| KFS Access Role Type Name | Namespace* | Role # | Role Name | Role Description |
| Derived Role: Principal | KUALI | 1 | User | This role derives its members from the users in the Principal table. This role gives users high-level permissions to interact with RICE documents and to login to KUALI. |
| Derived Role: Accounts Receivable Organization | KFS-AR | 2 | Biller | Users identified as part of an AR billing organization. They have access to the basic functions of the KFS AR module such as creating invoices or customers. |
| Default | KFS-AR | 3 | Manager | Users that manage the KFS AR module. They receive Accounts Receivable transactional and maintenance documents for approval. |
| Derived Role: Accounts Receivable Organization | KFS-AR | 4 | Processor | Users associated with KFS AR processing organizations. They can initiate Application and Cash control documents and add new records to the Organization Options and Organization Accounting Defaults tables. |
| Campus | KFS-CAM | 5 | Manager | Users that manage the KFS-CAM module. They can initiate Barcode Inventory Error documents and have access to take restricted actions on assets and modify fields on the asset document that other users do not. |
| Organization: Optionally Hierarchical | KFS-CAM | 6 | Processor | Users who can initiate CAM transactional and maintenance documents, create new records using the asset document, maintain asset locations and modify accounting lines on invoice documents. |
| Organization: Always Hierarchical & Document Type | KFS-SYS | 7 | Organization Reviewer | An optional role that allows users to receive workflow action requests for documents of a specified type that include a specified chart and organization (including the organization hierarchy)., |
| Research Risk & Document Type | KFS-CG | 8 | Research Risk Reviewer | Users who receive workflow action requests when Proposal or Award documents involve research risk. |
| Derived Role: Account | KFS-SYS | 9 | Account Supervisor | This role derives its members from the Account Supervisor field on the Account. Account Supervisors receive workflow action requests for Asset and Asset Retirement Global documents., |
| Campus | KFS-FP | 11 | Cash Manager | Users authorized to work the Cash Management Document and verify Cash Receipt documents for a given campus. |
| Campus | KFS-FP | 12 | Disbursement Manager | Users who receive workflow action requests for Disbursement Vouchers based on the campus code associated with the initiator of the document. |
| Account | KFS-FP | 13 | Service Bill Processor | Users authorized to use the Service Billing document and enter specified accounts on the "Income" side of the document. |
| Default | KFS-FP | 15 | Travel Manager | Users who receive workflow action requests for Disbursement Vouchers for travel payment reasons and can edit the accounting line and Non-Employee Travel Expense or Pre-Paid Travel Expenses tabs. |
| Default | KFS-SYS | 16 | Treasury Manager | Users who can use the Electronic Fund Transfer screen and use DI or YEDI documents to claim those funds. |
| Default | KFS-GL | 17 | Interdepartmental Billing Processor | Users authorized to use the Collector Upload screen. |
| Customer | KFS-PDP | 18 | Customer Contact | Users associated with PDP customers that can use the Payment File Batch Upload screen and have basic PDP inquiry access. |
| Default | KFS-PDP | 19 | Manager | Users who can cancel or hold payments reset locked format processes and view unmasked bank routing and account numbers in PDP. |
| Campus | KFS-PDP | 20 | Processor | Users who can set payments for immediate pay and use the Format Checks/ACH screen in PDP. |
| Default | KFS-PURAP | 22 | Accounts Payable Processor | Accounts Payable users who can initiate Payment Requests and Credit Memo documents. They also have several permissions related to processing these document types and receive workflow action requests for them. |
| Commodity & Document Type | KFS-PURAP | 23 | Commodity Reviewer | Users who receive workflow action requests for Purchasing transactional documents that contain a specific commodity code and campus combination. |
| Organization | KFS-PURAP | 24 | Content Reviewer | Users who receive incomplete Requisition documents for completion for a given Chart and Organization. |
| Contract Manager | KFS-PURAP | 25 | Contract Manager | Contract Managers review and approve Purchase Order documents. A Purchase Order is assigned to a given Contract Manager for their review and approval. |
| Campus | KFS-PURAP | 26 | Purchasing Processor | This role represents central or campus Purchasing staff. They have additional permissions for and receive action requests for most Purchasing document types as well as receiving action requests for Disbursement Vouchers paying PO Type Vendors. |
| Sensitive Data | KFS-PURAP | 27 | Sensitive Data Viewer | Users authorized to view KFS-PURAP documents identified with a specific Sensitive Data Code. |
| Organization: Always Hierarchical, Document Type & Accounting | KFS-SYS | 28 | Accounting Reviewer | An optional role that allows users to receive workflow action requests for documents of a specified type that contain accounts belonging to a specified chart and organization (including the organization hierarchy) and within a certain dollar amount or involving a specified override code. |
