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My-UI-Financials Resource Page

My-UI-Financials Access Manager - Copy or Move Roles

  1. Login to the My-UI-Financials Access Manager.
  2. Click the Search tab.
  3. Select NetID, Name, or UIN under the Search for User section.
  4. Enter the information of the person that you want to copy or move the roles.
  5. Click the Search button.
  6. Click the Manage/View Roles button.
  7. Click the check box next to the access you want to copy or move.
  8. Click the More Action button.
  9. Select NetID, Name, or UIN under the Search for User to Copy/Move Selected Roles to section.
  10. Enter the required information in the empty fields.
  11. Click the Search button.
  12. Select Copy or Move.
  13. NOTE: Copy means both individuals have the same access. Move remove the access from the current individual and grants it to the recipient.
  14. Click the Go button.
  15. Click the OK or Cancel button in the popup box to confirm your choice.

Access will be available the next day.


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Last Updated: February 22, 2018

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