Security and Access (including Approvers)

The Aggie Enterprise security model provides the appropriate level of access to each user.

Throughout Aggie Enterprise, there are three different levels of roles available to department users: Inquiry, Initiator and Approver. Roles are provisioned based on business needs, determined by unit leadership. 

  • Access is a School/College/Unit managed activity; requests for access must be submitted by the Security Liaison for your unit/department (see contact list in dropdown below).
  • Review the Understanding Aggie Enterprise Access and Job Roles guide for a summary of departmental roles available in Aggie Enterprise 
  • Review the list of Approvers
    • Finance and Supply Chain Transaction Approvers
    • Designated Unit ServiceNow Approvers
  • Aggie Enterprise (Oracle) uses our current "single sign-on" framework via Shibboleth.

Click below to learn more about security levels, access requests, liaisons and approvers.

Aggie Enterprise Planning, replacing AggieBudget, is a separate application. Access is a School/College/Unit managed activity, managed by AE Planning Security Liaisons.

  • Review the User Group and Access Levels knowledge base article for more information about the user groups in the Aggie Enterprise Planning application.

Questions? Contact your unit's security liaison. 

  • Who will have access
  • Aggie Enterprise access is available for:

         • Active employees with a primary job in UCPath business unit equal to DVCMP or UCANR with FTE greater than 0
           (See "Aggie Enterprise is not available to" for list of exceptions)
     

    Aggie Enterprise access is not available to:*

         • Business Unit DVMED
         • Contingent Workers; workers in UCPath that have a Job Code beginning with CWR and/or Pay Group = CWR
         • Temporary Affiliates (non-employees);
            UC Davis TES employees are not considered Temporary Affiliates, TES employees can be provisioned access if they are working in a DVCMP or UCANR department 
         • Without Salary (WOS) jobs 
         • Beginning 03/22/2024, employees with the following job codes:
              • 05116 - Sr Custodians
              • 008212 and 008213 - Bldg Maint Workers
              • 00925 - ANIMAL TECH I
              • 008543 - FARM LABORER

         • Beginning 04/12/2024, employees with the following job codes:
              • Cook including PD, Sr -  005523, 005522, 005520
              • Food Svc Worker including PRN, PD, Sr PD, LD, Sr -  005650, 005651, 005652, 005455, 005455, 005452

    *If a person falls into any of the above excluded (not available) categories, and it is believed they do need Aggie Enterprise access, please work with your unit's Aggie Enterprise Security Liaison to submit a "non-licensed user access request". The Aggie Enterprise Service Delivery team will review these requests and determine the appropriate next steps. When submitting a request for a non-licensed user include in the justification:
         1) does the user have an active award and/or grant, if so, when is the expiration date
         2) does the user have a material spend authority on campus?

  • Security Levels 

  •  

    Role TypeDefinitionWho should be assigned
    InquiryFull transparency into the system; these roles do not allow the user to perform any type of transactions. Anyone who needs access to view any part of Oracle; this may include faculty, staff and students, as appropriate. 
    Transactor (Initiator)Ability to create or take action in the system, but not approve a transaction. Anyone who will create, manage, upload, enter and correct information in the system.
    ApproverAbility to approve a transaction; multiple individuals can be assigned as approvers creating an approval group. Those individuals with authority to approve financial transactions on behalf of the unit.  

     

  • Requesting Access
  • Aggie Enterprise Security Liaisons (see table below to identify department contacts) have been identified for each department/unit and/or division.

    Questions about access should first go to your department's CAO or fiscal officer. If new/updated access is needed, reach out to your Aggie Enterprise Security Liaison and they will escalate appropriately. Utilizing the Aggie Enterprise Security Liaison will ensure questions are resolved as quickly as possible. 

    The role of the Security Liaison is to:
    > Review requested and assigned Aggie Enterprise roles.
    > Help respond to any questions or concerns for their departments.
    > Coordinate questions and access updates with the Aggie Enterprise Security team.
    > Approve access requests and assist with submitting requests to the Aggie Enterprise Security team.

    Process for Submitting Access Requests
    1. Work with department's CAO or fiscal officer to determine what access should be provisioned.
    2. Submit access request via email to your Aggie Enterprise Security Liaison (cc CAO or fiscal officer).
    3. Aggie Enterprise Security Liaison will submit the request to the Aggie Enterprise Security team. 
            • See Submitting Aggie Enterprise Access Requests (for Security Liaisons) KBA. 
    4. Aggie Enterprise Security Team will provision appropriate roles in Aggie Enterprise.
    ♦ Note that the Security Team will only process requests submitted by the designated liaison(s); all other requests will be cancelled. 

