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Roles

Roles

Owned by Former user (Deleted)
Last updated: Jan 16, 2025 by Pat Zelei

Roles are defined by the district to represent the basic functions, responsibilities, or tasks of users in the district.  Each role is granted one or more "Permissions", each of which allows a specific functionality within the software.   For example, there are separate permissions which allow create, update, delete, and/or view access to each main interface in the system. Each user is then assigned one or more roles, thus granting them the permissions related to those roles.

When creating roles you cannot use an underscore in the role id.  Underscores are reserved for SSDT standard roles.  You cannot edit or delete roles that contain underscores (the SSDT standard roles).

SSDT Roles

The following roles are standard SSDT created roles. For new, non-migrating instances, these roles will be available when the instance is created. 

USAS RoleClassic USAS IdentifierDefinition
SYSMAN_USEROECN_SYSMANClassic System Manager Role
USAS_MANAGEROECN_USAS_GMClassic USAS Group Manager Role
USAS_STANDARDOECN_USASClassic USAS Standard Role
USAS_ROOECN_USAS_ROClassic USAS Read-Only Role
USAS_REQOECN_USAS_REQClassic USAS Requisition-Only Role
USAS_FILEARCHIVEN/AFile Archive View Role
USAS_USER_PROFILEN/AThis role grants the necessary permissions to allow a user to make limited updates to any user profile. 
EMIS_SIFN/AEMIS SIF Role
AR_MANAGEROECN_AR_GMClassic ARF Group Manager Role
AR_STANDARDOECN_AR

Classic ARF Standard Role

AR_ROOECN_AR_ROClassic ARF Read-Only Role

While each user's classic identifier was imported into USAS when the migration from Classic software occurred, roles may be further defined by the entity.  Below are a few examples of new roles that may also be created: 

TREASURER

SUPERINTENDENT

SECRETARY

ASSISTANT-TREASURER

ACCOUNTS PAYABLE

ACCOUNTS RECEIVABLE

SECRETARY

TECH COORDINATOR

TEACHER

Permissions

Permissions can be assigned when creating a role and allow a user to perform certain functions within the software. Permissions are set up in a hierarchy. Granting access to the top level grants all the access below it.  For example, the following permissions are available for vendors:

USAS_VENDOR

USAS_VENDOR_CREATE

USAS_VENDOR_DELETE

USAS_VENDOR_REPORT

USAS_VENDOR_UPDATE

USAS_VENDOR_VIEW

Granting a permission of USAS_VENDOR will give the ability to create, delete, update, run reports and view vendors.  Granting a permission of USAS_VENDOR_VIEW only to a user will restrict a user to view vendors only. 

Limited permissions will limit the functions of another permission that has been granted. Currently, the only limited permission available is LIMITED_USAS_USER_UPDATE. If this permission is granted it will limit that user from certain functions of the USAS_USER_UPDATE permissions if granted on the role or ANY of the other roles assigned to the user.

Create a Role

  1. From the System menu select 'Role'
  2. Click on
  3. Enter in an Id and description
    1.  
  4. Grant the Role Permissions 

    1. Highlight the desired permission

      To select more than one permission at a time hold the control key and click on each one

      To select more than one permission in consecutive order highlight the first permission, hold the shift key and highlight the last permission

    2. click the arrow to the right to assign a permission and click the arrow to the left to un-assign a permission
  5. Click on   to create the Role, click on  to not create the Role and return to the Role grid

Search for a Role

The Role grid allows the user to search for existing account filters by clicking in the filter row in the grid columns and entering in the desired information. Click on any row of the search results to see a summary view of the record.  The Advanced Search can be utilized by clicking on the   in the upper right side of the grid.

Edit a Role

Click on the in the grid beside the Role to edit it. Only fields that are allowed to be edited will be displayed. Any user that is granted the Role that is being updated will automatically assume the updates done to that Role once the changes are saved.

Delete a Role

Click on  in the grid beside the desired Role . A confirmation box will appear asking to confirm that the Role should be deleted.

Roles may only be deleted if the role is not assigned to any user record

SSDT Roles Permissions

  • SYSMAN_USER role is equivalent to the ITC System Manager identifier in Classic.  The SYSMAN_USER role contains complete access to the following permissions:
    • ADMIN
    • LOGIN
    • MODULE
    • MODULE_CONFIG
    • USAS

  • USAS_MANAGER role is equivalent to the OECN_USAS_GM (USAS Group Manager) identifier in Classic.  The USAS_MANAGER role contains the following permissions:
    • ADMIN_REPORTS
    • LIMITED_USAS_USER_UPDATE
    • LOGIN
    • MODULE_AUDIT (complete access)
    • MODULE_CONFIG_ORGANIZATION
    • MODULE_CUSTOMFIELD (complete access)
    • MODULE_FILE (complete access)
    • MODULE_IMPORT
    • USAS_ACCOUNT (complete access)
    • USAS_ACCOUNTCHANGEREQUEST
    • USAS_ACCOUNTHISTORY
    • USAS_ACCOUNTMAPPING
    • USAS_ACCOUNTSUMMARY
    • USAS_ACCOUNTTRANSACTION
    • USAS_ACCOUNTTRANSITION
    • USAS_ACTIVITYLEDGER
    • USAS_ANTIPCATEDREVENUE
    • USAS_APPROPRIATION
    • USAS_BANKACCOUNT
    • USAS_BUDGET
    • USAS_BUDGETING
    • USAS_CASHRECONCILIATION
    • USAS_CODES
    • USAS_DELIVERYADDRESS
    • USAS_DISBURSEMENT
    • USAS_DISTRIBUTION
    • USAS_EIS
    • USAS_EMIS
    • USAS_FILTERS
    • USAS_FISCALPERIOD
    • USAS_FORECASTING
    • USAS_GAAP
    • USAS_GENERALLEDGER
    • USAS_INTERFUNDCASH
    • USAS_INVOICE
    • USAS_OPU
    • USAS_ORGANIZATION
    • USAS_PAYABLE
    • USAS_PENDINGTRANSACTION
    • USAS_POSTINGPERIOD
    • USAS_PRIVACY
    • USAS_PROJECT
    • USAS_PROPOSEDAMOUNT
    • USAS_PURCHASEORDER
    • USAS_RECEIPT
    • USAS_REFUND
    • USAS_REQUISITION
    • USAS_RIGHT_REPORT
    • USAS_RIGHT_VIEW
    • USAS_TRANSACTION_ANTICIPATED_REVENUE
    • USAS_TRANSACTION_BUDGET
    • USAS_USER_REPORT
    • USAS_USER_VIEW
    • USAS_USER_REPORT
    • USAS_USER_UPDATE
    • USAS_USER_VIEW
    • USAS_VENDOR

The USAS_MANAGER role contains the LIMITED_USAS_USER_UPDATE permission that will limit access granted by the USAS_USER_UPDATE permission. This role should NOT be assigned in combination with the Admin or SYSMAN_USER roles.


