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
UMB KR User Roles Request — Request to add roles for a UMB employee or Affiliate to allow the user to create, edit, or view proposal and/or award records for authorized units. Request to make changes for existing Kuali Research Users. Request to remove roles or units. Request to update approvers for your unit.
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.
Kuali application access instructions
More information about employee data 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 — Use the form linked above to request that an existing KR User be given access to new units (departments), to add a role, or remove roles or units.
Proposal Approver Updates — Use the form linked above to request an update to a unit’s approval group.
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.