Overview
Use the Oracle and Concur Role Request form to request access to create and edit customers (parties) in the CIPERB application.
Essential Information
- Users need two roles: UCSD CIPERB Manage GP User JR and UCSD CIPERB Manage Customer ALL JR to create and edit customer parties.
- Seek guidance on any additional roles needed before requesting additional roles.
- Learn more about KB0032200: How to Determine the Oracle & Concur Standard Roles Departmental Preparers Need.
- Before submitting a role request, review the training requirements in Blink: Budget & Finance Training.
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
6. Click the checkbox to under the Acknowledgement section.
7. Click Next
8. In Oracle System Roles, select Options.
9. In What Financial Business Unit is the person requesting roles for?, select UCSD Campus.
9. In Select the Financial Unit that should approve this access request, select your Financial Unit associated with the department or division you work for to ensure your request is approved properly.
10. In Which Financial domain(s) does the person work in, select the box for CIPERB. Then select the UCSD CIPERB Manage GP User JR and UCSD CIPERB Manage Customer ALL JR.
11. Click the checkbox for the training check.
12. Click Next
13. Click Submit