  • USAS_STANDARD role is equivalent to the OECN_USAS (USAS Standard) identifier in Classic.  The USAS_STANDARD role contains the following permissions:
    • LOGIN
    • MODULE_FILE
    • MODULE_FILE_CREATE
    • MODULE_FILE_FISCALYEARREPORT
    • MODULE_FILE_FISCALYEARREPORT_REPORT
    • MODULE_FILE_FISCALYEARREPORT_VIEW
    • MODULE_FILE_MONTHLYREPORT
    • MODULE_FILE_MONTHLYREPORT_REPORT
    • MODULE_FILE_MONTHLYREPORT_VIEW
    • USAS_ACCOUNT (complete access)
    • USAS_ACCOUNTCHANGEREQUEST
    • USAS_ACCOUNTHISTORY
    • USAS_ACCOUNTMAPPING
    • USAS_ACCOUNTSUMMARY
    • USAS_ACCOUNTTRANSACTION
    • USAS_ACCOUNTTRANSITION
    • USAS_ACTIVITYLEDGER
    • USAS_ANTICIPATEDREVENUE
    • USAS_APPROPRIATION
    • USAS_BANKACCOUNT
    • USAS_BUDGET
    • USAS_BUDGETING
    • USAS_CASHRECONCILIATION
    • USAS_CODES
    • USAS_DELIVERYADDRESS
    • USAS_DISBURSEMENT
    • USAS_DISTRIBUTION
    • USAS_EIS
    • USAS_EMIS
    • USAS_FISCALPERIOD
    • USAS_FORECASTING
    • USAS_GAAP
    • USAS_GENERALLEDGER
    • USAS_INTERFUNDCASH
    • USAS_INVOICE
    • USAS_OPU_REPORT
    • USAS_OPU_VIEW
    • USAS_PAYABLE
    • USAS_PENDINGTRANSACTION
    • USAS_PRIVACY_TAXID
    • USAS_PRIVACY_VENDOR_ACH
    • USAS_PROJECT
    • USAS_PROPOSEDAMOUNT
    • USAS_PURCHASEORDER
    • USAS_RECEIPT
    • USAS_REFUND
    • USAS_REQUISITION
    • USAS_TRANSACTION_ANTICIPATED_REVENUE
    • USAS_TRANSACTION_BUDGET
    • USAS_VENDOR

  • USAS_RO role is equivalent to the OECN_USAS_RO (USAS Read-Only) identifier in Classic.  The USAS_RO role contains the following permissions:
    • ADMIN_AUDITEVENTS_REPORT
    • LOGIN
    • MODULE_FILE_FISCALYEARREPORT_REPORT
    • MODULE_FILE_FISCALYEARREPORT_VIEW
    • MODULE_FILE_MONTHLYREPORT_REPORT
    • MODULE_FILE_MONTHLYREPORT_VIEW
    • USAS_ACCOUNTCHANGEREQUEST_REPORT
    • USAS_ACCOUNTCHANGEREQUEST_VIEW
    • USAS_ACCOUNTHISTORY_BUDGET_REPORT
    • USAS_ACCOUNTHISTORY_BUDGET_VIEW
    • USAS_ACCOUNTHISTORY_CASH_REPORT
    • USAS_ACCOUNTHISTORY_CASH_VIEW
    • USAS_ACCOUNTHISTORY_EXPENDITURE_REPORT
    • USAS_ACCOUNTHISTORY_EXPENDITURE_VIEW
    • USAS_ACCOUNTHISTORY_REPORT
    • USAS_ACCOUNTHISTORY_REVENUE_REPORT
    • USAS_ACCOUNTHISTORY_REVENUE_VIEW
    • USAS_ACCOUNTMAPPING_REPORT
    • USAS_ACCOUNTMAPPING_VIEW
    • USAS_ACCOUNTSUMMARY_REPORT
    • USAS_ACCOUNTSUMMARY_VIEW
    • USAS_ACCOUNTTRANSACTION_REPORT
    • USAS_ACCOUNTTRANSITION_REPORT
    • USAS_ACCOUNT_CASH_REPORT
    • USAS_ACCOUNT_CASH_VIEW
    • USAS_ACCOUNT_EXPENDITURE_REPORT
    • USAS_ACCOUNT_EXPENDITURE_VIEW
    • USAS_ACCOUNT_FUND_REPORT
    • USAS_ACCOUNT_FUND_VIEW
    • USAS_ACCOUNT_REPORT
    • USAS_ACCOUNT_REVENUE_REPORT
    • USAS_ACCOUNT_REVENUE_VIEW
    • USAS_ACCOUNT_VIEW
    • USAS_ACTIVITYLEDGER_REPORT
    • USAS_ACTIVITYLEDGER_VIEW
    • USAS_ANTICIPATEDREVENUE_REPORT
    • USAS_ANTICIPATEDREVENUE_VIEW
    • USAS_APPROPRIATION_REPORT
    • USAS_APPROPRIATION_VIEW
    • USAS_BANKACCOUNT_REPORT
    • USAS_BANKACCOUNT_VIEW
    • USAS_BUDGETING_REPORT
    • USAS_BUDGETING_VIEW
    • USAS_BUDGET_REPORT
    • USAS_BUDGET_VIEW
    • USAS_CASHRECONCILIATION_REPORT
    • USAS_CASHRECONCILIATION_VIEW
    • USAS_CODES_REPORT
    • USAS_CODES_VIEW
    • USAS_DISBURSEMENT_REPORT
    • USAS_DISBURSEMENT_VIEW
    • USAS_DISTRIBUTION_REPORT
    • USAS_DISTRIBUTION_VIEW
    • USAS_EIS_PENDING_REPORT
    • USAS_EMIS_BUILDING_REPORT
    • USAS_EMIS_CIVILPROCEEDING_REPORT
    • USAS_EMIS_FEDERALASSISTANCE_REPORT
    • USAS_FISCALPERIOD_REPORT
    • USAS_FISCALPERIOD_VIEW
    • USAS_FORECASTING_VIEW
    • USAS_GAAP_EXPORT_VIEW
    • USAS_GENERALLEDGER_REPORT
    • USAS-GENERALLEDGER_VIEW
    • USAS_INTERFUNDCASH_REPORT
    • USAS_INTERFUNDCASH_VIEW
    • USAS_INVOICE_REPORT
    • USAS_INVOICE_VIEW
    • USAS_OPU_REPORT
    • USAS_OPU_VIEW
    • USAS_PAYABLE_REPORT
    • USAS_PAYABLE_VIEW
    • USAS_PENDINGTRANSACTION_REPORT
    • USAS_PENDINGTRANSACTION_VIEW
    • USAS_PROJECT_REPORT
    • USAS_PROJECT_VIEW
    • USAS_PROPOSEDAMOUNT_REPORT
    • USAS_PROPOSEDAMOUNT_VIEW
    • USAS_PURCHASEORDER_REPORT
    • USAS_PURCHASEORDER_VIEW
    • USAS_RECEIPT_REPORT
    • USAS_RECEIPT_VIEW
    • USAS_REFUND_REPORT
    • USAS_REFUND_VIEW
    • USAS_REQUISITION
    • USAS_TRANSACTION_ANTICIPATED_REVENUE_REPORT
    • USAS_TRANSACTION_BUDGET_REPORT
    • USAS_TRANSACTION_BUDGET_VIEW
    • USAS_TRANSACTION_CASH_REPORT
    • USAS_TRANSACTION_REPORT
    • USAS_VENDOR_REPORT
    • USAS_VENDOR_VIEW

