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Tidemark Authority

Tidemark authority is granted to Budget Officers, who then grant authority to individual users, based on their budgeting responsibilities.  The roles are granted through Authority Manager and are divided into five levels of visibility, with Level 1 providing the broadest access and level 5 providing the most restricted access. If a user is granted a level 1 role for an org, then they do not need additional authority roles granted at a lower level, which are more restrictive.  Most users will have a level 2 role for their org.

When there are multiple roles at a level, the Budget Officer should grant the role that matches the person's job.

Authority Type
  Roles (Choose one) Processes
Level 1

Typically for Dean's/VP Office Users:

  • Budget Officer
  • Budget Analyst
  • Formula School Budget Officer
0. Budget Plan + Dept Favorites + BU Adjustments
01. Expense & Revenue + BU Adjustments
02. Fund Management + Pooling + Dean's Office Allocations
03. Reports
ClinOps - SoM Roles Only
Level 2

Typically for Department Level Users:

  • Unit Manager
  • Unit Financial Analyst with Salary View
  • School of Medicine Department Finance Analyst (DFA) 
  • School of Medicine Unit Analyst (SoM)
0. Budget Plan
01. Expense & Revenue
02. Fund Management
03. Reports
ClinOps - SoM Roles Only
Level 3

Typically for Read-Only Users:

  • Budget Viewer
0. Budget Plan (Viewer)
01. Expense & Revenue (Viewer)
02. Fund Management (Viewer)
03. Reports
Level 4

Typically for Limited Access Users without Salary View:

  • Unit Financial Analyst without Salary View

    (Can be limited down to an Award)

  • Unit Financial Analyst without Salary View

    (Can be limited down to a Project / Task)

0. Budget Plan
01. Expense & Revenue
02. Fund Management
03. Reports minus 601, 603
Level 5

Typically for Read-Only Users without Salary View:

  • Budget Viewer Non-Salary
0. Budget Plan (Viewer)
01. Expense & Revenue (Viewer)
02. Fund Management (Viewer)
03. Reports minus 601, 603

Authority Nightly Feed

Changes made in Authority Manager before 5 pm, are updated into Tidemark nightly.  If the update involves an authority role that is new for an org code, the changes are processed the following Monday night.  Urgent updates can be done as needed; contact the UBO to request an off-cycle update.

Training Requirement

Consult your Budget Officer for training requirements for your unit and role.

See Tidemark Training page.

 

If you have any other questions, please submit a Service Request.