| Default | KFS-SYS | 29 | Accounts Payable Manager | Users with manager-level access to Accounts Payable documents. This includes the ability to hold or cancel (or remove those states) from Payment Request and Credit Memo documents. |
| Organization | KFS-SYS | 30 | Accounts Receivable Lockbox Manager | Central Accounts Receivable staff that receive workflow action requests for Cash Control and Lockbox documents. They can also use the Electronic Fund Transfer screen and claim those funds using a Cash Control document. |
| Default | KFS-SYS | 31 | Accounts Receivable Manager | Users that manage the KFS-AR module. This role has no inherent permissions or responsibilities. |
| Derived Role: Employee | KFS-SYS | 32 | Active Faculty or Staff | A role that uses the Affiliation Type and Employee Status on a Principal record to determine if a user is an active faculty or staff employee. These users can initiate some KFS-PURAP documents and inquire into certain KFS screens. |
| Derived Role: Employee | KFS-SYS | 33 | Active Professional Employee | A role that uses the Employee Status (A,L or P) and Employee Type (P) to determine that a given Principal represents a professional staff employee. These users are allowed to be Account Supervisors or Account Managers on Accounts. |
| Default | KFS-SYS | 34 | Asset Manager | Central Capital Assets staff capable of taking restricted actions on Assets, including retiring or transferring non-moveable assets. |
| Default | KFS-SYS | 35 | Asset Processor | Central Capital Assets staff capable of applying asset payments, using KFS-CAB and adding negative payments. This role contains permissions to modify restricted asset fields and to override the defined capitalization threshold. |
| Default | KFS-SYS | 36 | University Administration Budget Manager | An optional role created to receive action requests for Budget Adjustment documents at the Organization Route Node. Intended to receive requests for the top level chart and organization (thus receiving all Budget Adjustment documents). |
| Chart | KFS-SYS | 37 | Chart Manager | Defines users responsible for managing the chart data for a given Chart of Accounts code. They may initiate Global Object Code and Organization Reversion maintenance documents and modify the Campus and Organization Plant Chart Code and Account on Organization documents. |
| Default | KFS-SYS | 38 | Contracts & Grants Manager | Central contract and grant staff that have special permissions related to Effort Certification. They can override the edit that prevents transferring salary for an open effort reporting period and receive workflow action requests for Effort Certification Recreates. |
| Contracts & Grants Responsibility | KFS-SYS | 39 | Contracts & Grants Processor | Central contract and grant staff that receive workflow action requests for transactions involving grant accounts. They can view Research Risk information on Proposal documents, establish cost share sub-accounts and modify the object codes on Salary Expense Transfer documents. |
| Default | KFS-SYS | 40 | Contracts & Grants Project Director | This role defines the list of users that may be selected as Project Directors on the Proposal or Award document. |
| Derived Role: Account | KFS-SYS | 41 | Fiscal Officer | This role derives its members from the Fiscal Officer field on the Account. Fiscal Officers receive workflow action requests for most transactional documents and have edit permissions that allow them to change accounting lines involving their accounts. |
| Derived Role: Account | KFS-SYS | 42 | Fiscal Officer Primary Delegate | This role derives its members from the Primary delegates defined in the Account Delegate table in KFS. |
| Derived Role: Account | KFS-SYS | 43 | Fiscal Officer Secondary Delegate | This role derives its members from the Secondary delegates defined in the Account Delegate table in KFS. |
| Default | KFS-SYS | 44 | Manager | This role represents a collection of all the KFS module manager roles and has permission to initiate simple maintenance documents and restricted documents such as the JV and LLJV. These users also have the ability to blanket approve most document types and assign roles and permissions for all KFS namespaces. |
| Default | KFS-SYS | 45 | Operations | This role represents a very select central processing function allowed to run KFS batch jobs, initiate GLCP and LLCP documents and upload Enterprise Feed and Procurement Card files. |
| Default | KFS-SYS | 46 | Plant Fund Accountant | This role manages the plant fund functions associated with KFS-CAM and has special permissions related to assets in support of these functions. It can also edit the Organization and Campus Plant Chart and Account fields on the Organization document. |
| Default | KFS-SYS | 47 | Purchasing Manager | Users that manage the KFS-PURAP module. This role can take the resend action on Purchase Order documents. |
| Sub-Fund & Document Type | KFS-SYS | 48 | Sub-Fund Reviewer | Users who receive workflow action requests for documents that include accounts belonging to particular sub-funds groups. |
