Get Cardinal Security

Filling out the Cardinal Security Form (Cardinal SE-01) is essential for managing user access effectively. This guide provides a clear, step-by-step approach to completing the form accurately to ensure users have the appropriate access required.

Follow the steps to complete the Cardinal Security Form.

1. Click 'Get Form' button to obtain the Cardinal Security Form and open it for editing.
2. In the 'Security Action Requested' section, select one of the following options: 'New User Setup' to create a new account, 'Update Existing User' to adjust current access, or 'Lock Out Existing User' to disable an account as needed.
3. Fill in the 'User Information Section' by providing the requested details: name (last, first, middle initial), email address, Department ID, Employee ID, job title, and work location. If applicable, check the box for a name change and provide supervisor details if the user is a contract worker.
4. Access the 'Requester Information Section' and enter the Ship To and Bill To codes using the drop-down feature, along with the user's phone number and optional fax number.
5. In the 'Functional Area Roles Section', indicate the roles applicable to the user by selecting options based on their job responsibilities. Pay special attention to any prechecked roles as they may be relevant for all users.
6. Complete the 'Signatures Section' by obtaining the necessary signatures from the user’s supervisor, Cardinal Coordinator, and the appropriate administrative personnel depending on the user's department.
7. If the user is requesting a Buyer role, complete the 'Buyer Setup Section' by acquiring approval from the relevant Procurement Manager or Administrative Services Division for Central Office Users.
8. Once all sections are filled out correctly, review the form for accuracy, then send it to the Cardinal Security mailbox for processing.

Complete your Cardinal Security Form online to ensure timely and accurate user access management.