File Archive View

This role does not contain access to the File Archive Reports. Some reports in the File Archive may contain sensitive information like the Vendor Tax ID. To grant users access to all reports in the file archive, the USAS_FILEARCHIVE role can be granted.


  • USAS_REQ role is equivalent to the OECN_USAS_REQ (USAS REQ-Only) identifier in Classic.  The USAS_REQ role contains the following permissions:
    • LOGIN
    • USAS_ACCOUNTHISTORY_BUDGET_VIEW
    • USAS_ACCOUNTHISTORY_EXPENDITURE_VIEW
    • USAS_ACCOUNT_EXPENDITURE_VIEW
    • USAS_BUDGET_VIEW
    • USAS_REQUISITION
    • USAS_REQUISITION_CREATE
    • USAS_REQUISITION_DELETE
    • USAS_REQUISITION_REPORT
    • USAS_REQUISITION_UPDATE
    • USAS_REQUISITION_VIEW
    • USAS_TRANSACTION_BUDGET_VIEW
    • USAS_VENDOR_VIEW

  • USAS_FILEARCHIVE role may be granted to users who need to view the File Archive Reports. Reports may contain sensitive information related to Vendor Tax ID information.
    • LOGIN
    • MODULE_FILE_AUDITREPORT
    • MODULE_FILE_AUDITREPORT_REPORT
    • MODULE_FILE_AUDITREPORT_VIEW
    • MODULE_FILE_CALENDARYEARREPORT
    • MODULE_FILE_CALENDARYEARREPORT_REPORT
    • MODULE_FILE_FISCALYEARREPORT
    • MODULE_FILE_FISCALYEARREPORT_REPORT
    • MODULE_FILE_FISCALYEARREPORT_VIEW
    • MODULE_FILE_MONTHLYREPORT
    • MODULE_FILE_MONTHLYREPORT_REPORT
    • MODULE_FILE_MONTHLYREPORT_VIEW
    • MODULE_FILE_OTHER
    • MODULE_FILE_OTHER_REPORT
    • MODULE_FILE_OTHER_VIEW
  • USAS_FILEARCHIVE_MANAGER role may be granted to users who need to view and manage the File Archive Reports. This role includes the ability to delete folders and individual reports from the File Archive. Reports may contain sensitive information related to Vendor Tax ID information.
    • LOGIN
    • MODULE_FILE
    • MODULE_FILE_AUDITREPORT
    • MODULE_FILE_AUDITREPORT_REPORT
    • MODULE_FILE_AUDITREPORT_VIEW
    • MODULE_FILE_CALENDARYEARREPORT
    • MODULE_FILE_CALENDARYEARREPORT_REPORT
    • MODULE_FILE_FISCALYEARREPORT
    • MODULE_FILE_FISCALYEARREPORT_REPORT
    • MODULE_FILE_FISCALYEARREPORT_VIEW
    • MODULE_FILE_MONTHLYREPORT
    • MODULE_FILE_MONTHLYREPORT_REPORT
    • MODULE_FILE_MONTHLYREPORT_VIEW
    • MODULE_FILE_OTHER
    • MODULE_FILE_OTHER_REPORT
    • MODULE_FILE_OTHER_VIEW
  • USAS_USER_PROFILE role may be granted to users that should have limited access to update User information. This role will limit the USAS_USER_UPDATE access so that it does not include certain User functions like assigning roles or enabling/disabling users. Fields available to edit on the Users record with this role include name, title, email address, filters, selectable group chains, requisition prefixes, restrict requisitions, balance checking flags: allow negative appropriation, allow negative budget and warn on negative amounts. 
    • LIMITED_USAS_USER_UPDATE
    • USAS_USER_UPDATE
    • USAS_USER_VIEW

This Role limits the ability to update User Roles and some other high level functions. This should NOT be granted to users with SYSMAN_USER or ADMIN roles. Doing so will prevent those users from being able to update roles, including their own.


