Request Budget Access

Owned by Justin Freeman
Last updated: Apr 05, 2024
1 min read

First-Time Finance Administrative Banner Users

If you do not currently have an Administrative Banner account (check the list of accounts in Computer Accounts Menu if you aren't sure), follow these instructions:

  1. Log into your Banner account.

  2. Select the Personal Menu.

  3. Select the Computer Accounts Menu and choose Manage Your Accounts.

  4. Go to the bottom of the page under the Request Resource section.

  5. Open the "Select resource type..." drop-down menu and select "Administrative Banner" and click on the "Continue" button.

  6. The "Create Resource" web page will open. Complete the following:

    1. Who is your supervisor?  This may already be filled in.  If not, indicate your supervisor.

    2. What SPU department or work group do you work in? Fill in department name.

    3. What access level do you need: Enter "FINANCE_DEPTUSER."

  7. Click "Submit."

  8. Once processed CIS will send you confirmation that your account has been set up.

  9. Once you have access to Administrative Banner, your supervisor should fill out this JIRA form to request the specific funds and orgs you will need.

Additional Access Required

If you already have access to some budget codes, but need access to additional codes, please proceed as indicated below starting in step 9.

If you already have access to Administrative Banner but need access to the budget codes, click on "request increased permissions" under the Administrative Banner Account section of Manage Computer Resources.  Complete forms as indicated below starting in step 4.