Security and Access (including Approvers)

Aggie Enterprise and Aggie Enterprise Planning security models provide the appropriate level of access to each user.

Access to Aggie Enterprise and Aggie Enterprise Planning is based on:

See the sections below to learn who is permitted to access Aggie Enterprise or Aggie Enterprise Planning, how access is controlled through job roles or user groups, how to request access, the security liaisons who can request access on your behalf, and approvers in the applications.  

  • 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.
    • Exceptions: See "Aggie Enterprise is not available for".
       

    Aggie Enterprise access is not available for:*

           • 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
                009525 - 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

  • Aggie Enterprise

    Aggie Enterprise uses job roles to control access to data and features in the application. Each job role defines what you can see and do in the application. Job roles are provisioned based on business needs, determined by unit leadership. For the descriptions of job roles, see Job Roles and Access Levels.

    Aggie Enterprise Planning

    Aggie Enterprise Planning (AggieBudget replacement) uses user groups to control access. Each user group defines what you can see and do in the application. User groups are assigned based on business needs, determined by unit leadership. For the descriptions of user groups, see User Groups and Access Levels.

  • Requesting Access

  • Aggie Enterprise

    Only Aggie Enterprise Security Liaisons are permitted to submit requests for new access, access modifications, and access deactivations on your behalf. A Security Liaison is identified for each department, unit, or division.

    If you meet the general access policy requirements, you can contact your department's Aggie Enterprise Security Liaison to request access.

    Security Liaisons: For instructions on how to submit access requests for users, see Complete the Aggie Enterprise Access Request Form. 

    Aggie Enterprise Planning

    Only Aggie Enterprise Planning Security Liaisons are permitted to submit requests for new access, access modifications, and access deactivations on your behalf. A Security Liaison is identified for each department, unit, or division.

    If you meet the general access policy requirements, you can contact your department's Aggie Enterprise Planning Security Liaison to request access.

    Security Liaisons: For instructions on how to submit access requests for users, see Complete the Aggie Enterprise Planning Access Request Form. 

     

  • Automatic Deprovisioning (Losing Access)

  • Provisioned Aggie Enterprise users are automatically deprovisioned when they:

    •  Leave the university
    •  Move to a different department, division, or school (i.e. change business unit or HR Dept in UC Path) and change position.

    If the user changes position, but does not change business unit (BU) and HR Department, then access is maintained.

    If an employee continues to require Aggie Enterprise access after moving, a new access request needs to be submitted by the security liaison for the department, division, or school that the employee moves to.

  • Aggie Enterprise Security Liaisons

  • School, College and Administrative Unit Aggie Enterprise Security Liaisons
     

    OrganizationSecurity Liaison(s) 
    Agriculture and Natural Resources (ANR)Raghuvir Goradia
    Cal Aggie Alumni Association (CAAA)Christian Rockwood
    Garren Rock
    Leann Castaneda
    College of Agricultural & Environmental Sciences Gwen Caramanica
    Janelle Kohl
    Shannon Tanguay
    Tara Barbier
    Jennifer Gouine
    College of Biological SciencesJennifer Sang
    Laura Aranda Arestegui
    Nina Jogersen
    College of EngineeringElissa Roeser
    Melanie Clague
    College of Letters & ScienceSandra Cortes
    Juliana Tuttle
    Veronica Ledesma
    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
    Sofia Dunn
    FOA: BIATerrence Ireland
    Tiffany Wright
    FOA: SCM, Central Campus Finance, AdminITContact your manager for access provisioning
    Graduate School of ManagementJim Kelly
    Michele Goodman
    Graduate StudiesTrina Giardino
    Information and Education Technology (IET)Kathleen Beyer
    Juan Manuel Zaragoza Hernandez
    Julieta Favela
    Intercollegiate AthleticsSean Quinn
    Stephanie Shadwell
    LibraryElizabeth Vaziri
    Lynne Ashcraft
    Cameron Adams
    Office of ResearchHijab Chaudhry
    Office of the Chancellor and ProvostJennifer Paoli
    Matthew Foster
    School of EducationDamian Chapman
    Donna Connolly
    School of LawKristina Do-Vu
    Tuyet Hoang
    Daniela Esparza
    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 MedicineBrenda Scalzi
    Student AffairsMonica Wilson
    Sarah Reynolds
    Erin Curtis Baker
    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
    College of Agricultural & Environmental Sciences 
    Shannon Tanguay
    College of Biological SciencesLaura Aranda Arestegui
    College of EngineeringMelanie Clague
    College of Letters & ScienceJuliana Tuttle
    Sandra Cortes
    Continuing and Professional EducationBrad Tuana
    Development and Alumni Relations (DEVAR)Christian Rockwood
    Finance, Operations and Administration (FOA)Nicholas Penrose
    Graduate School of ManagementJim Kelly
    Michele Goodman
    Graduate StudiesTrina Giardino
    Steven Albrecht
    Info And Edu TechnologyAriel Cormier
    Intercollegiate AthleticsStephanie Shadwell
    Library Lynne Ashcraft
    Office of ResearchIndu Tandon
    Office of the ChancellorMichelle Dore
    Matthew Foster
    Jennifer Paoli
    Patricia Schuler
    Office of Diversity, Equity and InclusionMichelle Dore
    Matthew Foster
    Jennifer Paoli
    Patricia Schuler
    Office of Innovation and Economic DevelopmentMichelle Dore
    Matthew Foster
    Jennifer Paoli
    Patricia Schuler
    Office of the ProvostMichelle Dore
    Matthew Foster
    Jennifer Paoli
    Patricia Schuler
    School of EducationHeidi O'Guinn
    School of Law: Dean's Office

    Kristina Do-Vu

    Tuyet Hoang

    School of Medicine

    Gurpreet Bains
    Martinez Contreras
    Donna Fong
    Monica McKenzie
    Duncan Miller
    Carlos Padilla
    Jason Pope

    Kelsey Watkins
    Steffon Roberts

    School of NursingSteven Wells
    School of Veterinary MedicineBrenda Scalzi
    Student AffairsMonica Wilson
    Sarah Sheehan