UPlan User Access Request

Use this form to request new user access to UPlan or to modify permissions for an existing user. New users will need to complete prerequisite training courses before full system access is granted, and all requests are subject to review by the Resource Planning and Business Services Training staff.

Instructions

Please provide complete information for all required fields to ensure timely processing of your request. A member of the UPlan User Access Team will review and respond to your request within 1-3 business days.

Requesting UPlan Access:

  1. A UBO or UBO designee must complete the UPlan User Access Request to request access for a new user. 
  2. The new user will receive an email indicating they have been granted access to the UPlan training environment along with information on how to enroll in the prerequisite training courses. 
  3. The new user will enroll in the correct UPlan Access Curriculum training course in UBEdge and complete the provided training checklist. 
  4. Once all training is completed, the new user will email the required certificate(s) to the UPlan security group at uplan-security@buffalo.edu. 
  5. The security group will then grant access to UPlan production.

Questions?

Contact UPlan Support Teams

Form Facts

Form Type: Formstack document 

Requirements: Browser

Updated: August 2025

Owner: Resource Planning, Business Services