Invoices that trigger Tax review

Cannot:

  • Perform business Transactions
UCSB Supplier Compliance Approver JR Shell

Can:

  • Process OR approve self service supplier requests

Cannot:

  • Add new suppliers
  • Modify existing supplier records
UCSB Supplier Inquiry Non Sensitive JR Inquiry

Can:

  • View Suppliers

Cannot:

  • Create and modify suppliers
  • Create and modify invoices
  • Create and modify payments
  • Perform AP configurations
UCSB Supplier Inquiry Sensitive JR Inquiry

Can:

  • View Suppliers

Cannot:

  • Create and modify suppliers
  • Create and modify invoices
  • Create and modify payments
  • Perform AP configurations
UCSB Supplier Maintenance JR Master Data

Can:

  • Add new suppliers
  • Modify existing supplier records
  • Process or approve self service supplier requests
  • Upload supplier data

Cannot:

  • Create and modify invoices
  • Create and modify payments
  • Perform AP configurations
UCSB Supplier Tax Reviewer JR Shell

Can:

  • Process OR approve self service supplier requests

Cannot:

  • Add new suppliers
  • Modify existing supplier records

Accounts Receivable

UCSB Central Billing Clerk Persona

Description coming soon.

UCSB Customer Maintenance JR Transactional

Can:

  • Create and modify customers

Cannot:

  • Create and modify receivables invoice
  • Create and modify receivables receipts
  • Perform AR configurations
UCSB Department Billing Clerk Persona

Description coming soon.

UCSB Receivables Credit Memo Manager JR Transactional

Can:

  • Submit credit memo
UCSB Receivables Inquiry JR Inquiry

Can:

  • View AR transactions
  • View customer account details

Cannot:

  • Update AR transactions
  • Perform AR configurations
UCSB Receivables Invoice Manager JR Transactional

Can:

  • Create, modify and complete receivables invoice

Cannot:

  • Create and modify receivables receipts
  • Perform AR configurations
UCSB Receivables Month End JR Transactional

Can:

  • Open and close AR period

Cannot:

  • Create and modify receivables invoice
  • Create and modify receivables receipts
  • Perform AR configurations
UCSB Receivables Receipts JR Transactional

Can:

  • Create and modify receivables receipt
  • Create receipts in spreadsheet
  • Create automatic receipts

Cannot:

  • Create and modify receivables invoice
  • Perform AR configurations
UCSB Receivables Setup JR Setup

Can:

  • Manage system options
  • Manage payment terms
  • Manage receipt sources
  • Manage transaction types
  • Manage transaction sources

Cannot:

  • Create and modify receivables invoice
  • Create and modify receivables receipts
  • Open and close AR period

Budgetary Control Management

UCSB Budgetary Control Inquiry JR Inquiry

Can:

  • Review Budget Entries
  • Review Budgetary Control Balances
  • Review Budgetary Control Transactions

Cannot:

  • Perform Budgetary Control Configuration
UCSB Budgetary Control Manager JR Transactional

Can:

  • Budget Period Statuses
  • Manage Control Budgets

Cannot:

  • Perform Budgetary Control Configuration
UCSB Budgetary Control Setup JR Setup

Can:

  • Manage Budgetary Control

Cannot:

  • Perform Budgetary Control Transactions

Cash Management

UCSB Cash Management ALL Banks JR Shell

Can:

This role provides access to following banks:

  • All banks
UCSB Cash Management Bank Maintenance JR Setup

Can:

  • Manage bank statement transaction codes
  • Manage cash management profile option
  • Manage payment document numbers
  • Manage bank statement reconciliation matching rules
  • Manage bank statement reconciliation rule set
  • Manage transaction code
  • Manage parse rule set

Cannot:

  • Perform CE transactions
  • Perform all CE configurations
  • Create or manage bank statement, create or manage ad hoc payments
  • Manual reconciliation, auto reconcile bank statements
  • Create external transaction
  • Create or manage bank account transfers
UCSB Cash Management BARC JR Shell

Can:

This role provides access to following banks:

  • BARC E-Payments (Cash Depository)
UCSB Cash Management E Vendor JR Shell

Can:

This role provides access to following banks:

  • e - vendors
UCSB Cash Management EAP JR Shell

Can:

This role provides access to following banks:

  • EAP Main Cash Depository
  • EAP Wires Out
  • EAP E-Payments
UCSB Cash Management FIN Control JR Shell

Can:

This role provides access to following banks:

  • Financial Control Banks
UCSB Cash Management Inquiry JR Inquiry

Can:

  • View bank statements

Cannot:

  • Manage bank statements
  • Enter cash transactions
  • Perform reconciliation
UCSB Cash Management Payment Plus JR Shell

Description coming soon.