  • EMIS_SIF role may be granted to users who need to run the EMIS option under the EXTRACT menu.  The EMIS_SIF role contains the following permissions
    • USAS_ACCOUNT_CASH_VIEW
    • USAS_ACCOUNT_EXPENDITURE_VIEW
    • USAS_ACCOUNT_REVENUE_VIEW
    • USAS_APPROPRIATION_VIEW
    • USAS_OPU_VIEW


  • AR_MANAGER role is equivalent to the OECN_AR_GM identifier in Classic.  The AR_MANAGER role contains the following permissions:
    • LOGIN
    • MODULE_AUDIT
    • MODULE_AUDIT_CREATE
    • MODULE_AUDIT_DELETE
    • MODULE_AUDIT_REPORT
    • MODULE_AUDIT_VIEW
    • MODULE_CUSTOMFIELD
    • MODULE_CUSTOMFIELD_CREATE
    • MODULE_CUSTOMFIELD_DELETE
    • MODULE_CUSTOMFIELD_REPORT
    • MODULE_CUSTOMFIELD_UPDATE
    • MODULE_CUSTOMFIELD_VIEW
    • MODULE_FILE
    • MODULE_FILE_CREATE
    • MODULE_FILE_FISCALYEARREPORT
    • MODULE_FILE_FISCALYEARREPORT_REPORT
    • MODULE_FILE_FISCALYEARREPORT_VIEW
    • MODULE_FILE_MONTHLYREPORT
    • MODULE_FILE_MONTHLYREPORT_REPORT
    • MODULE_FILE_MONTHLYREPORT_VIEW
    • MODULE_IMPORT
    • USAS_ACCOUNTSRECEIVABLE


  • AR_STANDARD role is equivalent to the OECN_AR identifier in Classic.  The AR_STANDARD role contains the following permission:
    • LOGIN
    • USAS_ACCOUNTSRECEIVABLE


  • AR_RO role is equivalent to the OECN_AR_RO identifier in Classic.  The AR_RO role contains the following permissions:
    • LOGIN
    • USAS_ACCOUNTSRECEIVABLE_ARLEDGER_VIEW
    • USAS_ACCOUNTSRECEIVABLE_BILLING_REPORT
    • USAS_ACCOUNTSRECEIVABLE_BILLING_VIEW
    • USAS_ACCOUNTSRECEIVABLE_CREDIT_REPORT
    • USAS_ACCOUNTSRECEIVABLE_CREDIT_VIEW
    • USAS_ACCOUNTSRECEIVABLE_CUSTOMER_VIEW
    • USAS_ACCOUNTSRECEIVABLE_LEDGERCODE_REPORT
    • USAS_ACCOUNTSRECEIVABLE_LEDGERCODE_VIEW
    • USAS_ACCOUNTSRECEIVABLE_LEDGER_REPORT
    • USAS_ACCOUNTSRECEIVABLE_PAYMENTLOCATION_VIEW
    • USAS_ACCOUNTSRECEIVABLE_PAYMENT_REPORT
    • USAS_ACCOUNTSRECEIVABLE_PAYMENT_VIEW
    • USAS_ACCOUNTSRECEIVABLE_REPORT
    • USAS_ACCOUNTSRECEIVABLE_VIEW


Available USAS Permissions:

ADMIN

PermissionDescription
ADMINFull access to all permissions in USAS
ADMIN_AUDITEVENTSAccess to Auditable Events Report
ADMIN_AUDITEVENTS_REPORTAccess to Auditable Events Report
ADMIN_CONSOLE
ADMIN_EVENTSAllows user to see the Monitor view 
ADMIN_IMPERSONATE
ADMIN_JOBSAbitlity to submit jobs that are not user jobs
ADMIN_LOGGING
ADMIN_LOGGING_VIEWAbility to view logging events
ADMIN_MASSCHANGEAbility to save/delete/execute mass changes
ADMIN_MASSCHANGE_CREATE
ADMIN_MASSCHANGE_DELETE
ADMIN_MASSCHANGE_EXECUTE
ADMIN_REPORTSFull access to Reports and options on the Report Manager grid. Access to enable/disable Report Bundles.
ADMIN_RIGHT
ADMIN_RIGHT_CREATE


LOGIN

PermissionDescription
LOGINAccess to log into the system


MODULE

PermissionDescription
MODULEFull Access to Configuration, Custom Field Definitions, DBA and Rules under System; Access to Audit Trail Report
MODULE_ADMIN
MODULE_ADMIN_VIEW
MODULE_AUDITAccess to Audit Trail Report
MODULE_AUDIT_CREATE
MODULE_AUDIT_DELETE
MODULE_AUDIT_REPORTAccess to Audit Trail Report
MODULE_AUDIT_UPDATE
MODULE_AUDIT_VIEW
MODULE_CONFIGAccess to Configuration under System
MODULE_CONFIG_ORGANIZATION
MODULE_CUSTOMFIELDFull Access to Custom Field Definition under System
MODULE_CUSTOMFIELD_CREATECreate access to Custom Field Definition under System
MODULE_CUSTOMFIELD_DELETEDelete access to Custom Field Definition under System
MODULE_CUSTOMFIELD_REPORTCreate Custom Field Definition Report
MODULE_CUSTOMFIELD_UPDATEUpdate Custom Field Definition under System
MODULE_CUSTOMFIELD_VIEWView Custom Field Definition under System
MODULE_DBAFull access to DBA under System
MODULE_DBA_BACKUPBackup access to DBA under System
MODULE_DBA_QUERYQuery access to DBA under System
MODULE_FILEFull access to the File Archive under Utilities, including the ability to delete folders and individual reports.
MODULE_FILE_CREATE
MODULE_FILE_FISCALYEARREPORT
MODULE_FILE_FISCALYEARREPORT_REPORT
MODULE_FILE_FISCALYEARREPORT_VIEW
MODULE_FILE_MONTHLYREPORT
MODULE_FILE_MONTHLYREPORT_REPORT
MODULE_FILE_MONTHLYREPORT_VIEW
MODULE_IMPORT
MODULE_PATCH
MODULE_PATCH_ADMIN
MODULE_PATCH_CREATE
MODULE_PATCH_DELETE
MODULE_PATCH_REPORT
MODULE_PATCH_UPDATE
MODULE_PATCH_VIEW
MODULE_RULESFull access to Rules under System
MODULE_RULES_CREATECreate access to Rules under System
MODULE_RULES_DELETEDelete access to Rules under System
MODULE_RULES_REPORTNot available at this time
MODULE_RULES_UPDATEUpdate access to Rules under System
MODULE_RULES_VIEWView access to Rules under System
MODULE_TEMPLATE
MODULE_TEMPLATE_REPORT


