We are committed to offering a wide variety of tools and support to help you get started with the Financial Access and Authority Management (FAAM) tool.

Access this System: Through CarletonCentral (see the first How-to Sheet below)

Questions? Email financial.systems@carleton.ca


Frequently Asked Questions (FAQs)


In-class System Training and Seminars

Visit carleton.ca/facts/cu-events to see what is currently being offered.


Documentation

PowerPoint Presentation

Financial Access and Authority Management (FAAM) Tool 101

How-to Sheets

Each short how-to sheet will help you complete a specific type of FAAM action.  The how-to sheets have been categorized based on whether you are completing the action for yourself or someone else.

For Everyone …

1. Loging In

For Yourself …

2. Requesting Financial Approval Access For Myself

3. Requesting Access to a Funding Source for Myself

4. Removing My Own Access to a Funding Source

5. Accepting the Approval-level Access That You Have Been Delegated

For Someone Else (only Index Owners)…

6. Requesting Financial Approval Access for Someone Else

7. Requesting Access to a Funding Source for Someone Else

8. Removing Someone Else’s Access to a Funding Source

9. Approving Access to Your Funding Source for Someone Else

And an extra just for Index Owners¬†…

10. Assigning or Changing Which Owner Receives Notifications

11. Requesting Shopper Access for Someone Else in eShop

Questions?

Email financial.systems@carleton.ca