Approve User Account Creation Requests

UC Davis Users

  1. Click on the User Account Creation Request notification on the Home page (or the link in notification e-mail) related to your facility
  2. Verify the fields for accuracy:
    • First Name
    • Last Name
    • Email = UCD Email
    • Login = Kerberos ID
    • Phone Number
    • User Category:
      • Principal Investigator
      • Lab Manager
      • Lab Personnel (Staff/Student)
    • Account Number: GL Chart of Account (COA) or Project Portfolio Management Account (POET)
    • Group > User may select an existing group or create a new group
      If a new group is created, verify the group information:

      • Group Name = PI Last Name, PI First Name
      • Group Director or PI Name = PI Last Name, PI First Name
      • Group Director or PI Email
      • Group Unique login or id = PI Email address
      • Group administrative contact name = Finance Admin
      • Group administrative contact email
      • Group administrative contact phone
      • Group affiliation = UCD
      • Department
      • Institution = UC Davis
      • External Group – this should remain unchecked
      • Address = blank
  3. Check the Send notification by email box and select the user
  4. Select Proceed to approve the account and grant the user access to Stratocore PPMS

Other UC Users

  1. Click on the User Account Creation Request notification on the homepage (or the link in the notification e-mail) related to your facility
  2. Verify the fields for accuracy:
    • First Name
    • Last Name
    • Email
    • Login = Email
    • Phone Number
    • User Category:
      • Principal Investigator
      • Lab Manager
      • Lab Personnel (Staff/Student)
    • Account Number (REQUIRED) = IOC Chart String
    • Group > User may select an existing group or create a new group
      If a new group is created, verify the group information:

      • Group Name = PI Last Name, PI First Name
      • Group Director or PI Name = PI Last Name, PI First Name
      • Group Director or PI Email
      • Group Unique login or id = PI Email address
      • Group administrative contact name = Finance Admin
      • Group administrative contact email
      • Group administrative contact phone
      • Group affiliation = EXT-UC
      • Department = External-UC
      • Institution
      • External Group – this should be checked
      • Address = blank
  3. Check the Send notification by email box and select the user
  4. Select Proceed to approve the account and grant the user access to Stratocore PPMS

External Users

  1. Click on the User Account Creation Request notification on the homepage (or the link in the notification e-mail) related to your facility
  2. Verify the fields for accuracy:
    • First Name
    • Last Name
    • Email
    • Login = Email
    • Phone Number
    • User Category:
      • Principal Investigator
      • Lab Manager
      • Lab Personnel (Staff/Student)
    • Account Number (OPTIONAL):
      • UCD Revenue Agreement Number (PO)
      • Purchase Order Number
        If left blank, the system will auto-generate a unique account number
    • Group > User may select an existing group or create a new group.
      If a new group is created, verify the group information:

      • Group Name = PI Last Name, PI First Name
      • Group Director or PI Name = PI Last Name, PI First Name
      • Group Director or PI Email
      • Group Unique login or id = PI Email address
      • Group administrative contact name = Finance Admin
      • Group administrative contact email
      • Group administrative contact phone
      • Customer Site Number
        (Retrieve number from Aggie Enterprise/Oracle – this number is based on the invoicing address)
      • Customer Account Number
        (Retrieve number from Aggie Enterprise/Oracle – this number is based on the invoicing address)
      • Group affiliation:
        • EXT-NP
        • EXT-FP
      • Department:
        • External
        • International
      • Institution
      • External Group – this should be checked
      • Address = Invoicing Address
  3. Check the Send notification by email box and select the user
  4. Select Proceed to approve the account and grant the user access to Stratocore PPMS

*Note: It is important to verify no external customer tries to join an internal group or vice versa