How to Request the GL Inquiry and Reporting Role


 This article describes how to request the GL Inquiry and Reporting Role using the Oracle and Concur Role Request form.

Essential Information

Next Steps

1. Use Oracle and Concur Role Request to request access.

2. In Requested by, enter your email address, or the person you are requesting on behalf of.

3. In Email, will populate the submitter's email address for you to confirm is for the correct person.

4. In Standard Roles Section, Does the person need additional standard roles intended for departmental users?, select "Yes"

  1. Do not make selections for other questions on this part of the form.

5. Click the checkbox to under the Acknowledgement section.

6. Click Next

7. In Oracle System Roles, select Options

8. In What Financial Business Unit is the person requesting roles for? Select the appropriate choice, e.g. UCSD Campus or UCSD Foundation.

  1. You are only allowed to make a request for one Financial Business Unit at a time.
  2. That means one form (request) submission for UCSD Campus and another form submission for UCSD Foundation.

9. In Select the Financial Unit that should approve this access request, select the financial unit associated with your office to ensure your request is approved properly.

10. In Which Financial domain(s) does the person work in, select the box for General Ledger.

11. In What General Ledger role(s) does the person need?, select UCSD GL Inquiry and Reporting JR.

12. Click Next

13. Click Submit

14. Repeat these steps again with another request, if a second Business Unit is needed.


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