User and Account Management in NUcore Aaron Rosen
- Slides: 11
User and Account Management in NUcore Aaron Rosen, Linda Lewandosky, Jeff Weiss, and Todd Shamaly Contact: nucore@northwestern. edu
NUcore A transaction processing system for core facilities at Northwestern 2
Three Key Components • Products (managed by cores) • Payment Sources • People (NUcore System Roles) 3
Payment Sources • • Chartstrings Split Payment Sources (multi-chart string) Purchase Orders (managed by cores) Credit Cards (managed by cores) 4
People (System Roles) • • • Global Admins (NUcore Team) Core Staff, Managers & Directors Payment Source Owners (PIs) Purchasers/Users: Grad Students, Post-Docs Department/Center Administrators 5
Original Roles Core Manager/Director In addition to managing the core’s products, activity and finances – Manage Payment Source access – Create User accounts – Create all Payment Source types Payment Source Owner – – – Receive Billing Notifications and Payment Source User update emails Can update an in-process order’s Payment Source and dispute charges Manage Payment Source access (membership) Run reports on Payment Source activity Suspend Payment Sources Purchaser/User – Purchase, review their own activity on individual Payment Sources 6
Original Department Role Business Administrator Attached to specific payment sources – – – Receive Billing Notifications Can update an in-process order’s Payment Source and dispute charges Manage Payment Source access (membership) Run reports on Payment Source activity Suspend Payment Sources 7
New Department Role Account Manager Independent of specific Payment Sources or Cores, this is a new “Global” role – – – Create new User accounts Create Chartstrings Manage Payment Source access Note: The Account Manager role creates Users and Chartstrings and sets up relationships between the two; the Business Administrator role is a specific relationship between a User Account and a Chartstring 8
Advantages of Department/Center User & Account Management • • • Receive billing notifications (change PS & Dispute) Prevent unauthorized usage (suspend Chartstrings) Manage access during onboarding/exiting of students Run usage reports Avoid cost transfers (front load the work in NUcore) 9
What you still can’t do… NUcore Team (Global Admin) functionality – Update user information (External User accounts, internal/external pricing flag) – Review Activity Log (chartstring adds and removals) – Review all transactions across all facilities Centrally locked functionality – Chartstring Expiration (governed by NUFinancials; contact OSR/ASRSP!) – Cannot remove User accounts (User deactivation is coming) – Pre-Spend chartstrings should be available at this time 10
Contacts NUcore Team: nucore@northwestern. edu Linda Lewandosky Aaron Rosen Todd Shamaly Jeff Weiss 11