UCSB Cash Management Transactions JR Transactional

Can:

  • Create or manage bank statement
  • Generate cash transactions
  • Auto-reconciliation or manual reconciliation

Cannot:

  • Perform cash management configurations

Concur

UCSB Concur Adhoc Approver JR Shell

Description coming soon.

UCSB Concur Department Expense Approver JR Shell

Description coming soon.

UCSB Concur FRU Account Approver JR Shell

Description coming soon.

UCSB Concur Secondary FRU Account Approver JR Shell

Description coming soon.

Expense

UCSB Expense Auditor JR Transactional

Can:

  • Assign Expense Reports to other Auditors
  • Review Payment Requests
  • Review Invoices
  • Audit Expense Reports

Cannot:

  • Perform Expense Configurations
UCSB Expense Corporate Card Setup JR Setup

Can:

  • Manage Corporate Card Expense Type a Mapping Rules
  • Manage Corporate Card Issuers
  • Manage Corporate Card Programs
  • Manage Corporate Cards

Cannot:

  • Perform Corporate Card Transactions
UCSB Expense Corporate Card Transactions JR Transactional

Can:

  • Upload Corporate Card Transactions
  • Review Corporate Card Transactions
  • Create Corporate Card Issuer Payment Requests
  • Manage Historical Corporate Card Transactions
  • Manage Corporate Cards
  • Process Inactive Employee Corporate Card Transaction
  • View File Status

Cannot:

  • Perform Corporate Card Configurations
UCSB Expense Processor JR Transactional

Can:

  • Update or Correct Expense Reports

Cannot:

  • Approve Expense Reports
  • Perform Expense Configurations
UCSB Expense Setup JR Setup

Manages company's expense policies and processes. Reviews and proposes changes to expense policies.

Can:

  • Define Expense Report Templates
  • Define Policies by Expense Category
  • Define Expense System Options
  • Define Expense Report Selection Rules, Audit Rules, Receipt Rules
  • Manage Expense Report Audit Rules by Templates and Types
  • Manage Travel Partner Integrations
  • Manage Travel Itinerary Validation Rules

Cannot:

  • Perform Expense Transactions

Fixed Assets

UCSB Fixed Assets Inquiry JR Inquiry

Can:

  • View asset information

Cannot:

  • Add assets, retire assets
  • Run depreciation
  • Perform FA configurations
UCSB Fixed Assets Month End JR Transactional

Can:

  • Open or close asset period
  • Run depreciation

Cannot:

  • Add assets, retire assets
  • Perform FA configurations
UCSB Fixed Assets Setup JR Setup

Can:

  • Define FA related configurations such as asset book, asset calendar, depreciation method
  • Define asset flex fields, FA flex field value sets, asset lookups
  • Define FA value set values (location and category values), asset key values
  • Define system controls
  • Define fiscal years

Cannot:

  • Perform FA transactions
UCSB Fixed Assets Transactions JR Transactional

Can:

  • Perform asset additions
  • Perform asset adjustments
  • Transfer, retire and reinstate assets
  • Manage asset transactions

Cannot:

  • Run depreciation
  • Run create accounting, maintain periods
  • Perform FA configurations

General Ledger

UCSB General Ledger FAH Manager JR Transactional

Description coming soon.

