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Queen's University

Modify User's Existing Access

PeopleSoft (PS)


  1. Add/Delete Department ID only
  2. Add/Delete PS role only 
  3. Delete all or some PS access when user’s role changes within their department 
  4. Delete all PS access when user transitions to another department within Queen’s   
  5. User terminates from Queen’s *

Action Required

  • Complete the Financial Systems Security Access Request form  
  • If adding/deleting Department ID(s) only, circle Add or Del and indicate ID(s) at bottom of form 
  • If adding/deleting role(s) only, select Add or Del column adjacent to applicable role(s)
  • If removing all PS, select DEL column adjacent to all applicable role(s) and indicate Department ID(s) 
  • Form must be authorized by user’s Manager and Faculty Business Officer **
  • Mail or fax form to Financial Services or email form to


Research Statement of Operations Portal View

Add a Project ID to administrator’s current portal view:

  • Complete form FIN-FRM-008 
  • Include Fund, Department, Project ID
  • Select Portal Access box (and Signing Authority boxes if applicable)
  • Form must be authorized by Principal Investigator
  • Forward original form to Financial Services  (email is not acceptable)
  • One form for each Project ID is required

Remove a Project ID from administrator’s portal view:


*  When a user terminates from the University, their NetID is deactivated via HR/IT process; however it is recommended the user’s department also notify Financial Services.  Mail or fax form FIN-FRM-007A to Financial Services or email form to

** Not sure who your Faculty Business Officer is?  Contact your departmental administrative assistant or email


Kingston, Ontario, Canada. K7L 3N6. 613.533.2000