Use this form to set up a new Access Online user, change information about an existing user or remove a user.

Columns in red are REQUIRED fields.

Drag the mouse over the column header below to view the definition of each field.
Request Type ?
Organization
Short Name
Last Name First Name
Middle
Initial
User ID
Batch
Script
User?
Password
Authentication
Question
Authentication
Response
Approval
Manager?
Entitlement Group
Accounting
Code View
Address 1 Address 2 City State Zip Code Country Phone Fax
Add User ACME Doe John N johndoe No doeremi1 Pet's Name Fido Disable PAV001 - PA View Only View 1
1234 Avenue
South
Apartment 2 Motown IL
12345-
7896
United
States
123-456-7891 234-567-8912
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
Request Type?
AccessOnline User ID Set Up Request
Revised: 05/2007
AccessOnline Client Setup Form - Program Administrator User Setup, Maintenance or Deletion
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User Request 1
Email
Training Website Access
(APC & Alternates Only)
Data Exchange E-Mail
Notification
Transaction Approval
Notification
Statement/
Account E-Mail
Notification
Statement /
Account Type
Deliver ST
Client
Software?
Hierarchy
Group Name
Bank Number
Agent
Number
Company
Number
Division
Number
Department
Number
Attach User
to TBR
Levels
Bank TBR Level 1 TBR Level 2 TBR Level 3 TBR Level 4 TBR Level 5 TBR Level 6 TBR Level 7
johndoe@acme.com no Unsuccessful Download Weekly - Monday Enable Managing Account No abc 1423 1234 12345 56789 4567 No 1234 12345 12345 12345 12345 12345 12345 12345
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User Request 2
Access Online User ID Request - Definitions
User Setup, Maintenance or Deletion Form Definitions
Field Name Definition
Request Type
What action is being requested for this relationship? Below is a listing of the commonly used Request Types for DOT. REQUIRED FIELD.
"Add User" Used when setting up a brand new user to Access Online. Please input all required fields
"Delete User" Used when removing all of an individual's access to the system. Please only input "User ID."
"Add Hierarchy to Existing User"
Used when giving an existing user access to more groups of cardholders in the system (ex. An approving official oversees one group of
cardholders but now has been given authority to oversee another group.) Please only input "User ID" and the hierarchy to be added.
"Delete Hierarchy from Existing User"
Used when an existing user needs to have groups removed from their access, but does not need to be completely removed from the system.
Please only input "User ID" and hierarchy to be removed.
Organization Short Name Please use "DOT." REQUIRED FIELD.
Last Name The user's last name. Maximum of 20 alpha-numeric characters. REQUIRED FIELD.
First Name The user's first name. Maximum of 15 alpha-numeric characters. REQUIRED FIELD.
Middle Initial The first letter of the user's middle name. Maximum of one alpha character.
User ID
The user-specified ID that must be entered each time he or she logs on to Access Online. Must be 7 to 20 alpha-numeric characters in length.
REQUIRED FIELD.
Batch Script User N/A
Password
The user-specified password that must be entered each time he or she logs on to Access Online. Must be 8 to 20 characters in length and contain
at least one alpha and one numeric character. REQUIRED FIELD.
Authentication Question
A question Access Online asks if a user forgets his or her password. Please select a question from the drop-down list. Options include Mother's
Maiden Name, Father's Middle Name, Pet's Name, Birth Place, Favorite Sports Team, and Child's Name. REQUIRED FIELD.
Authentication Response
The correct answer to the "Authentication Question" chosen in the previous field. Access Online will not allow a user who has forgotten his or her
password to select a new password unless the correct response is entered. Maximum of 50 alpha-numeric characters. REQUIRED FIELD.
Approval Manager
When setting up a new approving official with access to the system, please put "Enable" in this field. All other users, including Budget Analysts,
will need "Disable."
Entitlement Group
Defines the features and functionality to which a user has access within Access Online. For example, one Entitlement Group (EG) for cardholders
enables them to run cardholder reports, view statements, manage personal information, and view transactions, but not to run reports, set up
custom Merchant Category Code groups, or perform other types of program administrator functions. Each user must be assigned to one of the
EGs. Please pick from the list. REQUIRED FIELD.
