What training will I need for access to Banner Finance?
For any Banner Finance access, you need to complete the ECU Banner Finance Training for New Users (Cornerstone), an online training required for all employees prior to the approval of your Banner Finance Security. It should take approximately 30 minutes to complete, and there is a short quiz at the end. Be sure to watch the video all the way to the end to ensure the complete flag triggers in Cornerstone.
Any additional training required is determined by the role selected.
What if I need access to Finance ecuBIC reports?
Finance ecuBIC reports are tied to Finance security classes. If you only need to view reports and query finance information, submit a Banner Security Request for GL Data Inquiry and Budget Transfer selecting the orgs associated with the funds you work with. In the comment section, add "Need ecuBIC access."
What orgs do I select?
Consult your department finance team. At minimum, select the home org to which you are assigned. If you are the sole person handling financial items in your department, please consult with your Department Security Custodian.
A new admin is starting in my department. They do not need to enter journal entries, but they are responsible for PORT orders and fixed assets. What do they need to request?
They will need to select the following when submitting the request:
- General Ledger: GL Data Inquiry and Budget Transfer
- Fixed Asset: FX Inquiry
- Purchase Order: PORT Requisitioner
Please note: the selection of a ship-to code is required for all purchase order (PORT) roles.
A new admin is responsible for entering journal entries and possibly approving them as well as PORT orders, possible PORT approvals and fixed assets. What do they need to request?
They will need to select the following when submitting the request:
- General Ledger: GL Data Inquiry and Key Journal Entries (keying only), or
- GL Data Inquiry and Key/Approve Journal Entries (keying and approving)
Please note: Either Finance Self Service Journal Entry training or Banner Admin Pages Journal Entry training is required before being granted this role.
- Fixed Asset: FX Inquiry
- Purchase Order: PORT Requisitioner (keying), or
- Purchase Order: PORT Division Approver (keying and approving)
- Fixed Asset: FX Inquiry
My team member says I need access to ePrint. How do I request this?
ePrint access is tied to security classes and is assigned automatically when security request is approved.
Why am I only allowed one security class per submodule?
You’re limited to one security class in a submodule because each class represents a specific role, and the system is designed so those roles don’t overlap. This helps prevent anyone from accidentally getting too much access, keeps approvals and checks in the right places, and supports the university’s audit and compliance requirements. When an exception is needed, requests are reviewed on a case‑by‑case basis to ensure access is appropriate and secure. Exceptions to this are reviewed by the Data Steward (or delegate) on a case-by-case basis.
My access has been removed, but I still need to complete tasks from my previous position while the department fills the vacancy. Can I get my access back?
When an employee leaves a position, the supervisor notifies ITCS so the associated access is removed. If you have transferred to a new role, you must request access appropriate for your new position.
If your former supervisor needs you to retain access temporarily during a transition, they must work with the data steward (or delegate) to request that access be reinstated with a defined expiration date. If an end date cannot be set, the data steward must be informed so the access can be monitored more frequently and removed as soon as the transition is complete.