| Default | KFS-SYS | 49 | Tax Identification Number User | Users with a need to view unmasked Tax ID numbers. They can also modify the tax number associated with AR customer records and PURAP vendor records. |
| Default | KFS-SYS | 50 | Tax Manager | Represents a central tax area that receives workflow action requests for DVs, Payment Requests, and POs involving payments to non-resident aliens or employees. They can also edit the Tax tabs on the DV and Payment Request documents. |
| Derived Role: Chart | KFS-SYS | 53 | University Chart Manager | This role derives its members from the KFS Chart table. It is used to determine the Chart Manager of the top level Chart in the organization hierarchy. This role receives workflow action requests for Chart documents and has the ability to edit the organization and campus Plant Chart and Account fields on the Organization document. |
| Default | KFS-SYS | 55 | Workflow Administrator | Users capable of taking superuser action on KFS documents and blanket approving some document types not available to the KFS-SYS Manager role. |
| Vendor Type | KFS-VND | 56 | Reviewer | This role receives workflow action requests for the Vendor document. |
| Derived Role: Action Request | KR-WKFLW | 59 | Approve Request Recipient | This role derives its members from users with that have received an action request for a given document. |
| Derived Role: Route Log | KR-WKFLW | 60 | Initiator | This role derives its members from the initiator listed within the route log of a given document. |
| Derived Role: Route Log | KR-WKFLW | 61 | Initiator or Reviewer | This role derives its members from the initiator and action request recipients listed within the route log of a given document. |
| Default | KFS-SYS | 62 | System User | This role represents the KFS System User, that is the user ID the system uses when it takes programmed actions (such as auto-initiating or approving documents such as the PCDO and PO). |
| Default | KR-SYS | 63 | Technical Administrator | This role can take superuser actions and blanket approve RICE documents as well as being able to modify and assign permissions, responsibilities and roles belonging to the KR namespaces. |
| Default | KFS-SYS | 65 | Regional Budget Manager | An optional role created to receive action requests for Budget Adjustment documents at the Organization route Node. Intended to receive only requests associated with regional campus charts and organizations. |
| Derived Role: Permission (Edit Document) | KR-NS | 66 | Document Editor | This role derives its members from users with the Edit Document permission for a given document type., |
| Derived Role: Route Log | KR-WKFLW | 67 | Router | This role derives its members from the user who took the Complete action on a given document. |
| Sub-Account & Document Type | KFS-PURAP | 68 | Sub-Account Reviewer | Users who wish to receive workflow action requests for KFS-PURAP documents that involve a specific account number and sub-account number. |
| Derived Role: Purchasing Document | KFS-PURAP | 69 | Source Document Router | Identifies the user who routed the source document (Requisition) for a KFS-PURAP document. |
| Payment Method | KFS-FP | 70 | Disbursement Method Reviewer | Users who receive workflow action requests for Disbursement Vouchers with specified payment methods and can edit the accounting lines and Wire Transfer and Foreign Draft tabs. |
| Derived Role: Account | KFS-SYS | 72 | Award Project Director | This role is derived from the accounts appearing on an Effort Certification document. KFS finds the most recent award associated with each account and routes workflow action requests to the Project Director's associated with the accounts on the Effort Certification document., |
| Derived Role: Asset Document | KFS-CAM | 74 | Asset Borrower | Users borrowing assets on the Equipment Loan/Return document. |
| Derived Role: Budget Construction Document | KFS-BC | 75 | Document Editor | Users authorized to edit Budget Construction Documents. |
| Organization | KFS-AR | 76 | Invoice Recurrence Instance Reviewer | Users who receive Invoice and Invoice Recurrence documents for approval. |
| Chart | KFS-PURAP | 79 | Budget Reviewer | Central administration users charged with reviewing Purchase Order documents that exceed an account's sufficient funds balance. |
| Derived Role: Budget Construction Document | KFS-BC | 80 | Document Viewer | Users who have view-only access to Budget Construction Documents. |
| Account Organization Hierarchy | KFS-BC | 81 | Processor | Users who can use the Organization Salary Setting, import/export payrate and unlock options on the Budget Construction Document. |
| Derived Role: Permission (Modify Batch Job) | KFS-SYS | 82 | Batch Job Modifier | This role is derived from users with the Modify Batch Job permission. They are able to use the Schedule lookup., |
| Derived Role: Permission (Open Document) | KR-NS | 83 | Document Opener | This role derives its members from users with the Open Document permission for a given document type., |
| Sensitive Document Indicator | KFS-PURAP | 84 | Potentially Sensitive Document User | This role houses other roles and indicates which of those can view KFS-PURAP documents that have been identified as potentially sensitive. |
