---
title: "Financial Administration - Common Financial System (CFS) Recommended Access Roles by Position"
canonical: "https://tech.calpoly.edu/space/CPKB/1781366785/Financial%20Administration%20-%20Common%20Financial%20System%20(CFS)%20Recommended%20Access%20Roles%20by%20Position"
format: markdown
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These are the recommended Access Roles for campus positions: *(click below to view lists)*

### ASA/ASC

<details>
<summary>Click to view ASA / ASC lists</summary>

- **CSUBUY Shopper**  
(CFSCSU_PO_JG_Shopper)
- **CSUBUY Requester**  
(CFSCSU_PO_JG_Requester)
- **Financial Inquiry**   
(CFSSL_EU_FINANCIAL_INQUIRY)
- **Pro Card**   
(CFSCSU_AP_ProCard_02)
- **Finance Dashboard**   
(CFSSL_ZR_DB_FINANCE_USERS)
</details>

### Admin Analyst

<details>
<summary>Click to view Admin Analyst lsts</summary>

- **CSUBUY Shopper**  
(CFSCSU_PO_JG_Shopper)
- **CSUBUY Requester**  
(CFSCSU_PO_JG_Requester)
- **Financial Inquiry**   
(CFSSL_EU_FINANCIAL_INQUIRY)
- **Pro Card**   
(CFSCSU_AP_ProCard_02)
- **Finance Dashboard**   
(CFSSL_ZR_DB_FINANCE_USERS)
- **Property Dashboard**   
(CFSSL_ZR_DB_PROPERTY)
- **Payroll Labor Cost Dashboard**   
(CFSSL_ZR_DB_PAYROLL_ALL)
</details>

### MPP / Deans / Chairs 

<details>
<summary>Click to view MPP / Deans / Chairs lists</summary>

- **CSUBUY DOA Approver**  
(CFSCSU_PO_JG_DOA_Approver)
- **Financial Inquiry **  
(CFSSL_EU_FINANCIAL_INQUIRY)
- **Finance Dashboard**  
(CFSSL_ZR_DB_FINANCE_USERS)
- **Payroll Labor Cost Dashboard**  
(CFSSL_ZR_DB_PAYROLL_ALL)
</details>

### Permissions granted to each Access Role

| **Access Role** | **Description** |
| --- | --- |
| **Financial Inquiry **  
(CFSSL_EU_FINANCIAL_INQUIRY) | View-only access to Accounts Payable, Purchasing, Asset Mgmt, Receiving, General Ledger, and Chart of Accounts information. |
| **Finance Dashboard**  
(CFSSL_ZR_DB_FINANCE_USERS) | Finance Dashboard access to review financial transactions. |
| **Payroll Labor Cost Dashboard**  
(CFSSL_ZR_DB_PAYROLL_ALL) | Allows access to employee salaries and benefits. Should only be granted to those managing budgets. |
| **Property Dashboard**  
(CFSSL_ZR_DB_PROPERTY) | Property Dashboard access to review Asset Management and Physical Inventory data. Should only be granted to those maintaining departmental property. |
| **Pro Card**  
(CFSCSU_AP_ProCard_02) | Required for anyone with a ProCard. Allows the reconciliation of ProCard transactions and printing account statements. |
| **CSUBUY Shopper**  
(CFSCSU_PO_JG_Shopper) | Allows user to build a cart in CSUBUY and assign to a Requester |
| **CSUBUY Requester**  
(CFSCSU_PO_JG_Requester) | Allows user to build and submit a cart |
| **CSUBUY DOA Approver**  
(CFSCSU_PO_JG_DOA_Approver) | Grants delegated fiscal authority to approve transactions in CSUBUY up to the designated level threshold by dollar amount |

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