Application Security & Access

Human Resources, Finance, BuyWays, Summit and UM Plan 

Admininistrative Systems administers the security for the Human Resources, Finance, BuyWays, Summit and UM Plan applications as well as the BuyWays workflow.  In order to access any of these systems, you must have a record in the Human Resource system and have enrolled in multifactor authentication.  https://www.umass.edu/it/support/authentication/duo/faq

Users who request Finance Inquiry access are automatically granted access to Summit.  Principle Investigators who would like access to Summit for their grants only can email afsecurity@umass.edu .  If access to additional department ids or funds by the PI  is needed, a finance access request form is required.

Please note that we accept the finance access request forms for new users or requests for addtional access for existing users via email as long as the email is sent by the Department Head or Signature Delegate of the Department Head.   BuyWays workflow signature delegation forms can be found at the Controller's Office website and must be submitted per the instructions on the form. Non Sponsored Delegation or Sponsored Delegation

Human Resource access forms must be sent with original signatures to Human Resources.

PLEASE DO NOT SEND ANY FORMS DIRECTLY FROM DOCUSIGN as the attachment does not come through and the text does not give enough information to know to who is submitting the form.  Once a form is done in Docusign, download and send in the signed pdf to afsecurity@umass.edu.  

EMAIL FOR REQUESTS

To add/change/remove any roles, BuyWays workflow or questions about security:  afsecurity@umass.edu

To add users to your list for Expense reports:  travel02@umass.edu

To add Bank Cards to your reallocation list:  upst@umassp.edu

 

 

 

Related Resources

Security Forms

FAQs

Application Security FAQs (last updated 3/2/2021)

My requisition is in error because there is no department approver

Each department manager/PI must delegate to the BuyWays requisition approver.  If this is a new department manager/PI, please submit a Controllers Office delegation form and also email afsecurity@umass.edu with the requisition id so we can restart workflow once the delegation from is complete.  If this is a new department for an existing department manager/PI, email afsecurity@umass.edu with the department id and requistition id.  

Where do I get the BuyWays workflow delegation forms?

Delegations are maintained by the Controllers Office and there is a Non Sponsored funds form and a Sponsored form.  If the department manager delegating has both sponsored and nonsponsored funds, you only need to submit the sponsored delegation:

Non Sponsored Delegation

Sponsored Delegation

What role do I need to submit bank card statements?

If you are already a requisitioner, you do not need any additional roles.  If you are a shopper, you can create your cart for the statements and assign it to a requisitioner to submit.  If you have neither of these roles, you will need the BankCard User role.  Please email afsecurity@umass.edu with the request; you do not need to fill out an access request form if this is the only role you are requesting.    Once added,  BankCard workflow must be set up by UPST to complete the access so after the role is added, the requestor will be notified to email upst@umassp.edu

What role do I need to approve bank card statements?

If you are already a requisition approver you do not need any additional roles.  If you do not have this role, you will need the BankCard Approver role.  Please email afsecurity@umass.edu with the request; you do not need to fill out an access request form if this is the only role you are requesting.  Once added,  BankCard approval must be set up by UPST to complete the access so after the role is added, the requestor will be notified to email upst@umassp.edu

I need to access BankCard statements for staff in my department. How do I do that?

Contact UPST at upst@umassp.edu

I'm having trouble accessing my BankCard statements at the bank.

Contact UPST at upst@umassp.edu

I am a shopper in BuyWays and I'm having trouble submitting my BankCard statement.

The BankCard statement cart is the same as a shopping cart so you must assign it to a requisitioner in your department to submit the statement to workflow.