Manage User Roles

Roles

Users who manage roles for other users can do so by selecting an option under the "Manage Roles" section of the left-hand navbar.

CAMS Roles

  • Senior BA
    • This role has the access of an Org Manager, Account Manager, and Core Admin, plus the ability to create or remove Org Managers.
      • Assignable by the CAMS admin or a "Senior BA Role Creator" (a role managed outside of the CAMS UI)
      • Has the ability to manage internal & external spending access to accounts in the part of the Org tree at or below where the role is assigned
      • Can manage internal (Grant & Non-Grant) along with external account data 
      • Can create Org Managers, Core Administrators, and Account Managers
      • Can revoke their own access by clicking a red X at the end of each role viewable within Roles -> By User. 
  • Org Manager
    • This role has the access of an Account Manager, manages internal 26-digit account details (Grant and non-grant) across their assigned Organization or Department, plus the ability to create or remove Account Managers.
      • Assignable by the CAMS admin or a Senior BA
      • Has the ability to manage spending access to accounts in the part of the Org tree at or below where the role is assigned
      • Can revoke their own access by clicking a red X at the end of each role viewable within Roles -> By User. 
  • Account Manager
    • This role can manage spending access on accounts to which it is assigned.
      • Assignable by the CAMS admin, Senior BA, or Org Manager
      • Can revoke their own access by clicking a red X at the end of each role viewable within Roles -> By User. 
  • Core Admin
    • This role can manage external account data and spending access to which it is assigned.
      • Assignable by the Core's Senior BA 
      • Can revoke their own access by clicking a red X at the end of each role viewable within Roles -> By User. 

By User

A user managing roles by person begins by selecting a person from a person picker and pressing the "Go" button.

Once a user is selected, the page will display some basic (read-only) information about the selected user as well as sections for managing the user's management of accounts, orgs, and cores.

Account Manager

The accounts management section includes an account (org-fund-prog-cref) picker. Selecting an account from this picker will grant the user access to manage that account.

  • An account manager can manage access to that account but cannot update that account's information.
  • This section also contains a table of all of the accounts the user can currently manage.
  • The access to manage that account can be revoked by pressing the red "×" at the end of the row.

Core Admin

The Core Admin section includes a drop-down of CAMS cores.

  • Selecting a core from this drop-down will grant the user access to manage that core.
  • A Core Admin can manage account information for any external account. They can also create new external accounts.
  • This section also contains a table of all the cores the user can manage. Access to manage a core can be revoked by pressing the red "×" at the end of the row.

Org Manager

The orgs management section includes an org picker.

  • Selecting an org from this picker will grant the user access to manage CAMS accounts for that org.
  • An Org Manager can manage access for all accounts in that org (and all accounts for all orgs beneath this org in the tree) and can also manage the information for all of those accounts as well. They can also create new non-grant accounts.
  • This section also contains a table of all of the orgs the user can currently manage. The access to manage that org can be revoked by pressing the red "×" at the end of the row.

Senior BA

The Senior BA management section includes an org picker.

  • Selecting an org from this picker will grant the user access to manage CAMS accounts for that org.
  • A Senior BA can manage access for all accounts in that org (and all accounts for all orgs beneath this org in the tree) and can also manage the information for all of those accounts as well.
  • They can also create new non-grant accounts, and can assign the Org Manager role for any org in their section of the Org Tree.
  • This section also contains a table of all of the orgs the user can currently manage. The access to manage that org can be revoked by pressing the red "×" at the end of the row.

By Account

A user managing roles by account begins by selecting an account from an account picker and pressing the "Go" button.

Once an account is selected, the page will display some basic (read-only) information about it and sections for the users who can manage it as Account Managers, Org Managers, and Senior BAs.

Account Managers

The account manager section includes a table of users who can manage this account because they have been directly assigned as Account Managers.

  • The user can revoke Account Manager access to this account by pressing the red "×" at the end of a row in the table.
  • The user can grant Account Manager access to this account by selecting a user from the person picker in this section.

Org Managers and Senior BAs

This section displays a read-only table of users who can manage this account because they are Org Managers or Senior BAs on the account's org, or a parent of the account's org.

  • These assignments cannot be changed from this page because they are granted at the org level.

By Core

A user managing roles by core begins by selecting a core from a core drop-down and pressing the "Go" button.

Once a core is selected, the page will display some basic (read-only) information about it and a section for managing the core's admins.

Core Admins

This section displays a table of admins for the core.

  • Press the red "×" at the end of a table row to revoke the admin role.
  • The user can grant Core Admin access to this core by selecting a user from the person picker.

By Org

A user managing roles by org begins by selecting an org from the org picker and pressing the "Go" button.

Once an org is selected, the page will display some basic (read-only) information about the selected org as well as sections for the users who can manage that org as org managers or as senior BAs.

Org Managers

The org manager section contains a person picker for adding org manager access to this org for a selected user.

  • This section also contains a table of users with org manager access to this org.
  • Access can be revoked by pressing the red "×" at the end of the table row.

Senior BAs

The org manager section contains a person picker for adding Senior BA access to this org for a selected user.

  • This section also contains a table of users with Senior BA access to this org.
  • Access can be revoked by pressing the red "×" at the end of the table row.

Other Org Managers and Senior BAs who can manage accounts in this org

This section shows other Org Managers or Senior BAs who can manage this org because they have an assignment on an org higher in the org tree.

  • To manage these assignments, follow the link in the row you wish to manage to the org that the assignment is on.

Org Tree

This page displays the entire University org tree. For each org it displays the organization code and a description. If the org has children, they are displayed nested under the org.