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TAMU > Finance > Procurement Services > Forms> Account Maintenance

Online Access Request

If you have an existing Procurement Services Account (your full 16-digit charge account #), please follow the three step process below to complete an Online Access Request Form. The request will then be reviewed for proper signatures and the new user will be sent an email confirming their Procurement Services User Name and Password. If you do not have an existing Procurement Services Account or need to create additional Procurement Services Accounts, please click here.

There are three steps on the next page that you must complete before printing the Online Access Request Form.

Step One: Click the "Add Accounts to the List" button to add an existing Procurement Services Account to a list of accounts. You may enter as many accounts as you wish. The accounts on this list will be associated with one specific user/person who exclusively places orders on those accounts. When this individual logs onto the Online Procurement Services Catalog, they will be able to place orders using all of the accounts on the list as well as view prior activity on the accounts.

Step Two: Complete the form containing all the Cardholder Information.

The "User Name" is used to log into the Online Procurement Services Catalog and should be one alpha-numeric word with no special characters such as spaces or apostrophes. A suggestion for a "User Name" would be the first letter of one's first name plus his or her last name.

The "Cardholder Name" is one's actual name, usually first and last.

By checking "Administrative Access" you will give this user the ability to view prior activity on all accounts that start with the same eight digits (e.g. 02-270260). "Administrative Access" also gives this user the ability to modify billing and shipping addresses as well as create new cards and users, all online.

By checking "Requires Order Approval", all orders placed by the new user will be sent to a designated Approver for final approval before orders are fully placed. The Approver is determined by the "User Name" entered in the "User name of Approver" box. Approvers are typically uses with Administrative Access, but may be any user with access to the Online Procurement Services Catalog.

Step Three: Fill in the information regarding the Administrative Head of Unit. This is the person who must sign your completed form before it is sent to Procurement Services, and is usually a Dean, Director, or Department Head.

Once you have completed these steps click "Create Form". Print the Completed form and send it, signed, to Procurement Services.

Reminders: You must submit one form for each user to whom you wish to give online access. Although you are creating users for existing accounts, some account information, such as billing and shipping information, may be out-of-date. An individual with "Administrative Access" can later modify this information when they log into the Online Procurement Services Catalog. Alternatively, you can send a completed Account Maintenance Form to Procurement Services. This may be the best option if you have multiple accounts which need updating with the same billing and shipping information.
              
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