Managing access for the Online Purchasing System

Tags OPS

Summary

Manage role access for the Online Purchasing System (OPS).

Environment

Latest versions of the following browsers:

  • Chrome - Preferred Browser
  • Internet Explorer
  • Safari
  • Firefox

Procedure

  1. Go to OPS Manage User Access link.
  2. Select the department web page you want to manage access for.
  3. View access for that department will be the default view. 

Note: After you complete manage Finance Access, you will the want to set the Finance Approval Limit or Purchaser.

Select a New User:

  1. Students and employees are automatically imported into the database every morning. Sponsored affiliates are not imported but can be added manually through this interface. They must have both a uniqname and UMID although you only need to enter one or the other below to add them. Go to Add a Role for a current user.

Remove User:

  1. At the top of the page, select edit access.
  2. Under access role guides, type the unique name and click Go.
  3. Click on the minus button next to remove.
  4. You will be prompted ‘Are you sure you want to delete this record?’, select Delete Record.
  5. Select Save Changes.

Add a Role for a current user:

  1. At the top of the page, select edit access.
  2. Under access role guides, type the unique name and click Go.
  3. Click the Drop down menu next to primary department and select their primary department.
  4. Under the the Role Box, select Add which will add a drop down menu.
  5. Click on the down arrow of the drop down menu and select the role (see role definitions link below for definitions of each role) you would like to add.
  6. Select Save Changes.

Edit a Role for a current user:

  1. At the top of the page, select edit access.
  2. Under access role guides, type the unique name and click Go.
  3. Click the Drop down menu next to primary department and select their primary department.
  4. In the role box, click on the down arrow of the drop down menu next to the role  you want to change.
  5. Select the role (see role definitions link below for definitions of each role).
  6. Select Save Changes.

Role Definitions.

Additional notes

Only Admin Role can manage the Online Purchasing Systems access.

Print Article