    For TES employees, requests should be submitted by the Security Liaison for the unit in which they work. That unit should ensure that all Aggie Enterprise Access is removed when the TES employee leaves the unit.
  • Aggie Enterprise Security Liaisons

  • School, College and Administrative Unit Aggie Enterprise Security Liaisons
     

    OrganizationSecurity Liaison(s) 
    Agriculture and Natural Resources (ANR)Scott Leaf
    Raghuvir Goradia
    Cal Aggie Alumni Association (CAAA)Christian Rockwood
    Garren Rock
    Leann Castaneda
    College of Agricultural & Environmental Sciences Asheley Greenlee
    Gwen Caramanica
    Janelle Kohl
    Shannon Tanguay
    Tara Barbier
    College of Biological SciencesJennifer Sang
    Laura Aranda Arestegui
    College of EngineeringElissa Roeser
    Melanie Clague
    College of Letters & ScienceJuliana Tuttle
    Sandra Cortes
    Continuing and Professional EducationLindsey Dunn
    Tim Belding
    Development and Alumni Relations (DEVAR)Christian Rockwood
    Leann Castaneda
    Jae Park
    Finance, Operations and Administration (FOA): Except SCM, Finance, AdminIT, BIANicholas Penrose (Primary)
    Amber Sharpe
    Irina Skiba
    FOA: BIATerrence Ireland
    Tiffany Wright
    FOA: SCM, Central Campus Finance, AdminITContact your manager for access provisioning
    Graduate School of ManagementJim Kelly
    Michele Goodman
    Graduate StudiesRosemary Martin-Ocampo
    Information and Education Technology (IET)Cameron Adams
    Juan Manuel Zaragoza Hernandez
    Julieta Favela
    Intercollegiate AthleticsSean Quinn
    Library Elizabeth Vaziri
    Lynne Ashcraft
    Office of ResearchDorothy Chan
    Tiffany Dong
    Office of the Chancellor and ProvostJennifer Paoli
    Matthew Foster
    School of EducationDamian Chapman
    Donna Connolly
    School of LawKristina Do-Vu
    Tuyet Hoang
    School of Medicine

    Aimee Marie Wilkins
    Laura Brown
    Virginia Rimando

    Please submit all access inquiries/requests for School of Medicine to HS-SOMAccounting@ucdavis.edu

    School of NursingHolly Evans
    Steven Wells
    School of Veterinary MedicineMary McNally
    Shireen Lovell
    Student AffairsMonica Wilson
    Sarah Reynolds
    UC Davis FoundationChristian Rockwood
    Jae Park
    UCDH / UCDMCPlease submit all access inquiries/requests for UCD Health / UCD Medical Center to HS-LEAP@ucdavis.edu
  • Approvers in Aggie Enterprise
  • Level D - Transaction Approvers
    > General Ledger (GL) Level D Approvers - to identify who a GL journal routes to for approval
    > Supply Chain Management (SCM) Approvers - to identify who a Supply Chain transaction (e.g., Requisition) routes to for approval
    View  GL and SCM Transaction Approvers 

    Designated Unit ServiceNow Approvers
    > People designated to approve ServiceNow requests from their unit for new Chart of Accounts values, including new PPM Non-Sponsored Projects
    > Also designated to approve new/ modify Customer and Memo lines requests for Accounts Receivable (AR) activities
    View Unit ServiceNow Approvers
  • AE Planning Security Liaisons

  • School, College and Administrative Unit Aggie Enterprise Security Liaisons for the Aggie Enterprise Planning application, replacing AggieBudget.
     

    OrganizationSecurity Liaison(s) 
    Audit and Management Advisory ServicesTony Firpo
    Haley Shaul
    Budget and Institutional Analysis (BIA)Stephanie Avery
    Joe Borges
    Laurie Carney
    Christine Herkenrath
    Jessica Lewis
    Sarah Mangum
    College of Agricultural & Environmental Sciences 
    Shannon Tanguay
    College of Biological SciencesJennifer Sang
    Laura Aranda Arestegui
    College of EngineeringMelanie Clague
    College of Letters & ScienceJuliana Tuttle
    Sandra Cortes
    Continuing and Professional EducationSean Lynch
    Brad Tuana
    Development and Alumni Relations (DEVAR)Christian Rockwood
    Tania Walden
    Finance, Operations and Administration (FOA)Nicholas Penrose
    Graduate School of ManagementJim Kelly
    Graduate StudiesRosemary Martin-Ocampo
    Erum Syed
    Intercollegiate AthleticsSean Quinn
    Library Elizabeth Vaziri
    Lynne Ashcraft
    Office of ResearchDorothy Chan
    Nicole Hobbs
    Indu Tandon
    Office of the Chancellor and ProvostMichelle Dore
    Matthew Foster
    Daniel Ojeda
    Jennifer Paoli
    Patricia Schuler
    School of EducationDamian Chapman
    Heidi O'Guinn
    School of Law: Dean's OfficeBrett Burns
    Kristina Do-Vu
    School of MedicineGurpreet Bains
    Christine Bates
    Stanley Chen
    Martinez Contreras
    Angeline Cunanan
    Mackenzie DeGroot
    Donna Fong
    Tara Foust
    Peili Hsu
    Brian Hudson
    Larisa Kure
    Monia McKenzie
    Duncan Miller
    Carlos Padilla
    Jason Pope
    Steffon Roberts
    School of Nursing
    Holly Evans
    Steven Wells
    School of Veterinary MedicineMary McNally
    Shireen Lovell
    Student AffairsMonica Wilson
    Cory Vu