USAS

PermissionDescription
USASAccess to all permissions under the USAS permission
USAS_ACCOUNTAccess to all permissions under the USAS_ACCOUNT permission.
USAS_ACCOUNTCHANGEREQUESTFull access to Account Change option under Utilities and Account Change Request Report
USAS_ACCOUNTCHANGEREQUESTR
USAS_ACCOUNTCHANGEREQEUSTR_UPDATEUpdate access to Account Change option under Utilities
USAS_ACCOUNTCHANGEREQUEST_CREATECreate access to Account Change option under Utilities
USAS_ACCOUNTCHANGEREQUEST_DELETEDelete access to Account Change option under Utilities
USAS_ACCOUNTCHANGEREQUEST_REPORTAccess to Account Change Request Report
USAS_ACCOUNTCHANGEREQUEST_VIEWView access to Account Change option under Utilities
USAS_ACCOUNTHISTORYAccess to Cash Account History, Cash Account History Detail and Monthly Balance Reports
USAS_ACCOUNTHISTORY_BUDGET
USAS_ACCOUNTHISTORY_BUDGET_CREATE
USAS_ACCOUNTHISTORY_BUDGET_DELETE
USAS_ACCOUNTHISTORY_BUDGET_REPORT
USAS_ACCOUNTHISTORY_BUDGET_UPDATE
USAS_ACCOUNTHISTORY_BUDGET_VIEW
USAS_ACCOUNTHISTORY_CASHAccess to Cash Account History, Cash Account History Detail, Audit Trail and Monthly Balance Reports
USAS_ACCOUNTHISTORY_CASH_CREATE
USAS_ACCOUNTHISTORY_CASH_DELETE
USAS_ACCOUNTHISTORY_CASH_REPORTAccess to Cash Account History, Cash Account History Detail, Audit Trail and Monthly Balance Reports
USAS_ACCOUNTHISTORY_CASH_UPDATE
USAS_ACCOUNTHISTORY_CASH_VIEW
USAS_ACCOUNTHISTORY_EXPENDITURE
USAS_ACCOUNTHISTORY_EXPENDITURE_CREATE
USAS_ACCOUNTHISTORY_EXPENDITURE_DELETE
USAS_ACCOUNTHISTORY_EXPENDITURE_REPORT
USAS_ACCOUNTHISTORY_EXPENDITURE_UPDATE
USAS_ACCOUNTHISTORY_EXPENDITURE_VIEW
USAS_ACCOUNTHISTORY_REPORTAccess to Cash Account History, Cash Account History Detail, Audit Trail and Monthly Balance Reports
USAS_ACCOUNTHISTORY_REVENUE
USAS_ACCOUNTHISTORY_REVENUE_CREATE
USAS_ACCOUNTHISTORY_REVENUE_DELETE
USAS_ACCOUNTHISTORY_REVENUE_REPORT
USAS_ACCOUNTHISTORY_REVENUE_UPDATE
USAS_ACCOUNTHISTORY_REVENUE_VIEW
USAS_ACCOUNTMAPPING
USAS_ACCOUNTMAPPING_CREATE
USAS_ACCOUNTMAPPING_DELETE
USAS_ACCOUNTMAPPING_REPORT
USAS_ACCOUNTMAPPING_UPDATE
USAS_ACCOUNTMAPPING_VIEW
USAS_ACCOUNTSUMMARY
USAS_ACCOUNTSUMMARY_CREATE
USAS_ACCOUNTSUMMARY_REPORT
USAS_ACCOUNTSUMMARY_UPDATE
USAS_ACCOUNTSUMMARY_VIEW
USAS_ACCOUNTTRANSACTION
USAS_ACCOUNTTRANACTION_REPORT
USAS_ACCOUNTTRANSITION
USAS_ACCOUNTTRANSITION_REPORT

