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My-UI-Financials Resource Page

My-UI-Financials Access Manager - Search, Manage, and View Roles by User

  1. Login to the My-UI-Financials Access Manager.
  2. On Search tab, select the NetID, Name, or UIN option in the User Search section.
  3. Enter the information of the person that you want to look up.
  4. Select the Search button.
  5. Select the Manage/View Access link.
  6. Select the check box(es) next to the access you want to remove or copy.
  7. Select the Remove Roles or Copy Selected Roles button at the end of the list.
  8. If you are copying roles, select the NetID, Name, or UIN option by User Search.
  9. Enter the required information in the empty fields.
  10. Select the Search button.
  11. Select the Copy Roles button.
    NOTE: Copy means both individuals have the same access. 
  12. Confirm you want to copy the roles by selecting the Copy Roles button on the pop up screen.  

Access will be available the next day.


For My-UI-Financials questions, email

Last updated: February 14, 2019

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