Roles in Kuali Research are needed by proposal creators, viewers, and others. Here are the requests and instructions you need for user access and updates.
Gaining access to Kuali Research
User Roles Request — Upon receipt of a User Roles request, roles will be added for a UMB employee or Affiliate to allow the user to create, edit, or view proposal and/or award records for authorized units.
Change User Role or Unit — Submit this request to make changes to existing Kuali Research User roles.
New users
A person must be in the Employee Look-up in Kuali Research to be entered as a Principal Investigator (or Multi-PI) in the Proposal or Budget or to be granted KR User Roles. The Kuali Research records are updated from the Human Resources nightly data feed, which includes employees on payroll and others who request access to Kuali Research through the App Request system.
To check whether an individual is in the KR Employee Lookup:
- Select All Links in the left navigation and enter Person in the search field. Select the Person link.
- In the look-up, enter 02 in the Campus Code field to limit results to UMB employees.
- Search for the individual by name. If the individual appears in the Person results and is an Active record, then we can add Kuali Research User roles. Hint: Use asterisks as "wild cards" in the search field. For example, to search for an employee named Catherine Zeta Jones, try *zeta* in the last name field.
New Employees: It takes time for new employees to get "in the system". Your HR liaison is the best contact for information about timing.
New Faculty: If the new faculty member will transfer grants or prepare and submit proposals from UMB before their appointment date, add the new faculty in the Community System with a request for app access for Kuali Research.
Information about the employee look-up in Kuali Research
Logging in
Use your UMID and password to log in to Kuali Research. You may access Kuali Research via the myUMB Portal. After logging on to myUMB, you will find a link for Kuali Research under the Administrative Systems card.
Changes and updates
Department or Role Changes — To request that an existing KR User be given access to new units (departments), to add a role, etc., please complete and submit the Change User Role or Unit request.
To inactivate a User who is no longer at UMB or who no longer requires Kuali Research access, please submit your request via email.
Proposal Approver Updates — To request an update to a unit’s approval group, send an email describing the changes.
Email Distribution List Updates — To request updates to the email distribution lists used by SPA and SPAC for proposal and award notifications:
- SOM users send an email to SOM Information Services
- SOD, SON, SOP, SSW: Contact your Dean's Office
- School of Law, Graduate School, departments of other schools if directed by your Dean's Office, Central Administration: Send an email to SPA.