USAS_ACCOUNT_CASH

Full Access to Cash accounts under Core; Cash Summary and Appropriation and Receivables by Cash Reports
USAS_ACCOUNT_CASH_CREATECreate Access to Cash Accounts under Core
USAS_ACCOUNT_CASH_DELETEDelete Access to Cash Accounts under Core
USAS_ACCOUNT_CASH_REPORTAccess to Cash Summary and Appropriation and Receivables by Cash Reports
USAS_ACCOUNT_CASH_UPDATEUpdate Access to Cash Accounts under Core
USAS_ACCOUNT_CASH_VIEWView Access to Cash Accounts under Core
USAS_ACCOUNT_EXPENDITUREFull Access to Expenditure accounts under Core; Budget Summary, Budget Summary MOE and Financial Budget Reports
USAS_ACCOUNT_EXPENDITURE_CREATECreate Access to Expenditure Accounts under Core
USAS_ACCOUNT_EXPENDITURE_DELETEDelete Access to Expenditure Accounts under Core
USAS_ACCOUNT_EXPENDITURE_REPORTAccess to Budget Summary, Budget Summary MOE and Financial Budget Reports
USAS_ACCOUNT_EXPENDITURE_UPDATEUpdate Access to Expenditure Accounts under Core
USAS_ACCOUNT_EXPENDITURE_VIEWView Access to Expenditure Accounts under Core
USAS_ACCOUNT_FUNDFull Access to Fund under Core; Summary of Cash Balances by Fund, Summary of Expenditures by Fund and Summary of Revenue by Fund Reports
USAS_ACCOUNT_FUND_CREATECreate Access to Fund under Core
USAS_ACCOUNT_FUND_DELETEDelete Access to Fund under Core
USAS_ACCOUNT_FUND_REPORTAccess to Summary of Cash Balances by Fund, Summary of Expenditures by Fund and Summary of Revenue by Fund Reports
USAS_ACCOUNT_FUND_UPDATEUpdate Access to Fund under Core
USAS_ACCOUNT_FUND_VIEWView Access to Fund under Core
USAS_ACCOUNT_REPORTAccess to Account Validation, Financial Report by Forecast Line Number and USAS Auditor Extract - Account Reports
USAS_ACCOUNT_REVENUEFull Access to Revenue under Core; Revenue Expense Worksheet and Revenue Summary Reports
USAS_ACCOUNT_REVENUE_CREATECreate Access to Revenue under Core
USAS_ACCOUNT_REVENUE__DELETEDekete Access to Revenue under Core
USAS_ACCOUNT_REVENUE_REPORTAccess to Revenue Expense Worksheet and Revenue Summary Reports
USAS_ACCOUNT_REVENUE_UPDATEUpdate Access to Revenue under Core
USAS_ACCOUNT_REVENUE_VIEWView Access to Revenue under Core
USAS_ACTIVITYLEDGERAccess to Activity Ledger Query and Budget Account Activity, Financial Detail, Listing of Transaction by Account, Reduction of Expenditure Ledger, Refund Ledger, Revenue Account Activity, Transaction Ledger - Vendor and USAS Auditor Extraction - Transaction Reports.
USAS_ACTIVITYLEDGER_DELETENot available at this time.
USAS_ACTIVITYLEDGER_REPORTAccess to Budget Account Activity, Financial Detail, Listing of Transaction by Account, Reduction of Expenditure Ledger, Refund Ledger, Revenue Account Activity, Transaction Ledger - Vendor and USAS Auditor Extraction - Transaction Reports.
USAS_ACTIVITYLEDGER_UPDATENot available at this time.
USAS_ACTIVITYLEDGER_VIEWAccess to Activity Ledger Query
USAS_ADMINAccess to positive pay under Extract menu and Automatic Reconciliation under Utilities menu
USAS_ADMIN_CONFIG
USAS_ADMIN_MOTDAccess to positive pay under Extract menu and Automatic Reconciliation under Utilities menu
USAS_ANTICIPATEDREVENUEAccess to Chart of Accounts - Revenue Report
USAS_ANTICIPATEDREVENUE_CREATE
USAS_ANTICIPATEDREVENUE_DELETE
USAS_ANTICIPATEDREVENUE_REPORTAccess to Chart of Accounts - Revenue Report
USAS_ANTICIPATEDREVENUE_UPDATE
USAS_ANTICIPATEDREVENUE_VIEW
USAS_APPROPRIATIONFull Access to Appropriation accounts under Core; Appropriation Expense, Appropriation Summary and Negative Appropriation Account Reports.
USAS_APPROPRIATION_CREATECreate Access to Appropriation accounts under Core
USAS_APPROPRIATION_DELETEDelete Access to Appropriation accounts under Core
USAS_APPROPRIATION_REPORTAccess to Appropriation Expense, Appropriation Summary and Negative Appropriation Account Reports
USAS_APPROPRIATION_UPDATEUpdate Access to Appropriation accounts under Core
USAS_APPROPRIATION_VIEWView Access to Appropriation accounts under Core
USAS_BANKACCOUNTFull access to Bank Accounts under Core
USAS_BANKACCOUNT_CREATECreate access to Bank Accounts under Core
USAS_BANKACCOUNT_DELETEDelete access to Bank Accounts under Core
USAS_BANKACCOUNT_REPORTNot available at this time
USAS_BANKACCOUNT_UPDATEUpdate access to Bank Accounts under Core
USAS_BANKACCOUNT_VIEWView access to Bank Accounts under Core
USAS_BUDGETAccess to Budget Expense Worksheet, Chart of Accounts - Budget, Classic Carry Over Reconciliation and Negative Budget Reports
USAS_BUDGETINGFull Access to Scenarios under Budgeting; Access to Appropriation Resolution, Certification Reports and Spending Plan under Periodic; Access to Spending Plan Comparison, Spending Plan Monthly and Spending Plan Summary Reports
