Banner Finance Security Review

Banner Finance Security Review

Dear Banner Financial Manager,

You are receiving this email because you are the financial manager on record in Banner for one or more organizations. It is time to review access security for each of your organizations. You are going to be requested to make this review quarterly. Please review your organizations and submit any changes by December 20th.

Through the Accounting Department website, all of the tools necessary to review and request changes to finance security are available. Directions of how to log in to the application on the website are listed below. You can log in each time or set up your computer to be recognized every time.

As the financial manager, you need to request users to be removed if they currently should not have access to an organization. This could happen if a person has changed departments and no notifications were made at the time they moved.

Typically for any student activity organizations (Sxxxxx), the Budget Coordinator for Student Services will automatically have access. This access will not be removed unless specific approval is given from the VP of Student Services. There are similar situations for other departments as well.

Off campus users and MAC users will not be able to access the administrative portal.

Please contact me if you have question about accessing the web application or requesting changes.

Lisa Harper

AVP for Financial Operations

974-2553

Logging into the Administration Portal

If using Internet Explorer 7 or 8, you can set your computer up to automatically log you in each time. **Do this before you go to the admin web site**

1. From the Browser, choose Tools / Internet Options

2. Click on the Security Tab

3. Click on Local Intranet and click on the Sites button

4. When that opens click on the Advanced button

5. Type in the box that says Add this Web site to the zone. Click the Add button

6. Click Close and OKand OK until all of the property pages are closed

7. Go to the department website following the link below

To Log in Each Time Without the Above Set Up:

Go to the admin website following the links below. The username and password you should be using is your UCO Windows Network login. The same one you use to login to your computer each day. Not your Banner login if it is different,and Not your UConnect login.

Internet Explorer 7 & 8: For example, User name: jdoe17. The password will be the same that you use for logging into your work computer.

Website Link

On the left side of the screen at the bottom you will see the words Admin Portal. Scroll down to see the link and click on it.

Expand the Accounting Fold (+) – From here you can view the security report, request organization changes of users or financial managers.

/ Change Financial Manager
If you are incorrectly listed as the financial manager of an organization, please make a request to have the financial manager of the organization changed following a link in the application on the website.
Use either Change Single Organization or Change Multi Org Financial Manager
This can also be used as a tool to look up all organizations that are associated with a financial manager. The same information can be obtained from the Org Security Access Report (see below).
/ Inactivate Organization
If the organization needs to be inactivated, please complete a request to do so.
Note: Some restrictions to making organizations inactive are if there is 1) a remaining cash balance (positive or negative) or 2) an outstanding receivable for a detail code linked to the organization, then the organization can’t be inactivated until these things are resolved.

*All of the fields in this section are independent of each other.

1. Find your name in the financial manager drop down list.
2. Display the report using HTML (fastest) or Export to Excel.
3. Review for errors.
4. Submit requests for changes following the on screen instructions for each different type of request.

/ Add or Remove User Access Single Org– use Org Security Onepage
Complete only the section with your name, phone, and email. Use the comments sections to request a user to be removed. Follow the submission information for routing your request.
Note: If you are the financial manager, you may route the request directly to the person listed in step 4 without any additional approvals.
This form is also used for additions to someone’s security for an organization. Please complete which type of access the user requires.
*A user only needs Modify Access if they complete requisitions in Banner or run system reports. All other access should be view only.
/ Add or Remove User Access for Multiple Organizations – use Org Security Multi page
Select all of the organizations that are affected by double clicking on them in the box on the left. This will transfer them to the right. (To remove them from the box on the right, double click them in the box on the right.) Choose the submit button to go to the next screen.

/ Add or Remove User Access for Multiple Organizations – use Org Security Multi page
List the name of the person that needs to be removed. Complete the contact information. Note in the comment section the action to be taken. Submit and follow the routing instructions on the page.
Note: If you are the financial manager, you may route the request directly to the person listed in step 4 without any additional approvals.

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