Supervisor Quick Reference for Requesting System Access in Agiloft

Access Agiloft at dartgo.org/Agiloft  |  You are responsible for requesting, updating, and removing your employees' system access.

Download this quick reference sheet

Know Your Scenario

🟢 New Employee
Set up system access for someone joining your team for the first time.

Select: Initial Setup
Submit before or on start date.

  

🟠 Role Change
Update access for a current employee whose responsibilities have shifted.

Select: Revision to Existing Access
Submit as soon as the change is confirmed.

  

🔴 Off-Boarding
Remove access when an employee leaves your team or Dartmouth.

Select: Ending Access
Submit on or before their last day.

⚠️ Off-Boarding Reminder: Removing system access when an employee departs is a security and compliance obligation — not just a formality. Submit the request on or before the employee's last day. Do not wait.

Steps to Submit a Request

  

How to View Current Access
  1. Go to dartgo.org/Agiloft
  2. Select System Access → New System Access from the ribbon
  3. Search for the employee by name and select them — their Net ID, Department, and Division will auto-fill
  4. Choose their Employment Status from the dropdown
  5. Enter the Access Start Date (and End Date if required)
  6. Select the type of request (Initial, Revision, or End Access)
  7. Write a brief Access Request Summary explaining the reason
  8. Optional: Click Save Draft and Check for Forms to copy a prior employee's access as a starting point — then review and adjust before submitting
  9. Select the Fiscal Officer or Approver, then click Submit
  

Option 1 — Employee Record

  1. Go to the Employee Table (left nav, under People)
  2. Search for the employee → click their ID number
  3. Select the System Access tab to view current access

Option 2 — System Access Table

  1. Navigate to System Access in Agiloft
  2. Filter by Department or Division
  3. Hover over View for report options, or click an employee's ID to open their record
    Use Option 2 to compare access across multiple employees.
 

Tips

  • Required fields are in blue text with a red asterisk (*)
  • Hover over any field for built-in help text
  • Backfilling a role? Copy the prior employee's access to save time — but always review before submitting
  • If your employee search returns no results, expand Search Options → select All Text Fields → click Go
 
Questions? Contact Financial.Systems.Access@dartmouth.edu
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