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Info
Note

Individual users cannot request security changes for themselves. Per direction from the Cal Poly Information Security Office, the request must be submitted by an employee’s direct manager or another MPP within their reporting structure.

  1. Log in to the My Cal Poly Portal > My Apps > HR Administration.

    HR Adminstration tab

  2. Go to the Main Menu > Cal Poly Reports/Interfaces > Cal Poly Security > Security Workflow > Start Here - Security Requests.

  3. Click the Request Permissions button.

    Security Request Start Page Tab. 'Request Permissions' is highlighted

  4. Begin your request from the Instructions tab by filling in the following fields.
    Request form definitions

    Instructions tab. Security Recipient, Recipient job title, Recipient position, Recipient department fields

    1. Security recipient - Enter the user's Cal Poly username (do not include @calpoly.edu).

    2. Recipient job title - Working job title

    3. Recipient position

    4. Recipient department

  5. Under Agreements, check the box to confirm the user has completed the Responsible Use Policy and Cal Poly Confidentiality-Security Information form.

  6. Click any of the following tabs to request access to a functional module, then check the box next to the role name the user needs. Roles can be requested from each of the functional module tabs.

    Payroll tab is clicked and highlighted

    1. Cal Poly Job

    2. Human Resources/Academic Personnel

    3. Labor Cost Distribution

    4. Payroll

    5. Department Security

  7. If the recipient requires department security access, specify those departments on the Department Security tab.

    Department Security tab is clicked and highlighted

    1. The magnifying glass button can be used to search for a specific department if the department ID is not known.

      1. The sub-departments link only shows one level in the tree. There may be additional sub-departments below the first level.

      2. Use the +/- buttons at the end of the row to adjust the department security list as needed.

        'Look Up Department' pop-up

    2. For each department in the list, specify whether the Access Code should be Read/Write, or No Access. Read/Write will allow access to a department as well as all of its sub-departments. If there is a department or sub-department that a user should not have access to, that can be added with the Access Code set to No Access.

  8. Click the Confirm tab and enter a justification for the security request. Then click Submit for Approval.

    Confirm tab. Submit for approval button is highlighted


    You are able to View a Request after submitting it. 

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