Using Federated Authorization for General Ledger (GL) Mart Central Directory Services (CDS) Group Request

GL Mart access is granted through Central Directory Services (CDS) groups, and each group grants access to a specific set of GL accounts. This article covers how to request a new CDS group, or a change to an existing one, through Federated Authorization. This is not the form for giving or removing a specific person's GL Mart access — see the choices below.

Choose the Right Form

USER ACCESS

Give or remove someone's GL Mart access

Use the GL Mart Users Request form. See Using Federated Authorization for GL Mart Access.

THIS ARTICLE

Create or change a CDS group

Use the GL Mart Groups Request form to create a group, change which accounts it covers, or retire a group that's no longer needed.

Submit the GL Mart Groups Request Form

Note: This form doesn't grant anyone access.
Submitting a GL Mart Groups Request creates, changes, or retires the CDS security group itself — it does not add or remove any individual's GL Mart data access. To request access for yourself or someone else, use the GL Mart Users Request form instead.

Before You Begin

Have the following ready before you open a request:

Whether you're requesting a new group, a change to an existing group's accounts, or the retirement of a group no longer needed.
The specific GL account(s) the group should cover.
A short business justification for the group or the change.

How to Request a Group Change

Open the GL Mart Groups Request form.
Describe the group and the GL accounts it should cover, and provide your business justification.
Select Submit.
Your request routes automatically for the required approvals. You will receive email messages as it moves through each stage.
Once every approval is complete, Pitt Digital Analytics implements the change and you'll receive a confirmation message.

For a video walkthrough, see the General Ledger (GL) Mart Groups Request training video.

How Requests Are Approved

How GL Mart CDS group requests are routed for approval
Stage	Approver
Initiated by	User, supervisor, or RC Financial Approver
First approval	Supervisor
Second approval	RC Financial Approver
Third approval	Financial Data Steward
Implementation	Pitt Digital Analytics

Who's Who in the Request

The people and teams involved in a GL Mart CDS group request
Role	Responsibility
Requestor	The person submitting the group creation or change.
RC Financial Approver	Designated by each Responsibility Center to confirm that group changes align with need. View Your Federated Authorization Responsibility Center (RC) Financial Approver.
Financial Data Steward	Grants additional approval for financial-data access. View the Financial Data Stewards list.
Pitt Digital Analytics	Implements the group creation or change once all approvals are complete.

Troubleshooting

I actually need to give someone access, not change a group.
Use the GL Mart Users Request form instead — see Using Federated Authorization for GL Mart Access.

I need a status update on a pending request.
Status visibility is limited to approvers. Contact your RC Financial Approver first. If they cannot help, contact the Technology Help Desk at 412-624-HELP (4357).

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