Setting up delegate access for new lab manager
Last updated
Last updated
The lab manager will have permission, through their Concordia netname, to access and control certain aspects of Krista's grants and accounting. Instructions on how to set up each one are below:
FRIS: For the lab manager to have permission to submit CREW and CARE contracts on behalf of Krista in FRIS, have Krista complete this form:
Delegate access in Concur (for expense reports): Ask Krista to follow the instructions here: to assign the new lab manager as a delegate, so they can access her account for expense reports.
Grant viewing authority: Authorize them to access Krista's grants in UNITY by emailing fsmasterdata@concordia.ca (with Krista and the new lab manager in CC) with the form completed, and attach an up-to-date list of the grants you want to be visible to the lab manager (Krista will likely have the most complete list). Email template below.
Hi, Please find attached a completed Grant Authorization Form as well as a list of grants, so that my new research coordinator [First name, Last name] can assist with grant administration. Best, Krista Byers-Heinlein
BMO SpendDynamics: Delegate the new lab manager in BMO Spend Dynamics by asking Krista to email procurementcard@concordia.ca AND travelcard@concordia.ca with the following message:
Hi, This is a request to setup a delegate account for my new research coordinator [First name, Last name] (cc'd here) on BMO Spend Dynamics, so that she can complete the expense reports for my T-Card and P-Card. Here are their details: Name: [Lab manager first name, last name] Employee ID: [Lab manager employee ID] Employee Email: [Lab manager @concorida.ca email address] Thank you, Krista