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Hello this is Victoria Le with the FBMS Security Team
today I want to show you how to
request a role particularly when you are a new user
first thing you need to do is make sure we have the roles in hand
by looking at the role description report to know exactly what roles you need
but as a start it's always the F_ID
and the SE_Contractor or
SE_Employee for the first initial request
for the roles I can show you right now you can go into the main home page where
when you log into the portal
select 'FBMS access' it will send you to 'FBMS Access Request'
click on that and then go to the 'Role Request'
if you are doing it for yourself as a user
you can just click 'Continue' if you are not doing it for yourself and you are
creating a role request for somebody else then you have to select
'Request for Other User' you have to check this
I am going to do it as myself I'm not gonna check this and I am going
to click 'Continue'
once you click continue it gets you to the the main page of the role request
make sure every red asterisk is filled out
otherwise it will not get proccessed here at the functional area
select 'Indian Affairs' application leave it the way it is
the 'Request Reason' is "a role request for etc. etc." if you can detail it
as much as you can that would be great your name is already populated
so the manager will be...let's say you will fill that out be clicking that
magnifying glass
fill out your manager's name and then click "Search" the name will pop up
select that radio button and click 'Select' it gets you back to the main page
here at the accounting number you see the red asterisk you have to fill that out as well
and discuss with manager 'Yes' if you did
once you are here make sure you go down and click
'Attachment' first because if you don't when you click the select roles and
you are adding the roles
the SPOCs will reject because you don't have a form attached
so make sure you fill out all of your forms everything's
correct everything's there click 'Attachment'
and then click 'Browse' you will upload the file
so I'm going to upload lets say that is the form that I use
upload and then I click 'Attach' this is where you know your form is successfully attached by
seeing a check mark file attached there and here's your document and then click 'Continue'
it gets you back to the main page once you are at the main page 'Select the Roles in the Group'
it gets you to the role area
here if you know where you will need to go business process to different departments
you can select them
and then you will have to look for the sub-process so let's say i'm in 'Financial Assistance'
and then sub-process it breaks down into different categories
if you know exactly where you need to go you can do that
or another quicker way is just by doing a
selection like this go to the roles
profile group name put an asterisk and
FI_D and then asterisk this is the role like I said that you need
initially so if you do this and click go
it will show up FI_D this is to get access to the main
portal side of the core financial side
okay and then click 'Add' and add to the basket and then you also need to click
select asterisk put in an asterisk
and then 'SE_CON' if you are an employee it is 'EMP' if you are a contractor it is 'CON'
and let's say you don't know exactly if it is 'CONt' so just put
'CO' then asterisk or
'EM' and asterisk then it will show up
it has an employee
in the field or employee in the main area
so let's say you don't know any of those you can put 'SE_*' press enter and it will show up
contractors here employees here then other
select whichever suits you
for your position and your area if you are an employee or contractor
click that selection and then click
'Add' once you click add it tells you here's your basket these are the two
roles that you need
and finally just click 'Submit' it will submit
and it gets to the SPOC for approval it goes to the SPOC
account controller, training coordinator and then it goes back to the SPOC for the final approval
and then once ithat is finished you get an email that states you have completed
the role request everything is all done and then you can go ahead and request some other
request in the system if you have any questions feel free to contact the IA FBMS Security Team
Thank you and have a great day!