Entitlement Group:
Defines the features and functionality to which a user has access within Access Online. Each user must be assigned to one of the EGs. Please
pick from the list of EG's used for DOT. REQUIRED FIELD.
PAGC_M01 Entitlement group given to APC's
PAGC_M01_ALT Entitlement group given to alternate APC's
PAGC_M01
Entitlement group given to Approving Officials. This may also be used for the role of Budget Analyst - but please remember to put the word
"disable" in the Approver Manager column for Budget Analysts.
ccesOnline Client Setup Form Definitions
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Definitions 3
PAGC_M01_ALT Entitlement group given to alternate Approving Officials
PAGC_FMO Entitlement group given to Finance Officers
PAGC_A02
Entitlement group given to individuals that require "View Only" access. Allows user to view all accounts, and run all reports - but without ability to
make any changes
Accounting Code View Please input "View 1." REQUIRED FIELD.
Address 1 The user's actual street address. May contain a / if it is surrounded by numerics. Maximum of 25 alpha-numeric characters. REQUIRED FIELD.
Address 2
An apartment number, suite number, mail code or any other additional address information. May contain the / character as long as it is surrounded
by numerics. Maximum of 25 alpha-numeric characters.
City The city in which the user resides. Maximum of 20 alpha-numeric characters. REQUIRED FIELD.
State The state in which the user resides. Field length is two to 20 alpha-numeric characters. Abbreviations are preferred. REQUIRED FIELD.
Zip Code The user's five-digit Zip Code and four-digit extension. Maximum of 15 numeric characters. REQUIRED FIELD.
Country The country in which the user resides. Maximum of 25 alpha-numeric characters. REQUIRED FIELD.
Phone
The user's primary phone number. Maximum of 18 numeric characters. Dashes should be used to separate the area code, prefix and extension
within the phone number. Other special characters, including parenthesis, are not allowed. REQUIRED FIELD.
Fax
The user's fax number. Maximum of 18 numeric characters. Dashes should be used to separate the area code, prefix and extension within the
phone number. Other special characters, including parenthesis, are not allowed.
Email
The user's primary e-mail address. This address is used by system administrators to notify a user when a file is delivered to his or her Data
Exchange directory within Access Online. Maximum of 40 alpha-numeric characters. Additional characters allowed in address include: ! " # $ % &
" ( ) * + , -. / : ; < = > / @ [ \ ] ^ _ ` { | } ~ REQUIRED FIELD.
Data Exchange E-Mail Notification Indicate whether or not the user would like to be notified via e-mail when the download feature is used in Data Exchange.
Transaction Approval Notification If the user is an "approval manager" indicate if they would like to receive daily or weekly notices of items pending approval
Statement E-Mail Notification N/A
Statement / Account Type N/A
Deliver ST Client Software Please input "No." REQUIRED FIELD.
Hierarchy Group Name Please put N/A for this column.
Bank Number Please use "8203." REQUIRED FIELD.
Agent Number
A unique four-digit number used to group accounts within DOT. This number is associated with a specific Level 3 unit within DOT. Please ensure
correct Agent number is used when setting up new users or adding hierarchy to an existing user.
Company Number
A unique five-digit number used to define a specific group within DOT Please ensure correct Company number is used when setting up new users
or adding hierarchy to an existing user.
Division Number
A unique five-digit number used to define a specific group within DOT Please ensure correct Division number is used when setting up new users
or adding hierarchy to an existing user.
Department Number N/A
Attach User to TBR Levels Please input "Yes" for this field
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Definitions 4
Level 1 through Level 7
The TBR level associated to the user for which you are setting up, maintaining or deleting Access Online TBR Reporting. Maximum of five numeric
characters.
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User Account Assignments Form Definitions
Field Name Definition
Request Type? N/A
User ID N/A
Organization Short Name N/A
First Account Number N/A
Second through Fifth Account Number N/A
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