Access to CU Marketplace is role-based and requires the submission of an access request through the CU Identity Manager (OIM). Finance/Marketplace access requires user to be a CU Employee, or POI with Security Access (Type 15). Review the System Access webpage for steps to submitting request.
Some roles require the individual be designated as Fiscal Staff on relevant Speedtypes. Review the Speedtype Maintenance Procedures page for details on updating fiscal roles.
Consider access needs and what roles are covered within the unit, not everyone needs to be a Requestor. Your school/college/unit may have additional restrictions on access.
| Role Name | Role Description |
| Inquiry | Can view all order, invoice, and related information. Only request if this is the only required role in Marketplace. |
| Shopper | Creates shopping carts to select goods & services. Must assign cart to a Requestor for completion (cannot submit cart). Role is incompatible with Requestor. |
| Requestor | Creates shopping carts to select goods & services and submit requisitions. Requisitions up to $10,000 become POs without additional approval.
Requisitions over $10,000 go on to an Approver for further review. Performs receiving on Purchase Orders over $10,000 which authorized payment for invoices. Role is incompatible with Shopper, Receiver, or Approver roles.
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| Receiver | Perform receiving on Purchase Orders over $10,000 in CU Marketplace which authorizes payment for Invoices.
Acknowledge receipt of goods & services on a PO in CU Marketplace.
Role is included with Requestor access.
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| Approver | Approves Requisitions over $10,000 and Payment Vouchers (PV) in any dollar amount.
Must also be designated as Fiscal Staff Approver, Fiscal Manager, or Fiscal Principal on relevant Speedtypes.
Role is incompatible with Requestor role.
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| Approver Invoice | Approver vouchers/invoices related to Standing Purchase Orders (SPOs) to authorize payment. Receive notice of vouchers that fail match and work to resolve errors before approving vouchers. Must also be designated as Fiscal Staff Approver, Fiscal Manager, or Fiscal Principal on relevant Speedtypes.
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