How to Request UCPath System Access (SARA)

Follow this guide to navigate the SARA portal and submit a formal request for UCPath system access. Learn the necessary steps to select the correct permissions and input your department code to successfully finalize your authorization request.

Berkeley UCPath Operations Team Departmental
16 steps
2 minutes

Berkeley

Want to see the instructions while you walk through your submission? Add the [**Scribe Chrome extension**](https://get.scribehow.com/install-extension/) (for Chrome browsers only), then select the **Guide Me** button as you hover over Step 1.

Navigate to [https://sara.berkeley.edu/.](https://sara.berkeley.edu/) **Note**: you must be connected to the Global Protect VPN to access this webpage.

Select "Request Access for Yourself or Your Employee"

The "Request Access for Yourself or Your Employee" link is the first interactive element.

Click "Submit"

The CalNet Authentification button is the only interactive element.

Click "Submit"

"Request Access for yourself" is the first radio dial, and the 'submit' button is the fourth interactive element.

Click "Request or Change Access"

"Request or Change Access" is the first interactive element.

Select the Next button.

The Next button is the only interactive element.

Select "UCPATH"

"UCPATH" link is the fifth interactive element.

There are two main sections to complete: **Add New Security Roles**: a role specifies what you need to be able to do within UCPath. Each role needs to be added as a new row. There are different levels of role access: - **Inquiry:** you just need access to look at data in UCPath. - **Initiator:** you need to be able to make changes in UCPath. - **Approver:** you need to be able to approve changes in UCPath. - **Admin:** allows the user to submit updates to UCPath without an approval step. Admin access is extremely limited in distribution. **Note**: Initiator and Approver roles require UCPath Training before access is approved. --- **Add New Orgs:** this determines the row-level security you need in UCPath, or put another way, the departments you need access to. **Notes**: - If you serve multiple departments, you will need to add a new row per department. - There is a hierarchical relationship between departments, and access to a node also grants access to the child nodes. For example, access to an L2 department node will also grant access to its child L3, L4, L5, and L6 nodes.

These two sections are formatted as tables with drop downs and open-text fields in the different cells.

**Tip! Inquiry Access (View-Only)** For many transactors, it is incredibly helpful to have access to view-only data pages in UCPath for research. **Not sure which pages you need access to?** Explore our [View-Only "How do I find..."](https://ucpath.berkeley.edu/training/inquiry-view-only-access-training-courses) website. **Not sure which SARA roles you should request?** Explore our [UCPath View-Only SARA Roles](https://drive.google.com/file/d/1B5J23a7rPvLyLmg7LU5mzfFY-n0okpD-/view) job aid.

**Select the appropriate UCPath 'Business Area'.** This will be the part of UCPath you need access to. - **PY**: Payroll - **WFA**: Workforce Administration (think HR, job data, positions, etc.) - **AM**: Absence Management - **CA/GL**: Committment Accounting/General Ledger - **Cognos - Folders**: UCPC reporting tools - **Reporting**: - E-010 Error Reporting - PY - PY Report Distribution - BCMP - PayPath Trans Status Report - **BN**: Benefits - **TAM**: Talent Acquisition Management

Business Area is the first cell within the first table.

**Choose the appropriate 'System Function/Transaction' Role.** This will be the specific page or transaction you need access to in UCPath. The options will be specific to the 'Business Area' you selected.

'System Function/Transaction' is the second cell in the first table.

Next, the **'Access Level'** may auto-select an option, or you may need to choose an option from the drop-down, depending on what level of access you need. **Remember:** - **Inquiry:** you just need access to look at data in UCPath. - **Initiator:** you need to be able to make changes in UCPath. - **Approver:** you need to be able to approve changes in UCPath. - **Admin:** allows the user to submit updates to UCPath without an approval step. Admin access is extremely limited in distribution.

Access Level is the third cell in the first table.

**Select the 'Add Row' button** to add additional rows for each new UCPath System Function/ Transaction role needed.

Add Row hyperlink is before the first table.

**Tip! If you want a full list of elevated roles in UCPath**, explore our [Security Roles & Required Trainings](https://docs.google.com/spreadsheets/d/1Sg80PnkLFneT8935QuBILLN6Yc_5MpyQ9yeiUbz4klk/edit?gid=364124065#gid=364124065) spreadsheet. Some roles are limited based on your department or your job code. Please note, there are additional steps and limits for contingent workers.

Once you've added all the roles you need, you'll need to specify the department(s) you need access to view in UCPath. **In the UCPATH: Add New Orgs section, start typing in the Department code.** A pop-up will appear. Select the pop-up, and it will auto-fill the Org Node, Org Name, and Org Level text boxes.

Org Node is the first cell in the second table.

**Tip! To see a complete list of current departments in UCPath**, check out the [UCPath Departments list](https://docs.google.com/spreadsheets/d/1FslPVoGpq3GVQK-memRgB-G4kN8e0ppe/edit#gid=29720923). **Note**: There is a hierarchical relationship between departments, and access to a node also grants access to the child nodes. For example, access to an L2 department node will also grant access to its child L3, L4, L5, and L6 nodes. Please consult with your supervisor to determine which department(s) you need access to for your job duties.

Add any notes. Then **start typing your supervisor's email**. Another pop-up will appear, and once selected, Email, Name, and Phone will auto-fill.

Email is five interactive elements after Org Node.

Select 'Submit Access Request'

Submit Access Request is three interactive elements after email.

Select 'Yes.'

How to Request UCPath System Access (SARA)

Berkeley UCPath Operations Team Departmental
16 steps
2 minutes

Berkeley

Navigate to [https://sara.berkeley.edu/.](https://sara.berkeley.edu/) **Note**: you must be connected to the Global Protect VPN to access this webpage.

Select "Request Access for Yourself or Your Employee"

Click "Submit"

Click "Request or Change Access"

Select the Next button.

Select "UCPATH"

**Select the 'Add Row' button** to add additional rows for each new UCPath System Function/ Transaction role needed.

Add any notes. Then **start typing your supervisor's email**. Another pop-up will appear, and once selected, Email, Name, and Phone will auto-fill.

Select 'Submit Access Request'

Select 'Yes.'