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  • Assign Transaction Reviewer Role

ECManager: Assign a Transaction Reviewer Role

Last updated August 14, 2009 2:35:12 PM PDT
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Follow these instructions to assign a transaction reviewer role to a staff member.

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1. Log in.

  • Access ECManager.
  • Enter your user ID and password.
  • Click Assign a transaction reviewer role to a staff member.

2. Select the appropriate staff member.

  • To search for a name:
    1. Enter the employee's last name in the field provided.
    2. Click Search.
    3. Click a UCSD icon to select a specific employee from the list.

3. Assign the role.

  • Select the Transaction Reviewer check box.
    Note: You can select BOTH check boxes if you want to assign the Transaction Reviewer role AND the Administrative Support role to this staff member.

4. Add a comment (optional).

  • Add a comment in the Comments box, if desired.

5. Submit the role assignment.

  • Click Submit. You will receive this message: Transaction Review role successfully added for this person.

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Need an expert? Contact Susan Maciel, (858) 534-6535, or Zsuzsa Morgan, (858) 534 4620.

Buy & Pay

Administrators

  • ECManager
  • ECManager Redistribution Account Codes
  • Express Card Process
  • Responsibilities
  • Program Roles
  • Departmental Readiness Checklist
  • Getting Started
  • Become a Department Administrator
  • Add New Card to Cardholder
  • Add a New Express Card
  • Assign an Administrative Support Role
  • Assign Transaction Reviewer Role
  • Assign Transaction Reviewer
  • Cancel an Express Card
  • Change Card or Cardholder Information
  • Change Index or Account Code
  • Reassign a Transaction Reviewer
  • How to Review Transactions
  • How to Split Transaction Amounts Equally
  • How to Split Transaction Amounts Unequally
  • Unassign a Transaction Reviewer
  • View Card Details
  • View or Edit Role Assignments

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