The Business and Financial Systems group handles access requests and issues, workflow changes and system enhancement requests for units in the division of Finance and Administration’s Service Center of Excellence.

Systems administered and supported by the Business and Finance Systems Department are:

  • ConnectCarolina Finance
  • ConnectCarolina HR
  • ConnectCarolina Student Administration
  • InfoPorte Finance
  • InfoPorte HR

In addition to Finance and HR ConnectCarolina and InfoPorte applications, the department currently supports the following departmental and campus-wide systems:

  • CBM
  • Bill Presentation
  • InterscopePlus
  • Facilities Planning & Construction
  • Facility Focus
  • *Other systems to be determined

Getting Access to ConnectCarolina and Companion Systems

  1. Complete the access request form, list Business Units and Department Numbers you need to access
  2. Submit the completed and signed access request form
  3. Sign up and completed recommended and required training
    1. Complete recommended CBT training
    2. Sign up for required in-class training
    3. Sign Terms of Use for ConnectCarolina and InfoPorte (site is automatically available to staff with an Onyen)
  4. Complete required in-class training and/or CBT trainings
  5. Send email notification listing completed training class to: connectcarolina_training@unc.edu
  6. Test access and report any access issues to your ARC, Access Request Coordinator

All Other Systems

  1. Complete the access request form
  2. Submit the completed and signed access request form
  3. Test access and report any access issues to your ARC, Access Request Coordinator

Adding Additional Documents or Information to an Existing Request

  1. Go to https://help.fa.unc.edu/
  2. Log in with your Onyen and password
  3. Click on My Submitted Requests
  4. Locate the request which you want to update
  5. Click on the Request Number to the left of the request
  6. Enter your update (Worklog and/or Upload Attachment) and click Finish
(Download a Printable Version)

System Access

(New access, access changes, revoke access)

Department Responsibility

  • User completes required system access request form
  • Obtain manager’s approval
  • Submit request via Service Management System (SMS)
  • Sign terms of use (new access only)
  • Register for and complete required training classes
  • Complete required computer-based training (CBT)
  • Take FERPA, pass quiz (HR access)
  • Send email to connectcarolina_training@unc.edu, notifying required training complete
  • Test system access and report any issues

SCE Responsibility

  • Verify and process access request
  • Resolve access issues / obtain additional information as needed
  • Obtain central office or foundation approval as required
  • Track request to completion
  • Notify requester that access is granted
  • Close the service request

Security Team Responsibility

  • Determine access roles needed and verify needed form is attached
  • Verify access request form has the required signature
  • Contact ARC regarding questions or missing information
  • Verify that required terms of use acknowledged
  • Verify required training is complete
  • Grant/revoke/modify access
  • Notify ARC/user that access request has been granted

Workflow Configuration

Department Responsibility

  • User completes required system access form
  • Obtain manager’s approval
  • Submit request via Service Management System (SMS)
  • Test system access and report any issues

SCE Responsibility

  • Verify access form is approved by manager
  • Contact department regarding questions or missing information
  • Complete workflow configuration change
  • Resolve access issues / obtain additional information as needed
  • Notify requester that workflow configuration is completed
  • Close the service request

Grant System Access (Connect Carolina)

Grant System Access (Connect Carolina) Process Map

Grant System Access (Other Systems)

Grant System Access (Other Systems)

Revoke System Access

Grant System Access (Other Systems)

Request Service

General Requirements

  1. PID# (look up my PID)
  2. Onyen
  3. Your phone number
  4. E-mail address
  5. Departments and business units you need to access

Access Request Forms

Resources

Initial Service Level Expectations

The average time required to process request and grant access to an application is based on the date when a fully completed and signed access request is submitted:

  • New Access & Access Modification – Training NOT Required, average of 5 business days or less
  • New Access & Access Modification – Training IS required*, average of 5 business days or less after completion of required training class. *Most classes are offered twice a month.
  • Access revocation – 3 business days or less
  • Service Requests with missing or inaccurate information will result in a processing delay

Special Access such as central office functions and foundation business units require additional approvals. It is recommended to obtain the special approval and include the approval document with the initial access request.

General Questions

Email scebfs@unc.edu.