Introduction

Functional roles have been created to assist members with requesting user roles.  For example, instead of having to know which specific roles you need, you will select a “Functional Role”.  Examples:  CG SPO Technician, CG SPO Auditor, CG CGIS Investigator.

Position Based

Functional roles are approved based on the position you are filling.  If selecting CG Admin Supervisor you must be a YNC to PERS member assigned to an ADMIN (P&A) unit. CG Admin Technician is for YN assigned to an ADMIN (P&A) unit. If you do not fit this criteria, your request will be denied. For example, if you are a SPO Auditor, you would request CG SPO Auditor.  When PPC receives your request, we verify that you are in a SPO Auditor position and ensure any other criteria is met, and if met, approves the request.  If you are not in that position, or the PAL lists your position incorrectly, your request will be denied.  For example, you are a SPO Auditor but the PAL lists you as an Admin Yeoman.  All positions are verified through the PAL.  Do not select multiple functional roles that are related, for example, do NOT select CG SPO Technician and CG SPO Auditor.

Regulations

Personnel approving DA users roles must be properly designated in accordance with reference (a), specifically authorizing this authority.  Designation memo must be retained at the unit.  PPC will request this memo from the unit for any audits and/or investigations. Reference (b) provides additional information on DA user access.

References

Available Functional Roles

The following functional roles are available:

Role Title	Description
CG Admin (YN-PERS Only)	This role is for units that have NOT been approved for PSI integration.  We have one role for all of the YNs/PERS in this group.
CG Admin (PSI Enhanced) (YN2-PERS W/"By Dir" Only)	This role is  for units that have been to authorized for PSI integration.  This role is for YNs/PERS that have “By Direction” authority.
CG Admin (PSI Enhanced) (YN3-YN2 Only)	This role is for units that have been to authorized for PSI integration.  This role is for YNs that have NOT been given “By Direction” authority.
CG CGIS Investigator	Must be assigned to CGSI and CGSI Analyst position. Must be approved by CGIS: Mission Support Division Personnel Officer, P&A Division Chief, or Command Security Officer
Commanding Officer and OIC	For COs and OINCs only. DA position data must show the appropriate position or the request cannot be approved. Functional role includes Training Officer, CGSSCMD, and Disciplinary Actions View Only roles. (Training Officer designation memo is not required for Commanding Officers & OIC role permissions).
XO/XPO/Gold & Silver Badge MC	For XO/XPO or Gold & Silver Badge MC only. DA position data must show the appropriate position or the request cannot be approved. Functional role includes CGSSCMD and Disciplinary Actions View Only roles.
CG DA Funds Manager	This role is for CG DA Funds Managers.  This role will be authorized for DXRs, PAC-13, PAC-15, DOL-1, ETQC, CG-R82, FORCECOM, PSC-EPM-2 (Dept. ID 010088) and CG-8.
CG Educational Services Officer	Requires Designation Memo be submitted to PPC Customer Care (ppc-dg-customercare@uscg.mil) prior to submission of User Access request
CG Enlisted Evaluation Manager	E6 and above that submits/approves EERs on subordinates
CG Housing Representative	Access to needed information to manage housing eligibility
CG HS Medial Records Manager	Allows Coast Guard medical personnel access to the Member Information Report. Role granted to clinic staff only.
CG Legal Yeoman	View access to member information.
CG Passport Acceptance Agent	Requires designation memo be submitted to PPC Customer Care (ppc-dg-customercare@uscg.mil) and meet training requirements prior to submission of User Access request.
CG Mobilization Administration*	DOL, AREA, PSC, and District personnel in charge of surge staffing. Access to Mobilization setup tables, components, reports, and ability to approve and cancel Mobilization requirements. *CG Mobilization Administration approval is on a case by case basis. Requires CG Mobilization Administration role request to be sent separately to CDR Walter Krolman, PSC-PSD-SSS, Surge Staffing, as the approver, with justification listed.
CG Mobilization Approver	Access to Mobilization components, reports, and ability to approve and cancel Mobilization requirements.
CG Mobilization Processor	Access to Mobilization components, reports, and ability to approve Mobilization requirements.
CG Mobilization Resume Endorser	Provides access to endorse Mobilization resumes.
CG Mobilization View Only	View only access to the Mobilization components.
CG Mutual Assistance HQ Allotments Managers	Provides the functions necessary to enter CGMA allotments in DA. Must be assigned to the CGMA HQ office to be assigned this functional role.
CG PSC-EPM Assignment Officer CAC	Provides the functions necessary to issue active component transfer orders and make initial assignments. Must be assigned to CG-PSC-EPM-2 to be assigned this functional role.
CG PSC-EPM Assignment Officer	Provides the functions necessary to issue active component transfer orders and make initial assignments. Must be assigned to CG-PSC-EPM-2 to be assigned this functional role.
CG-PSC-OPM Assignment Officer	Provides the functions necessary to issue active component transfer orders and make initial assignments. Must be assigned to CG-PSC-OPM-2 to be assigned this functional role.
CG PSC-RPM Assignment Officer-Enlisted	Provides the functions necessary to issue reserve component transfer orders and make initial assignments. Must be assigned to CG-PSC-RPM-2 to be assigned this functional role.
CG PSC-RPM Assignment Officer-Officer	Provides the functions necessary to issue reserve component transfer orders and make initial assignments. Must be assigned to CG-PSC-RPM-2 to be assigned this functional role.
CG Rating Force Master Chiefs - Supervisors	Provides access for CG Rating Force Master Chiefs.  Unit organization must be listed in description block of request.
CG Rating Force Master Chiefs	Access for CG Rating Force Master Chiefs.
CG Recruiter	Must be approved by CG Recruiting Command P&A Branch Chief  or Chief (YNC).
CG Recruiter in Charge	Must be approved by CG Recruiting Command P&A Branch Chief or Chief (YNC).. If DA position data is not showing as Recruiter in Charge, member must include a designation memo submitted to PPC Customer Care (ppc-dg-customercare@uscg.mil) prior to submission of User Access request?
CG Reserve Manager	Any member that submits/approves IDT or reserve orders
CG Reserve Order Funding Approver	DOL-1 and DXRs
CG Senior Enlisted Reserve Advisor (SERA)	Provides access to view and schedule drills, self-service command functions and the airport terminal.
CG Senior Reserve Officer (SRO)	Provides access to view and schedule drills, self-service command functions and the airport terminal.
CG SPO Auditor	YN1s and above in a SPO or YN2s in a SPO that have been given PAO authority.
CG SPO Auditor (CG Academy)	YN1s and above at the CG Academy SPO and meet training requirements.
CG SPO Technician	YN2s and below assigned to a SPO.
CG SPO Technician (CG Academy)	YNs at the CG Academy SPO
CG Training Program Manager (TAS)	For managers of school lists (TRACENs, PSC-EPM (A-Schools), and the LDC).
CG Training Officer	Requires designation memo be submitted to PPC Customer Care (ppc-dg-customercare@uscg.mil) prior to submission of User Access request.
CG TQC Scheduler	FORCECOM TQC Schedulers only. The following user roles are included: CGROWSEC_CGAD CGSSCMD CGSSMBR CGTRNTQC CGUPDTNO
CG Urinalysis Coordinator	Requires designation memo be submitted to PPC Customer Care (ppc-dg-customercare@uscg.mil) prior to submission of User Access request.
Work-Life Management System (WIMS) Available roles are shown below: Function Name CG CISM Program Manager CG CISM Specialist CG Employee Assistance Program Manager CG Employee Assistance Specialist CG Family Advocacy Program Manager CG Family Advocacy Specialist CG Family Resource Specialist CG Sexual Assault Program Manager CG Sexual Assault Specialist CG Special Needs Program Manager CG Substance Abuse CDAR CG Substance Abuse Program Manager CG Substance Abuse SAP CG Victim Witness Program Manager CG Victim Witness Specialist CG Wkpl Violence & Threatening Behavior Prgm Mgr CG Wkpl Violence & Threatening Behavior Specialist	All requests must be approved by CDR Sarah Garrett, Work-Life Division Deputy.

