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PeopleSoft Finance Security Forms

New Finance User Access Security Form
Choose this option to receive an automated DocuSign form. The form needs to be completed for the user requesting access to financial business systems which include: BuyWays Procurement and PeopleSoft Finance for Requisition Entry, Requisition Approvals, Contract Requests, Expense Report Entry and Approvals, Bank Card Reallocation and bank statement upload and approvals, PeopleSoft Finance Reporting, and Summit Finance Reporting.  The person filling in the form can be different from the user that needs access. 

Instructions for Completing and Approving Form
Please review security profiles and form instructions before completing or approving the form. 

Finance User Access Security Form UMass Dartmouth Old form
This PDF form needs to be completed and approved for a user to be granted access to Peoplesoft Finance and BuyWays Procurement for:
Requisition Entry, Requisition Approvals, Expense Report Approvals, BankCard Reallocation, PeopleSoft Finance Reporting, Summit Finance Reporting.  Form is for new access, changes and access removal. 

How to Fill out the User Access Security Form
The video provides instructions on how to fill out the PDF old User Access Security form.  

UM Plan User Access Security Form
To request access or changes to UM Plan, fill in the form and return to budgetfeedback@umassd.edu