USAS_BUDGETING_CREATECreate access to Scenarios under Budgeting
USAS_BUDGETING_DELETEDelete access to Scenarios under Budgeting
USAS_BUDGETING_REPORTAccess to Appropriation Resolution, Certification Reports, Spending Plan Comparison, Spending Plan Monthly and Spending Plan Summary Reports
USAS_BUDGETING_UPDATEUpdate access to Scenarios under Budgeting
USAS_BUDGETING_VIEWView access to Scenarios under Budgeting
USAS_BUDGET_CREATENot available at this time
USAS_BUDGET_DELETENot available at this time
USAS_BUDGET_REPORTAccess to Budget Expense Worksheet, Chart of Accounts - Budget, Classic Carry Over Reconciliation and Negative Budget Reports
USAS_BUDGET_UPDATENot available at this time
USAS_BUDGET_VIEWNot available at this time
USAS_CASHRECONCILIATIONFull Access to Cash Reconciliation under Periodic
USAS_CASHRECONCILIATION_CREATECreate access to Cash Reconciliation under Periodic
USAS_CASHRECONCILIATION_DELETEDelete access to Cash Reconciliation under Periodic
USAS_CASHRECONCILIATION_REPORTNot available at this time
USAS_CASHRECONCILIATION_UPDATEUpdate access to Cash Reconciliation under Periodic
USAS_CASHRECONCILIATION_VIEWView access to Cash Reconciliation under Periodic
USAS_CODES
USAS_CODES_CREATE
USAS_CODES_DELETE
USAS_CODES_REPORT
USAS_CODES_UPDATE
USAS_CODES_VIEW
USAS_DELIVERYADDRESSFull Access to Delivery Addresses under Core
USAS_DELIVERYADDRESS_UPDATEUpdate Access to Delivery Addresses under Core
USAS_DISBURSEMENTFull access to Disbursements under Transactions; Access to Disbursement Detail, Disbursement Summary and Void Refund Ledger Reports
USAS_DISBURSEMENT_CREATECreate access to Disbursements under Transactions
USAS_DISBURSEMENT_DELETEDelete access to Disbursements under Transactions
USAS_DISBURSEMENT_REPORTAccess to Disbursement Detail, Disbursement Summary and Void Refund Ledger Reports
USAS_DISBURSEMENT_UPDATEUpdate access to Disbursements under Transactions
USAS_DISBURSEMENT_VIEWView access to Disbursements under Transactions
USAS_DISTRIBUTIONFull access to Distributions under Transactions
USAS_DISTRIBUTION_CREATECreate access to Distributions under Transactions
USAS_DISTRIBUTION_DELETEDelete access to Distributions under Transactions
USAS_DISTRIBUTION_REPORT
USAS_DISTRIBUTION_UPDATEUpdate access to Distributions under Transactions
USAS_DISTRIBUTION_VIEWView access to Distributions under Transactions
USAS_EISAccess to the Pending Inventory Extract Report
USAS_EIS_PENDINGAccess to the Pending Inventory Extract Report
USAS_EIS_PENDING_CREATENot available at this time
USAS_EIS_PENDING_DELETENot available at this time
USAS_EIS_PENDING_REPORTAccess to the Pending Inventory Extract Report
USAS_EIS_PENDING_UPDATENot available at this time
USAS_EMISFull access to Building Profiles, Civil Proceedings, Federal Assistance Detail and Summary under Periodic; Full access to EMIS under Extracts; Access to Building Profiles, Civil Proceedings, Federal Assistance Detail and Summary Reports
USAS_EMIS_BUILDINGFull access to Building Profiles under Periodic
USAS_EMIS_BUILDING_REPORTAccess to Building Profiles Report
USAS_EMIS_CIVILPROCEEDINGFull access to Civil Proceedings under Periodic
USAS_EMIS_CIVILPROCEEDING_REPORTAccess to Civil Proceedings Report
USAS_EMIS_FEDERALASSISTANCEFull access to Federal Assistance Detail and Federal Assistance Summary under Periodic
USAS_EMIS_FEDERALASSISTANCE_REPORTAccess to Federal Assistance Detail and Summary Reports
USAS_ENCUMBRANCEIMPACT
USAS_ENCUMBRANCEIMPACT_CREATE
USAS_ENCUMBRANCEIMPACT_DELETE
USAS_ENCUMBRANCEIMPACT_REPORT
USAS_ENCUMBRANCEIMPACT_VIEW
USAS_FILTERSFull access to Account Filters under Utilities
USAS_FILTERS_CREATECreate access to Account Filters under Utilities
USAS_FILTERS_DELETEDelete access to Account Filters under Utilities
USAS_FILTERS_REPORTNot available at this time
USAS_FILTERS_UPDATEUpdate access to Account Filters under Utilities
USAS_FILTERS_VIEWView access to Account Filters under Utilities
USAS_FISCALPERIOD
USAS_FISCALPERIOD_CREATE
USAS_FISCALPERIOD_DELETE
USAS_FISCALPERIOD_REPORT
USAS_FISCALPERIOD_UPDATE
USAS_FISCALPERIOD_VIEW
USAS_FORECASTINGFull access to Five Year Forecast under Periodic
USAS_FORECASTING_VIEWView access to Five Year Forecast under Periodic
USAS_GAAPFull access to GAAP under Extract
USAS_GAAP_EXPORTAccess to GAAP under Extract
USAS_GAAP_EXPORT_VIEWView access to GAAP under Extract
USAS_GENERALLEDGER
USAS_GENERALLEDGER_CREATE
USAS_GENERALLEDGER_DELETE
USAS_GENERALLEDGER_REPORT
USAS_GENERALLEDGER_UPDATE
USAS_GENERALLEDGER_VIEW