If a user needs a role that is not listed in the table above or on the User Access request form in Direct Access, please submit a Direct Access User Role Designation form CG 7421-B .

The following roles are for PPC internal use only. 

To Submit a Direct Access User Access request, please select one of 2 options:

1. Sign into Direct Access, under Self Service Request, and submit User Access Request. If elevated roles needed are not listed on the form, please submit Direct Access User Role Designation form CG 7421-B.

2. Submit a Direct Access User Role Designation form CG 7421-B (https://www.dcms.uscg.mil/Portals/10/CG-1/PPC/forms/cg_7421b.pdf) electronically to PPC. All current user roles need to also be selected on the form, or current roles will be removed with new submission request. Any roles not listed on the form must be manually typed under Various/Others section selecting Comments/Others (not listed).

Follow the procedures in the Direct Access Requesting New User Roles Self-Service User Guide for:

• Requesting New User Roles

• Withdrawing a User Roles Request

Command approvers: Refer to the Approving or Denying User Roles guide to process requests. 

Direct Access User Recertification: Follow the procedures in the Recertifying DA User Roles and Functions Self-Service User Guide to submit your request to retain access to other than self-service functions. 

Self service video tutorials:

1. Self Service Recertifying DA User Roles

2. Requesting New DA User Roles

The Command User role CGSSCMD is a powerful, multipurpose role, intended for use by trusted, mature and responsible members of the command cadre. Command Users must be designated by the unit Commanding Officer/Officer in Charge or Executive Officer/Executive Petty Officer. Each unit must designate at least one Command User. Additional Command Users should be designated based on the need to access the information listed above. E6 and below will not be authorized the CG Self Service Command User access.

Direct Access, based on the Operator ID, allows a Command User access to all command functions.  Any Command User has the ability to enter comments and approve an employee review, enter IDT drills, or view transfer information.  Commanding Officers should clearly define an individual's role when making Command User designations.

When you consider designating Command Users, you should first ask yourself these questions:

Does the individual have your authorization to:

• View enlisted evaluations?
• Initiate enlisted evaluations?
• View pending transfer information?
• Run reports and rosters?
• Input reserve drill/ADT information?

Granting full command access may not always be necessary or appropriate.  Consider granting one or more of the above roles in lieu of full command access.