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My-UI-Financials Resource Page

My-UI-Financials Access Manager - Assign CFOP Level Roles

  1. Login to the My-UI-Financials Access Manager.
  2. Click the Search tab.
  3. Select CFOP under the Search for a Specific Grant, Fund, Org, or CFOP section.
  4. Enter the common attributes of the CFOP in the empty fields.

  5. EXAMPLE: If all of the CFOPs you want to add are in Chart 1 State Fund 100017 and Org 470000, leave the Program Code empty to populate all the program codes under 1-100017-470000.

    Or, you have several different CFOPs to assign in Chart 1 Organization 470005, enter 1 in the Chart field and 470005 in the Org field. This will populate all the CFOPs available in 1-470005.

  6. Click the Search button.
  7. Click the Manage Roles button next to the CFOP that you want to add to the user.
  8. Select NetID, Name, or UIN under the Search for User to Add Role section.
  9. Enter the required information in the empty fields.
  10. Click the Search button.
  11. Select the appropriate option from the menu.
  12. Click the Add Role button.
  13. Click the back arrow on your internet browser 4 times to get back to the list that was populated when you entered your common information.
  14. Repeat steps 7 through 12 to add additional CFOPs.

Access will be available the next day.


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Last Updated: February 22, 2018

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