The Allocator is an optional role that will probably be assigned as an exclusive role to employees only in large departments with a heavy volume of purchases. Typically, the Reviewer will perform the allocation function.  Cardholders may also be set up as Allocators.

A. The Allocator

  1. Watch the FlexCard Reviewer/Allocator training class. To access the class, see the Training section on the FlexCard Training & Testing page.

  2. Log onto the FlexCard Management Module , using your UCSBnetID and password.

  3. Complete the FlexCard Reviewer/Allocator Exam.

  4. At the end of the exam, click APPLY TO BE AN ALLOCATOR.

  5. The application is forwarded to your Department Administrator.

B. The Department Administrator

  1. After receiving email notification that a Reviewer application has been submitted, log onto the FlexCard Management Module , using your UCSBnetID and password.

  2. On the Main Menu, click DEPARTMENT ADMINISTRATOR MENU.

  3. On the Department Administrator Menu, click MANAGE ALLOCATORS.

  4. On the Manage FlexCard Allocators screen, click APPROVE ALLOCATOR ROLE APPLICATIONS.

  5. On the Manage FlexCard Allocators screen, click APPROVE next to the Allocator’s name.

  6. Click APPROVE APPLICATION at the bottom of the Approval screen: you have completed the process.