Access

The Controller’s Office is responsible for the access and security of accounting related systems utilized by the University.

Request Access

To gain access to financial data, employees must:

  1. Complete required trainings.

    You must complete Banner 9 - General Navigation online curriculum and Banner Finance 101. Trainings are available online through Talent Management.

    Banner 9 - General Navigation online curriculum

    Banner Finance 101

  2. Submit the Banner Access Request form.

    You will submit a Microsoft Form, then sign an Adobe Sign agreement sent to your university email. Your supervisor must also sign the agreement via email before access will be granted.

    Request Banner Access

Additional Org & Approver Access

You may request to update, add, or remove org and approver access for financial transactions. These requests are processed through the Additional Org & Approver Access Form. After submission, you and your supervisor will receive an Adobe Sign Agreement before we review your request.

Additional Org & Approver Access Form

Customizing Banner

Use these steps to compile all your favorite forms in one place.

MySam employees webpage with Banner Administrative Application link highlighted

Step 1

Navigate to ‘Banner Administrative Applications

Banner

Banner menu search field populated with GUAUPRF and dropdown expanded with General User Preference Maintenance

Step 2

Type GUAUPRF in the search bar located in the center of the screen, then click ‘General User Preference Maintenance

General User Preference screen with display, alert, data extract, and user interface color setting options

Step 3

Edit as desired

The save button is located at the bottom right

Step 4

To add finish adding, click Save located at the bottom right of the screen

The X button is located at the top left next to the side navigation

Step 5

Click ‘X’ to close window, then sign out & back in to refresh

Tips

  • The ‘Display Form Name on Title Bar’ option is very helpful when you are starting out because it shows both the 7 character form name and the full form name together

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