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User Security Access

Obtaining Access

Training is Required to obtain access.  In addition, a User Access Security Form must be completed and approved by a manager and the data custodian(controller).  Setup is completed by IT Access Management.  Finance Business systems include BuyWays for Procurement and Accounts Payable Operations, PeopleSoft Financials for Budget Inquiry and Financial Reporting, Summit for Financial Reporting, Concur for Travel Booking, Travel Requests and Approval, Expense Reports and BankCard Expenses.

Security Roles 
Review the security roles below before completing the Finance User Access Security Form.  You may select multiple roles on the form.  Approvals, Reporting and Reallocation also require department security which may be defined on the form.  All require a training date or anticipated training date on the form.  Access is not granted until training is complete.   Additional Questions may be directed to  Questions regarding your current security access may be directed to

PeopleSoft Reporting and Summit Financial Reporting - Run PeopleSoft Financial reports and queries, review budget balances and Inquire on Budget Errors.  View Expense Inquiry, PO Inquiry pages.   View Summit Department Management Financial Dashboards.  Inquire on Budget Balances, Transaction Detail, Revenue and Expense Activity, Open Encumbrances, Requisition Detail.  

BuyWays Shopper - Shop for goods & services and search for orders. Limited role may enter, but not submit orders for purchase.  Orders must be assigned to a Requisitioner for submission.  Cannot create change requests.  Shoppers may not be a Requisitioner or Requisition Approver.  Typically assigned to Graduate Student employees, Temporary Employees and Maintainers. 

BuyWays Requisitioner - Shop for goods and services & submit cart for ordering and approval. Create Contract and change requests. Approve invoices.  Search for orders and invoices. May not be Requisition Approver or Shopper. Role is typically assigned to administrative assistants, clerks and those that need to purchase for a department.  

BuyWays Requisition Approver – Approve purchase Requisitions and invoice match exceptions, search for orders and invoices.  May not be a Requisitioner or Shopper.  Typically assigned to Department Managers, Deans and PI's that have others order for them. 

Finance User Security Access Information

IT Help Desk – If you've taken training, filled out and submitted your security forms and need to check the status of your security setup, please contact Access Management via the IT Help Desk or you can open a ticket with CITS

If you have additional questions regarding security, contact

User Access Security Form
 Please complete and return the manager approved form to

Steps to obtain Access 

Summit Reporting, PeopleSoft Financials Reporting and Budgets Lookup.  Training is required. Fill out a Finance User Access Security Form. Define the 10-character departments for which you need reporting access on the form.   Form must be approved by your manager and the controller.  Access is granted by CITS access management upon controller approval.  It will be one day after notification of setup before access is available. 

Terra Dotta Travel Registry.  No special security is needed. Login from My Umass D > More Campus Systems on the MyUMassD portal. Training job aids and video may be found on My UMass D > Financial Systems Information 

Note: Terra Dotta is for Student Travelers only.   
Employees using Concur, travel is automatically registered if travel is booked via Concur.  If travel is booked outside of Concur, follow instructions to email the itinerary to Healix Sentinel.  

Additional Department Access If you have access, but need additional department access for reporting or approval: Fill out a User Access Security form.  Request a change of access.   Check the security role and List the additional department(s) needed and training date for the role.  Enter a training date or approximate if date was prior to current fiscal year.  Form must be approved by your manager and the controller.  Access is granted by CITS access management upon controller approval.   
Additional Module Access -  Schedule training.  Fill out a user access security form  and request a change of access. Select the security roll/department access needed.  Form must be approved by your manager and the controller. CITS Access management receives the setup request from the controller and completes the setup.  

BankCard Expenses, Travel Requests, Travel Booking, Expenses Entry and Approval - Take Concur training. Visit Concur Training Information and Signup to sign up for training.  Email for instructions on how to gain access. 

BuyWays Requisitioning, Shopper or BuyWays Approver: Training is Required.
Visit the UMass President's Office website for training dates. Fill out a User Access Security Form.  Form must be approved by a manager and the controller.  CITS access management sets up user after controller approval is received. 

Note: Bank Cards are issued by UPST.  BankCard Expenses and receipts are entered and reconciled in Concur.  
Please visit UPST Bank Card webpage.

Approver is leaving a department or terminating employment, fill out User Access Security Form - Remove access.  Have it approved by a manager and return to  CITS does not automatically remove approver names from workflows when someone leaves.  The terminated employee may not log in, but the name remains in the workflow until the removal form is completed. The department is responsible to setup a replacement approver.  

Employee is leaving a Department, Fill out user security form - Remove access and fill in sections 1, 2, 3, 4 to remove department reporting and approval access, have it approved by a manager and return to  Remove the department(s) not needed.

UM Plan - Fill out the UM Plan Security access form and return to 

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