UCSB General Ledger Inquiry JR Inquiry

Can:

  • View journals

Cannot:

  • Enter or modify journals
  • Post journals
  • Manage accounting periods
  • Perform GL configurations
UCSB General Ledger Journal Entry JR Transactional

Can:

  • Enter or modify journals
  • Upload journals through spreadsheet
  • View accounting periods
  • View and run GL reports and process

Cannot:

  • Post journals
  • Maintain accounting periods
  • Perform GL configurations
UCSB General Ledger Journal Post JR Transactional

Can:

  • Perform GL post

Cannot:

  • Enter or modify journals, journals through spreadsheet
  • Maintain accounting periods
  • Perform GL configurations
UCSB General Ledger Month End JR Transactional

Can:

  • Manage general ledger periods
  • View and run GL reports and process

Cannot:

  • Enter and modify journals
  • Post journals
  • Perform GL configurations
UCSB General Ledger Setup JR Setup

Can:

  • Manage Legal Jurisdictions
  • Chart of Accounts Value Set
  • Manage Business Unit Set Assignment
  • Manage Reporting Currencies
  • Manage Ledger Sets
  • Manage Data Access sets
  • Manage Cross Validation Rules
  • Manage Departments
  • Manage Currencies

Cannot:

  • Perform GL transactions

Grants Management

UCSB Grants Awards Inquiry JR Inquiry

Can:

  • View awards

Cannot:

  • Create awards or contracts
  • Perform grants configurations
UCSB Grants Inquiry JR Inquiry

Can:

  • View awards
  • View contracts

Cannot:

  • Create awards or contracts
  • Perform grants configurations
UCSB Grants Maintenance JR Transactional

Can:

  • Create awards
  • Create contracts

Cannot:

  • Perform grants configurations
UCSB Grants Personnel JR Transactional

Can:

  • Manage Grants Personnel

Cannot:

  • Create or Manage Awards
  • Create or Manage Grants
UCSB Grants Setup JR Setup

Can:

  • Manage grants management business unit implementation options
  • Manage award types, Manage keywords
  • Manage certifications, Manage terms and conditions
  • Manage grants personnel
  • Manage sponsors, Manage funding sources
  • Manage institutions, Manage award templates

Cannot:

  • Create awards or contracts

HR

UCSB Employee JR

Description coming soon.

UCSB HR Inquiry View All Data Inquiry

Description coming soon.

UCSB HR Setup View All Data

Description coming soon.

IT Administration

UCSB IT Application Administrator JR

Description coming soon.

UCSB IT Application Diagnostics JR

Description coming soon.

UCSB IT Audit Administrator JR

Description coming soon.

UCSB IT Audit Inquiry JR Inquiry

Description coming soon.

UCSB IT BI Administrator JR

Description coming soon.

UCSB IT BI Author JR

Description coming soon.

UCSB IT BI Consumer JR

Description coming soon.

UCSB IT BI Data Model Administrator JR

Description coming soon.

UCSB IT BI Folder Administrator JR

Description coming soon.

UCSB IT BICC BIACM Administrator JR

Description coming soon.

UCSB IT BICC UCM Content Administrator JR

Description coming soon.

UCSB IT Conversion JR

Description coming soon.

UCSB IT ESS Inquiry JR Inquiry

Description coming soon.

UCSB IT FAW JR

Description coming soon.

UCSB IT Integration JR

Description coming soon.

UCSB IT Jaggaer Integration JR

Description coming soon.

UCSB IT Security Administrator JR

Description coming soon.

UCSB IT User Administrator JR

Description coming soon.

UCSB IT User Inquiry JR Inquiry

Description coming soon.

UCSB IT Workflow Administrator JR

Description coming soon.

Jaggaer

UCSB Jaggaer Accounts Payable JR Shell

Description coming soon.

UCSB Jaggaer Adhoc Approver JR Shell

Description coming soon.

UCSB Jaggaer Advanced Shopper JR Shell

Description coming soon.

UCSB Jaggaer Allocator JR Shell

Description coming soon.

UCSB Jaggaer Auditor JR Shell

Description coming soon.

UCSB Jaggaer Basic Campus Approver JR Shell

Description coming soon.

UCSB Jaggaer Campus Buyer JR Shell

Description coming soon.

UCSB Jaggaer Commodity Approver JR Shell

Description coming soon.

UCSB Jaggaer Department Analyst JR Shell

Description coming soon.

UCSB Jaggaer Department Flexcard Administrator JR Shell

Description coming soon.

UCSB Jaggaer Department Invoice Approver JR Shell

Description coming soon.

UCSB Jaggaer Flexcard Holder JR Shell

Description coming soon.

UCSB Jaggaer FRU Approver LV1 JR Shell

Description coming soon.

UCSB Jaggaer FRU Approver LV2 JR Shell

Description coming soon.

