Managing access for the Online Purchasing System

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 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. At the top of the page, select edit access.
2. 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 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.
3. Click on the minus button next to the access type.
4. You will see a notification that 'Changes have been made to your form'.
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.
3. Under the the Role box, select [ADD ROLE] which will add a drop down menu.
4. Select the role (see role descriptions at the top of the page for definitions of each role) you would like to add.
5. 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.
3. Under the the Role box you will see a list of the current assigned roles with a drop down menu.
4. Select the role (see role descriptions at the top of the page for definitions of each role).
5. Select Save Changes.

Additional notes

Only Admin Role can manage the Online Purchasing Systems access.