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New User Access

The term “new user” refers to an individual who does not currently have access to the Government Wide 

Treasury Account Symbol (GTAS) application. 

1. New users will access SailPoint IIQ. https://iiq.fiscal.treasury.gov to create their identity.

New users are required to logon via their PIV/CAC credentials or choose one of the 3rd party credential

service providers, ID.me or LOGIN.gov. 

Note: Users choosing 3rd party CSP’s who have existing personal accounts with ID.me or LOGIN.gov 

accounts must access their ID.me or LOGIN.gov accounts and add their work email address to their 

profiles. ID.me will require the work email to be the primary email address.
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2. The new user will be prompted to enter their email address. The new user must enter their work email 

address.

3. The user will be emailed a code to verify their email address. When the email is received, the user enters 

the code on the screen. The email will be sent from no-reply@fiscal.treasury.gov
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 4. Example of email. 

 5. User enters the code, clicks Submit. 
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6. Users must select a Manager to approve their access. The Manager should be someone within your 

Agency appropriate to review/approve your access request and will also recertify your application access 

annually. User selects the 3 lines to the left of the Home button, then selects Modify Manager. 
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 7. Click the radial button next to Set/Modify the Manager for your account. Click Next.

 8. Input the email address of the Manager. Click Next.
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 9. Confirm Selected Manager will display. Confirm the email address for accuracy. Click Next.

10. A request confirmation message will display. The selected Manager will receive an auto-generated 

email indicating the request is awaiting their action.
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 11. Users will receive an auto-generated email when the Manager has acted on the pending request to be 

designated. Users must wait until the Manager has approved before requesting access. Click SAMLLogout. 

 12. The Manager will logon to SailPoint IIQ. https://iiq.fiscal.treasury.gov. The pending approval will be 

listed under Approvals or Latest Approvals.
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 13. The Identity Approval will display. The User information will display at the top. The Manager 

information will display below. The Manager may input comments, then selects the Approve or Deny

button.

 14. The Complete Approval button will display. Click Complete.
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 15. The User logs back into SailPoint Identity IQ. https://iiq.fiscal.treasury.gov

 16. The User clicks Manage My Access. 

Note: Users who are also a Manager in IIQ, will see a Manager User Access tile to select. Managers will 

also need to set a Manager for their account before requesting user access. Managers will see their 

name listed to select themselves, then see the Add Access and Remove Access tabs.
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17. Example of Manager homepage in SailPoint IIQ. Click Manage User Access. 

 18. The Add Access screen will display. Enter GTAS into the search field and click the magnify icon. The 

GTAS roles will display. For a complete definition of the GTAS roles, see Appendix A. 
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 18. Select only 1 GTAS role. Click Next.
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 19. The Add Access screen will display. Click the Comments icon.

 20. In the Comments field provide the information for the Treasury Account Symbol permissions to be 

assigned to the new user. Provide one of the bulleted items below, then click Save.

• Access Group (Agroup) number

• A List of Treasury Account Symbol (TAS)

• The name of an existing GTAS user who the new user should mirror
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21. Review the Add Access request for accuracy, then click Submit.

22. The Request submitted successfully message will display. The status of submitted request may be 

viewed under Track My Requests.

Note: The Request will route to the Manager to for action. Once the Manager has approved, the request 

will route to the Treasury Support Center to complete the Account Add request. The new user will receive 

an auto generated email when approved or if rejected.
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Modifying or removing User Access 

 1. The user logs onto SailPoint IIQ. https://iiq.fiscal.treasury.gov
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2. The User clicks Manage My Access.

 3. The Add Access and Remove Access options will display. Click Remove Access to view currently assigned 

permissions. 
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 4. Click the checkbox next to the role to remove. Click Add Access to select the new role permission.

 5. Enter GTAS in the search field and click the magnify icon.
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 5. Click the checkbox next to the role to be added and click Next.

 6. Confirm the role to remove and the role to add and click Submit.
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7. The Request submitted successfully message will display. The status of submitted request may be viewed 

under Track My Requests.

Note: The Request will route to the Manager to for action. Once the Manager has approved, the request 

will route to the Treasury Support Center to complete the Account modifcation request. The user will 

receive an auto generated email when approved or if rejected.
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Appendix A.

GTAS External Roles 

GTAS is used by agencies to report budget execution information and proprietary financial reporting information 

to the Department of the Treasury. Each user may have only one agency role.

Preparer

This is an agency role used to upload ATB data and review it for accuracy. Multiple users at each agency should 

be assigned this role, encouraging cross-verification and separation of duties. This role may also be used by 

service providers who act on behalf of one or more agencies. Preparers must be assigned to an Access Group), 

granting them access to one or more agencies’ TAS’s or a subset of TAS’s. This role is for the users at the various 

agencies who are responsible for all aspects of extracting data from their core accounting systems, loading trial 

balance data into GTAS, and reviewing the data for accuracy. 

• Uploads bulk files

• Certifies ATB periods 2-11

• Enters year end manual adjustments

• Explains material differences periods 3, 6, 9 and 12

Certifier

This role is for external agency users who are responsible for certifying the trial balance data and material 

differences by TAS.

• Certifies ATB period 12

• Certifies year end manual adjustments

• Agency CFO or designee certifies material difference reporting periods 3, 6, 9 and 12

Executive 

This role is for those users who are running reports only. Users will not have access to upload, update, or delete 

any data throughout the system. Any user at any agency may request access to this role.