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Drawing from Authentication User Manual
https://utexas.app.box.com/s/rlyzq78yefkez9oen19x6eflpqxgw0va
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Every employee of an onboardeddepartment is automatically assigned access to Invoice Submittals for their primary departmentafterthe employee logs in to Tracker for the first time. Once fully registered, the employee also has the ability to search Invoice Submittals.New or student employees may not have immediate access untilthe new employee’sdepartmentassignmenthas been updated in Workday orthestudent employee hasbeen added/assigned the appropriate departmentin the Django Admin Users Department.IDT Billing and/or Letter Billaccess to view and/or submitisbased ona user’sprimary department.A user is added to the user list when they attempt to access Tracker for the first time. In addition, their department must be in the Department list and an Account with the same Department and Unit Code must exist.Billinguserswill not have access andare not updated until several scripts have run to update department, account, and user information. If a user needs access to submit IDT and/or Letter bills for a department(s), Billing Credit must be assigned. When onboarding new billing users and/or departments, allow approximately 2–3weeks for all scripts to update See additional details about scripts, below.
How to Manage Billing Accounts
I think this is the only required part
If you are an Admin Supervisor, you can manually add Billing Credit Accounts via the Django Admin page. Navigate to that page by selecting the Admin tab on your Tracker Home page.
On the Django Admin page, follow these steps to add Credit Accounts:
Under
Billing, select Accounts.
Search via Account Name, Number, or any column name to confirm that the Credit Account you would like to add does not already exist.
If a Credit Account needs to be added:
In the top right of the screen, select
ADD ACCOUNTS +
Enter the Account Number,
Name, and Purpose.
Check Active and Is Credit Account.
Enter Department Contact EID, CV3, Credit and Debit Object Code.
Save.
Debit Departments are are automatically added to the Accounts table when a Debit department IDT Account is billed via the Submit New IDT bill submissions.
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