Onbase - Request an Onbase User Account

Tags onbase edocm

For users requesting access to OnBase or a new OnBase account, please review the following.

Users may ask for one of the following:

  • Access to the Student Employment Acknowledgement Form.
  • Access to the OnBase Hire Forms.
  • OnBase access for <task x>.
  • OnBase Account for <task x>.

Account request type:

  • Students

    1. If you need to sign and submit the Student Employment Acknowledgement Form (Students do not sign the SE Hire Forms)

      • Your account will be created by the end of the next business day.
  • Student Worker Supervisor

    1. If you are a Supervisor of Student Workers who needs to sign and submit Student Employment Hire Forms (Supervisors do not sign the SE Acknowledgement Forms)

      • Provide your 7-digit Employee ID
  • Staff & Faculty
    1. If you need an OnBase account or particular access privileges in OnBase 
      • AND you are a Manager/Supervisor
        1. Provide, for each user requiring a new account,:
          1. First name (no nicknames)
          2. Last name
          3. Case Network ID
          4. Whether they are student/temp/regular employee
          5. Desired Role within OnBase or a current User with the desired permissions to be copied for the new User.
      • AND you are not a Manager/Supervisor
        1. Contact their Supervisor and ask them to submit the request.

*** If you will be indexing invoices for Accounts Payable, this additional training course is required.***

*** If you are NOT a Student or Supervisor requiring access to Hire Forms, new OnBase, please complete this training before requesting access.***