User Security Access

Review the security roles below before completing the Finance User Access Security Form.  Multiple roles may be selected.  Approvals and Reporting also require department security defined on the form.  All require a training date.  Access is not granted until training is complete.   Questions may be directed to controller.request@umassd.edu.  Questions about your current security access may be directed to IThelp@umassd.edu.

PeopleSoft Reporting and Summit Financial Reporting

Run PeopleSoft Financial, Grant reports and queries, review budget balances and Inquire on Budget Errors. View Expense and PO Inquiry pages. View Summit Department Management Financial Dashboards to Inquire on Budget Balances, Transaction Detail, Revenue and Expense Activity, Open Encumbrances and Requisition Detail.  
Audience:  Administrative assistants, Department Managers, Directors, Deans and Vice Chancellors that manage budgets or need to run reports for others.

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 to submit. Cannot create change requests.  May not be a Requisitioner or Requisition Approver. 
Audience:  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.
Audience: Typically for administrative assistants, clerks, and anyone needing 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. 
Audience:  Typically for Department Managers, Deans, VC’s and PI's that approve for their department or project.  

Concur Roles

Concur Access is granted by the Travel Team at the president's office.

Summit Reporting, PeopleSoft Financial Reports 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. 

BuyWays Requisitioning, Shopper or BuyWays Approver

Training is Required.  Training dates may be found www.umassp.edu/upst/.  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. For questions about training email upst@umassp.edu or call 774-545-UPST (8778)

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.  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. Choose Change of Access. Select the security roll/department access needed.  Send manager approved form to controller.request@umassd.edu.  Access is granted by CITS access management upon controller approval.   

Approver/Employee Leaving Department or Terminating

Fill out User Access Security Form - Choose Remove access.  Have it approved by a manager and return to controller.request@umassd.edu.  CITS does not automatically remove approvers or reporting departments when an employee transfers or terminates.  The department manager/Dean/VC/Supervisor is responsible for removing and setting up a replacement approver and for removing department reporting access. 

Travel Requests, Travel Booking, Expenses Entry, Bankcard Expenses and Approval 

Take Concur training. Visit: https://www.umassp.edu/travel-and-expense/rollout.  Sign up for training or take self-paced training. Questions and Access Requests-email travelexpense-services@umassp.edu   Concur Hotline 774-570-5507 

Bank Cards issued by UPST 

Bankcard Expenses and receipts are entered and reconciled in Concur.  Please visit UPST Bank Card webpage.  https://www.umassp.edu/upst/bank-card-program or email upst@umassp.edu
774-545-UPST (8778)

Travel Registry – Healix Sentinel

No Training required.  Travel is registered automatically when booked via Concur.  If booked outside of Concur, you may register by emailing each itinerary.  Refer to this website https://www.umassp.edu/travel-and-expense/travel-registration

UM Plan 

Fill out the UM Plan Security access form and return to budgetfeedback@umassd.edu 

Check Access Status
IT Help Desk – If you've taken training, filled out and submitted your security forms to the controller and need to check the status of your security setup for BuyWays, PeopleSoft Finance, Summit Finance, please contact Access Management via the IT Help Desk ithelp@umassd.edu or you can open a ticket with CITS.

Additional Questions
If you have additional questions regarding security or need help filling out the form for BuyWays, PeopleSoft Finance or Summit Finance, contact controller.request@umassd.edu  

Concur Access Status
If you've taken training, please email travelexpense-services@umassp.edu or call (774) 570-5507