USAS_GROUP

Full access to manage System > Group and Group Chain information for Workflows. The Workflows Module must be enabled.
USAS_GROUP_CREATE

Create new Groups and Group Chains

USAS_GROUP_DELETEDelete Groups and Group Chains
USAS_GROUP_REPORTGenerate reports showing Group and Group Chain information
USAS_GROUP_UPDATEEdit Groups and Group Chains
USAS_GROUP_VIEWView Groups and Group Chains
USAS_INTERFUNDCASHFull access to Transfers/Advances under Transaction; Access to Fund to Fund Transfer Ledger and Transfer Advance Summary Reports
USAS_INTERFUNDCASH_CREATECreate access to Transfer/Advances under Transaction
USAS_INTERFUNDCASH_DELETEDelete access to Transfer/Advances under Transaction
USAS_INTERFUNDCASH_REPORTAccess to Fund to Fund Transfer Ledger and Transfer Advance Summary Reports
USAS_INTERFUNDCASH_UPDATEUpdate access to Transfer/Advances under Transaction
USAS_INTERFUNDCASH_VIEWView access to Transfer/Advances under Transaction
USAS_INVOICEFull access to AP Invoices (Legacy) under Transaction; Access to Outstanding Invoices by Vendor Name Report
USAS_INVOICE_CREATECreate access to AP Invoices under Transaction
USAS_INVOICE_DELETEDelete access to AP Invoices under Transaction
USAS_INVOICE_REPORTAccess to Outstanding Invoices by Vendor Name Report
USAS_INVOICE_UPDATEUpdate access to AP Invoices under Transaction
USAS_INVOICE_VIEWView access to AP Invoices under Transaction
USAS_MODULE
USAS_MODULE_CRA
USAS_MODULE_CRA_UPDATE
USAS_OPUFull access to OPUs under Core; Access to OPU Listing report
USAS_OPU_CREATECreate access to OPUs under Core
USAS_OPU_DELETEDelete access to OPUs under Core
USAS_OPU_REPORTAccess to OPU Listing report
USAS_OPU_UPDATEUpdate access to OPUs under Core
USAS_OPU_VIEWView access to OPUs under Core
USAS_ORGANIZATIONFull access to Organization under Core
USAS_ORGANIZATION_REPORTNot available at this time
USAS_ORGANIZATION_UPDATEUpdate access to Organization under Core
USAS_ORGANIZATION_VIEWView access to Organization under Core
USAS_PAYABLEFull access to Payble under Transaction
USAS_PAYABLE_REPORTNot available at this time
USAS_PAYABLE_VIEWView access to Payable under Transaction
USAS_PENDINGTRANSACTIONFull access to Pending Transactions under Transaction
USAS_PENDINGTRANSACTION_CREATECreate access to Pending Transactions under Transaction
USAS_PENDINGTRANSACTION_DELETEDelete access to Pending Transactions under Transaction
USAS_PENDINGTRANSACTION_REPORTNot available at this time
USAS_PENDINGTRANSACTION_UPDATEUpdate access to Pending Transactions under Transaction
USAS_PENDINGTRANSACTION_VIEWView access to Pending Transactions under Transaction
USAS_POSTINGPERIODFull access to Posting Periods under Core
USAS_POSTINGPERIOD_CREATECreate access to Posting Periods under Core
USAS_POSTINGPERIOD_DELETEDelete access to Posting Periods under Core
USAS_POSTINGPERIOD_REPORTNot available at this time
USAS_POSTINGPERIOD_UPDATEUpdate access to Posting Periods under Core
USAS_POSTINGPERIOD_VIEWView access to Posting Periods under Core
USAS_PRIVACYAccess to Privacy restricted fields
USAS_PRIVACY_TAXIDAccess Vendor Tax Id Number field.  USAS_RO and USAS_REQ users do not have this permission and cannot see the 1099 Extract option on the Periodic menu.
USAS_PRIVACY_VENDOR_ACHAccess Vendor ACH fields. USAS_RO and USAS_REQ users do not have this permission.
USAS_PROJECTFull access to Projects under Core
USAS_PROJECT_CREATECreate access to Projects under Core
USAS_PROJECT_DELETECreate access to Projects under Core
USAS_PROJECT_REPORTNot available at this time
USAS_PROJECT_UPDATECreate access to Projects under Core
USAS_PROJECT_VIEWCreate access to Projects under Core
USAS_PROPOSEDAMOUNTFull access to Proposed Amounts under Budgeting
USAS_PROPOSEDAMOUNT_CREATECreate access to Proposed Amounts under Budgeting
USAS_PROPOSEDAMOUNT_DELETECreate access to Proposed Amounts under Budgeting
USAS_PROPOSEDAMOUNT_REPORTNot available at this time
USAS_PROPOSEDAMOUNT_UPDATECreate access to Proposed Amounts under Budgeting
USAS_PROPOSEDAMOUNT_VIEWCreate access to Proposed Amounts under Budgeting
USAS_PURCHASEORDERFull access to Purchase Orders under Transaction; Access to Impact on Encumbrance Report, Purchase Order Detail and Purchase Order Summary Reports
USAS_PURCHASEORDER_CREATECreate access to Purchase Orders under Transaction
USAS_PURCHASEORDER_DELETEDelete access to Purchase Orders under Transaction
USAS_PURCHASORDER_REPORTAccess to Impact on Encumbrance Report, Purchase Order Detail and Purchase Order Summary Reports
USAS_PURCHASORDER_UPDATEUpdate access to Purchase Orders under Transaction
USAS_PURCHASORDER_VIEWView access to Purchase Orders under Transaction
USAS_RECEIPTFull access to Receipts under Transaction; Access to Receipt Ledger and Receipt Listing Reports
USAS_RECEIPT_CREATECreate access to Receipts under Transaction
USAS_RECEIPT_DELETEDelete access to Receipts under Transaction
USAS_RECEIPT_REPORTAccess to Receipt Ledger and Receipt Listing Reports
USAS_RECEIPT_UPDATEUpdate access to Receipts under Transaction
USAS_RECEIPT_VIEWView access to Receipts under Transaction
USAS_REFUNDFull access to Refunds under Transaction
USAS_REFUND_CREATECreate access to Refunds under Transaction
USAS_REFUND_DELETEDelete access to Refunds under Transaction
USAS_REFUND_REPORT
USAS_REFUND_UPDATEUpdate access to Refunds under Transaction
USAS_REFUND_VIEWView access to Refunds under Transaction
USAS_REQUISITIONFull access to Requisitions and Requisition (Legacy) under Transaction; Access to RAM Export; Requisition Detail and Requisition Summary Reports
USAS_REQUISITION_CREATECreate access to Requisitions and Requisition (Legacy) under Transaction
USAS_REQUISITION_DELETEDelete access to Requisitions and Requisition (Legacy) under Transaction
USAS_REQUISITION_REPORTWhen USAS Requisition Approval Workflow is enabled, the Requistion Approval Report will be under the Report menu. Access to RAM Export; Requisition Detail and Requisition Summary Reports.  
USAS_REQUISITION_UPDATEUpdate access to Requisitions and Requisition (Legacy) under Transaction
USAS_REQUISITION_VIEWView access to Requisitions and Requisition (Legacy) under Transaction
USAS_RIGHTFull access to Roles under System
USAS_RIGHT_CREATECreate access to Roles under System
USAS_RIGHT_DELETEDelete access to Roles under System
USAS_RIGHT_REPORTNot available at this time
USAS_RIGHT_UPDATEUpdate access to Roles under System
USAS_RIGHT_VIEWView access to Roles under System
USAS_TRANSACTION
USAS_TRANSACTION_ANTICIPATED
USAS_TRANSACTION_ANTICIPATED_REVENUE
USAS_TRANSACTION_ANTICIPATED_REVENUE_DELETE
USAS_TRANSACTION_ANTICIPATED_REVENUE_REPORT
USAS_TRANSACTION_BUDGET
USAS_TRANSACTION_BUDGET_DELETE
USAS_TRANSACTION_BUDGET_REPORT
USAS_TRANSACTION_CASH
USAS_TRANSACTION_CASH_CREATE
USAS_TRANSACTION_CASH_DELETE
USAS_TRANSACTION_CASH_REPORT
USAS_TRANACTION_REPORT
USAS_USERFull Access to Users under System
USAS_USER_CREATECreate Access to Users under System
USAS_USER_DELETEDelete Access to Users under System
USAS_USER_PASSWORDPassword Access to Users under System
USAS_USER_REPORTNot available at this time
USAS_USER_UPDATEUpdate Access to Users under System
USAS_USER_VIEWView Access to Users under System
USAS_VENDORFull access to Vendors under Core; Access to Post Import Vendor, USAS Auditor Extract - Vendor, Vendor Listing and Vendor Master Listing Reports
USAS_VENDOR_CREATEFull access to Vendors under Core
USAS_VENDOR_DELETEDelete access to Vendors under Core
USAS_VENDOR_REPORTAccess to Post Import Vendor, USAS Auditor Extract - Vendor, Vendor Listing and Vendor Master Listing Reports
USAS_VENDOR_UPDATEUpdate access to Vendors under Core
USAS_VENDOR_VIEWView access to Vendors under Core
USAS_WORKFLOWSAllows user to access the Workflow Module
USAS_WORKFLOWS_ADMINFull access to all workflows and the status of all workflows.
USAS_WORKFLOWS_BYPASSAllows the Bypass of the Approval Workflow Chain 


LIMITED

PermissionDescription
LIMITED_USAS_USER_UPDATELimits the USAS_USER_UPDATE permission so that only certain fields can be modified. These fields include: name, title, email address, filters, selectable group chains, requisition prefixes, restrict requisitions, balance checking flags: allow negative appropriation, allow negative budget and warn on negative amounts. This Permission should NOT be granted on any role to users that should have Admin level access to assign roles or enable/disable users.

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