Financial Production, Summit Reporting, and UMass BuyWays (including the managed Travel Program access within it) use the same log-in credentials as your campus email account. Be sure that you use your full UMass Lowell email account (firstname.lastname@example.org or email@example.com) and the corresponding password.
Access is granted upon request and the appropriate approvals. Employees request access via an electronic form with approvals from their direct supervisor. All requests get reviewed and have security roles/access approved by data custodians. Request the form needed from the table, below:
|Functional Area||Data Custodian||Request Form||Job Aid||Check DocuSign Status|
|Budget, General Ledger, Buyways and Summit||Budget_Office@uml.edu||Budget & Summit Access Request||Financial Services Access Request Form Job Aid (pdf)||Contact Information Technology (I.T.)|
|Access Form Examples (pdf)|
|Grants Management||Sonia_Ourique@uml.edu||Grant Access Request|
The status of successfully submitted university DocuSign documents can be checked by contacting I.T.
Finance Security Reference Materials
- UMass Finance Security Role Handbook - defines general access for each role; users can have multiple roles; roles define the functionality a user has access to utilize.
- Department Security Tree - used to control the data that a user can access; assigned at department and/or node level.
- Finance Standard Roles - roles all users are provided at account creation.
Termination of Access
All access is terminated once a person is no longer employed at UMass Lowell.