CalUsource Access Request Form

Requestor's Information (Individual Submitting Form):

*May or may not be same as user needing to be added or removed.

Name*

First Name

Last Name

Email *

User's Information (Individual for Whom Account Is Created or Removed):

Role*

Procurement Staff Faculty/Staff (other than Procurement)

Request Type*

Add User (All users must be added individually to ensure proper level of access) Modify Existing User (All users must be modified individually) Remove User (Multiple users can be removed in one request)

Full Name and Email Address of User to Add*

Full Name and Email Address of User(s) to Remove (or Upload Document Below)*

Full Name and Email Address of User to Modify*

Modification Description*

Affiliation*

University of California (UC) UC Health National Labs

UC Location *

UC Health Location *

National Lab Location *

Level of Access Requested*

Campus Viewer - Basic contract viewing with ability to be a sourcing panelist when added to a specific sourcing event by the sourcing event owner. External Panelist - Ability to be a sourcing panelist if added to an event. This is for non-UC individuals on an ad hoc basis. Procurement Viewer - Basic contract and spend viewing with the addition of sourcing and supplier viewing. Spend Analyst - Ability to run spend reports, create sourcing events as well as see basic contract and spend viewing. [*Paid license required] Sourcing Owner - Ability to view, create, edit, and analyze sourcing events. [*Paid license required] Contract Owner - Ability to view, create, review, analyze, and edit your own [including amend] contracts. [*Paid license required] Sourcing and Contract Owner - Ability to view, create, and analyze sourcing events. Also gives ability to to view, create, review, analyze, and edit your own (including amend) contracts. [*Paid license required] Sourcing and Contract Template Owner - Ability to create and edit contract and souring templates, clauses, etc. [*Paid license required] Contract Signatory - Ability to serve as signatory reviewer or legal reviewer. [*Paid license required]

Business Justification*

Additional Information

Upload a File (optional)

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