| Derived Role: Purchasing Document | KFS-PURAP | 85 | Sensitive Related Document Initiator Or Reviewer | A role that derives the users who initiated or received a workflow action request for a sensitive KFS-PURAP document. |
| Derived Role: Payment Request Hold / Cancel Initiator | KFS-PURAP | 86 | Payment Request Hold / Cancel Initiator | This role derives users who placed a Payment Request or Credit Memo on hold or canceled it in order to determine who can remove those actions. |
| Derived Role: Action Request | KR-WKFLW | 88 | Acknowledge Request Recipient | This role derives its members from users with an acknowledge action request in the route log of a given document. |
| Derived Role: Action Request | KR-WKFLW | 89 | FYI Request Recipient | This role derives its members from users with an FYI action request in the route log of a given document. |
| Default | KR-SYS | 90 | System User | This role represents the KR System User, that is the user ID RICE uses when it takes programmed actions. |
| Derived Role: Invoice Recurrence | KFS-AR | 91 | Invoice Recurrence Creator | Users authorized to create Invoice Recurrence documents. |
| Derived Role: Cash Receipt Initiator | KFS-FP | 92 | Cash Receipt Initiator | Users authorized to initiate Cash Receipt documents. This role exists to exclude Cash Managers from being able to initiate Cash Receipt documents. You do not need to add explicit members to this role to accomplish this exclusion. |
| Derived Role: Employee | KFS-SYS | 93 | Active Employee & Financial System User | A role that uses the Employee Status (A,L or P) along with the presence of the KFS-SYS User role to determine that a given Principal represents an employee with KFS access. These users are allowed to be fiscal Officers on Accounts. |
| Derived Role: Employee | KFS-SYS | 94 | Active Professional Employee & Financial System User | A role that uses the Employee Status (A,L or P) and Employee Type (P), along with the presence of the KFS-SYS User role to determine that a given Principal represents a professional staff employee with KFS access. These users are allowed to be fiscal Officers on Accounts. |
| Derived Role: Permission (Initiate Document) | KR-SYS | 95 | Document Initiator | This role derives its members from users with the Initiate Document permission for a given document type. |
| Default | KFS-FP | 96 | Financial Processing Manager | Users that manage the KFS-FP module. This role has no inherent permissions or responsibilities. |
| Derived Role: Action Request | KR-WKFLW | 97 | Non-Ad Hoc Approve Request Recipient | This role derives its members from users with an Approval action request (that was not generated via the ad-hoc recipients tab) in the route log of a given document. |
| Derived Role: Accounts Payable Document Reviewer | KFS-PURAP | 98 | Accounts Payable Document Reviewer | Users who receive workflow action requests for Accounts Payable transactional documents. |
| Default | KUALI-CR | 1000 | Check Recon User | Check Reconciliation User |
| Default | KUALI-TAX | 1001 | 1099 Tax User | 1099 Tax User |
| Default | KFS-VND | 10000 | OIG Reviewer | This role eidt/modify the OIG attribute in the Vendor Inspector General Document. |
| Default | KFS-CG | 10001 | Fund Administrator | Fund administrator role - need expl. from EFA. |
| Account and Organization Hierarchy (SAMS Hierarchy Type Replacement) | SAMS-CBSO | 10005 | CBSO - Batch Input | |
| Account and Organization Hierarchy (SAMS Hierarchy Type Replacement) | SAMS-CBSO | 10006 | CBSO - Demographic | |
| Account and Organization Hierarchy (SAMS Hierarchy Type Replacement) | SAMS-CBSO | 10007 | CBSO - Due Date Extension | |
| Account and Organization Hierarchy (SAMS Hierarchy Type Replacement) | SAMS-CBSO | 10008 | CBSO - Invoice Entry | |
| Account and Organization Hierarchy (SAMS Hierarchy Type Replacement) | SAMS-CBSO | 10009 | CBSO - Invoice Template | |
| Account and Organization Hierarchy (SAMS Hierarchy Type Replacement) | SAMS-CBSO | 10010 | CBSO - Reports | |
| Account and Organization Hierarchy (SAMS Hierarchy Type Replacement) | SAMS-CBSO | 10011 | CBSO - Reversal/Cancel | |
| Default | KFS-PURAP | 10013 | Purchasing Auditor | Purchasing Auditor is the auditor for Purchase Order documents. |
| Default | KFS-SYS | ERROR | Technical Administrator | A technical administrator that is specific to the KFS system. This role has no inherent permissions or responsibilities. |
| Financial System User | KFS-SYS | ERROR | User | The basic role that grants users access to KFS. It gives users the ability to initiate most documents and use inquiries and search screens. Users are qualified by namespace, chart and organization. If these fields are not defined the chart and organization are inherited from the Department ID on the users' Principal record. |
| Default | KFS-ENDOW | KFSENDOW1 | KEMApprovers | Review and approve endowment documents |
* Namespace codes are used to identify various pieces of functionality and generally correspond to large functional areas. The namespaces in the KFS base data normally take the form of a Kuali application followed by one of that application's modules. For example the KFS Purchasing /Accounts Payable module would be associated with the namespace KFS-PURAP.