Quick Steps: Grant or Revoke Financial Authority to Others

Who does this?  Stanford employees with the appropriate authority (including the ability to grant to others) and responsibility for managing a designated area.

When? 

  • New employees or individuals receiving new responsibilities should be granted certain approval authority or access to specific systems and/or reports.
  • An employee no longer requires their authority (e.g. due to a change of jobs within Stanford; due to termination of employment at Stanford.) and that authority should be revoked.

How?  Using Stanford’s Authority Manager Web application

On this page:

Grant Financial Authority to Others (8 steps)

step 1

Launch Stanford's Authority Manager web application:

Note:  You may only grant authority that has been granted to you with the can grant condition.
  1. Click https://authority.stanford.edu/.
  2. Enter your SUNetID and password as prompted.
  3. Click the link on the Web Authentication window.
  4. Click GRANT authority link in the Grant authority section of the Home page.
step 2

Find the person to be granted authority (Step 1 in the Grant Authority popup window):

  1. Enter the SUNet ID or the Name of the person in the Search field.
  2. Click Search button.
  3. Click the employee's name from the search results. Refine the search as needed to find the correct person.
step 3

Select a business function (Step 2 in the Grant authority popup window):

  1. Click the business function to be granted. For example, the Self Service business function under Financial System GL.
Note 1:  For more details about the specific privileges contained in a function, click the i button.

Note 2:  This step helps determine the orgs that will be available.
step 4

Select the organization scope (Step 3 in the Grant Authority popup window):

  1. Enter an Org Name or 4-character Org Code in the Search field.
  2. Click Search button.

    3. ~ OR ~
  3. Scroll down and click the Org Name from the list displayed.


    4. Note: Select the organization (org) the person will be acting on behalf.
step 5

Select the privilege you want to assign (Step 4 in the Grant Authority popup window):

  1. Click the specific privilege to be assigned within the business function.
step 6

Set limits for the privilege (Step 5 in the Grant Authority popup window):

  1. If appropriate, click appropriate limit(s) from the list provided (i.e. dollar or PTA constraints).
Note:  Choices will vary based on privilege
step 7

Set conditions for the assignment (Step 6 in the Grant Authority popup window):

  1. Enter the Expiration date if appropriate.


    2. Note:  Leave expiration date field blank for the authority to take effect until the employee's departure from Stanford.

  2. Select whether the person cannot or CAN or can ONLY grant the privilege to others.
step 8

Complete assignment:

  1. Click Finish button.
  2. Click Close button.
Note:  If there are no prerequisites (i.e. training), authority will take effect within one business day.

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Revoke Financial Authority to Others (3 steps)

step 1

Launch Stanford's Authority Manager web application:

Note:  You may only revoke the same authority that has been granted to you with the can grant??? condition.
  1. Click https://authority.stanford.edu/.
  2. Enter your SUNetID and Password as prompted.
  3. Click the link on the Web Authentication window.
step 2

Find the employee:

  1. Click Find Employee link.
  2. Enter the employee’s SUNet ID or Name.
  3. Click on the appropriate person’s name.
step 3

Revoke privilege:

  1. Identify the privilege to be revoked.
  2. Click the Revoke button next to that privilege.
  3. To confirm that you want to revoke the authority privilege, click OK button.


    4. Note:  The person’s authority will be revoked within four hours.
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What happens next?

  • Granting authority to access systems and reports DOES NOT automatically allow the grantee to use those systems. In some cases, requirements must be satisfied before system access is enabled. Reference Authority and Access Requirements for Using Stanford Financial Systems.
  • Oracle Financials System approvers (i.e. iBudget, iJournal, iProcurement, iOU, Labor Distribution, and PCard) are required to take and pass the online test component of ORA-1101: Cost Policy & Chart of Accounts [link] training. Additionally, they must sign and submit a confidentiality agreement [link] to the Central Office contact listed on the form.

Questions?

  • For help using Authority Manager, take the Authority Manager Online Tutorial [link]. (link to course overview)
  • For additional questions, please submit a HelpSU ticket. Select Request Category Administrative Applications and Request Type Authority Manager.
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