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Coming July 2019: New, Improved Process for Requesting CAPPS FIN

CAPPS FIN is the State of Texas’s primary solution for financial and procurement operations, and is accessed daily by thousands of state employees who perform a wide range of actions over multiple modules.

With so many layers of access to consider, requesting new or modified access to CAPPS FIN can be a little intimidating. Currently, you must scroll through lines and lines of roles and study the brief, sometimes vague role descriptions to discern which ones are required for your job function. Hitting the “Submit” button can feel like playing a game of roulette.

But that’s about to change.

Introducing: Profile-Based Access Requests

Starting July 19, we’re taking the guesswork out of requesting access. We’re replacing our role-based request process with a simpler, more streamlined approach. No longer will you have to scroll through role after role to choose the one that you think you might need; in our new profile-based process, just select a profile, and the system assigns the roles and other preferences for you.

How does it work?

In the new process, CAPPS FIN profiles are organized by their relevant modules. Simply select the module(s) that is imperative to your job function, then select the module profile(s) that best define the access that you require. When you select a profile, its roles and other layers of access will automatically be assigned to you.

But what if I don’t require all the access that a profile provides? What if I need a little access here and little access there?

If you prefer your access à la’carte, then you’re in luck! Roles, rules, and preference options are available in most modules. Select these options in lieu of or in addition to profiles for further customization of your access.

Sounds good, but what if I just need the basics?

We got you covered. Inquiry-Only roles are preselected at the top of the page. These roles allow you to query and view reports. If that’s all you need, then scroll to the bottom of the page and select “Next” to return to the cart.

What about CAPPS FIN access that doesn’t apply to my agency?

You won’t see them. As part of our new request process, items unrelated to your agency will be hidden from view.

But what if I want access to an agency different from my own?

Scroll to the bottom of the page and select Primary Permissions. Choose a different agency, or choose your agency AND another agency, if desired.

Important: Selecting a different agency or multiple agencies will require additional approvals (as this is a restricted request), and may take longer for approval and provisioning.

I have more questions…

We have more answers! To learn more about the new CAPPS FIN request process, contact the Help Desk at 512-438-4720.

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