UCSB Jaggaer FRU Approver LV3 JR Shell

Description coming soon.

UCSB Jaggaer FRU Approver LV4 JR Shell

Description coming soon.

UCSB Jaggaer Project Analyst JR Shell

Description coming soon.

UCSB Jaggaer Project Manager JR Shell

Description coming soon.

UCSB Jaggaer Receiver JR Shell

Description coming soon.

UCSB Jaggaer Requestor JR Shell

Description coming soon.

UCSB Jaggaer Shopper JR Shell

Description coming soon.

UCSB Jaggaer System Admin JR Shell

Description coming soon.

UCSB Jaggaer US Spend Analytics JR Shell

Description coming soon.

Projects

UCSB Projects Billing JR Transactional

Can:

  • Create or modify project invoice
  • Generate Revenue

Cannot:

  • Capitalize project cost or assets
  • Perform projects configurations
UCSB Projects Budget Maintenance JR Transactional

Description coming soon.

UCSB Projects Capitalization JR Transactional

Can:

  • Project capital assets

Cannot:

  • Perform project configurations
UCSB Projects Cost Entry JR Transactional

Can:

  • Enter or import project cost
  • Account project cost and post to GL

Cannot:

  • Capitalize project assets
  • Perform projects configurations
  • View labor information
UCSB Projects Cost Inquiry JR Inquiry

Can:

  • View project costs
  • View project invoice
  • View project revenue

Cannot:

  • Update project costs
  • Perform projects configurations
UCSB Projects Inquiry JR Inquiry

Can:

  • View project master data

Cannot:

  • Update project master data
  • Perform projects configurations
UCSB Projects Invoice Approver JR Transactional

Description coming soon.

UCSB Projects Labor Cost Inquiry JR Inquiry

Can:

  • View project costs
  • View labor profile information
  • View project invoice
  • View project revenue

Cannot:

  • Update project costs
  • Perform projects configurations
UCSB Projects Maintenance JR Transactional

Can:

  • Create or modify projects
  • Create project budgets

Cannot:

  • Enter project costs
  • Perform projects configurations
UCSB Projects Month End JR Transactional

Can:

  • Manage project accounting periods

Cannot:

  • Capitalize project assets
  • Perform projects configurations
UCSB Projects Setup JR Setup

Can:

  • Manage Project Unit Organization, Project Unit Organization option, Project Unit Set Assignment and Project Organization Classification
  • Manage Project Statuses
  • Manage Project Types, Class Category and Class Code, Plan Type and Template
  • Manage Revenue Category
  • Manage Expenditure Categories and Types
  • Manage Resource Breakdown Structure
  • Manage Rate Schedule
  • Define Project Contract Business Unit
  • Define Event Type, Define Billing Cycle

Cannot:

  • Capitalize project assets
  • Enter and import project costs

Risk Management

UCSB AAC Administrator JR Setup

Can:

  • Perform AAC control, model, condition configurations

Cannot:

  • Perform business transactions
UCSB AAC Inquiry JR Inquiry

Can:

  • View models, controls
  • View global conditions, reports

Cannot:

  • Perform business transactions
UCSB AAC Investigator JR Transactional

Can:

  • Results by control
  • Update incident status
  • View AAC reports

Cannot:

  • Perform business transactions
UCSB AC Certifier JR Transactional

Can:

  • Review user role assignment and take action to approve or reject
  • Certify user role access

Cannot:

  • Reopen the certification
  • Finalize the certification
UCSB AC Manager JR Transactional

Can:

  • Review the certifiers action
  • Reopen the certification in case of adjustments
  • Submit the certification

Cannot:

  • Certify user role access
  • Finalize the certification
UCSB Access Certification Administrator Persona

Description coming soon.

UCSB Access Request Administrator Persona

Description coming soon.

TOE

UCSB TOE Administrator JR Shell

Description coming soon.

UCSB TOE Auditor JR Shell

Description coming soon.

UCSB TOE GL Reviewer JR Shell

Description coming soon.

UCSB TOE Preparer JR Shell

Description coming soon.

UCSB TOE Projects Reviewer JR Shell

Description coming soon.

Tax Management

UCSB Tax Setup JR Setup

Can:

  • General tax rules configuration

Cannot:

  • Perform transactions such as invoice creation, Pos