Primary Financial Contact Setup

On iLab PIs are setup by default as Primary Financial Contacts (PFC). However, they can dedicate business manager or financial administrator to be their Primary Financial Contact for the lab/group. The Primary Financial Contact is the individual who gets notified about new invoices, pending invoices, and any other financial inquiries the core or RRC administration has. In order for PI to setup a PFC, the individual needs to:

  1. Be registered with iLab system
  2. Added to that PIs lab/group
  3. Assigned Financial Manager role

 

This does not in any way diminish the PI authority in the lab/group. The PI can override any and all authorizations in the lab/group.

  1. Navigate to the menu icon at the top left corner of the page
  2. Select Research Groups
  3. Choose the lab that you would like to manage right now
  4. In the “Members” tab next to the lab member who will be the Primary Financial Contact click on the pencil icon
  5. Change their role to “Manager” and check mark the box next to “Financial Contact” (there can be multiple managers in a group for different purposes)
  6. Click “Save”
  7. Refresh the page
  8. Navigate to “Group Settings” tab
  9. Under “Communication Settings” make sure that this individual’s name is selected in the drop down menu