Creating a Proxy and Delegating Access

Delegated access occurs when a person gives another person access to his data. The person who delegates access is known as the delegator. The other person, to whom access is delegated, is known as the proxy. When a proxy is given access, the proxy can then view data or perform some actions on behalf of the delegator.

This section discusses how a delegator gives a proxy access to data or transactions.

Page Name

Definition Name

Navigation

Usage

Share My Information - Summary

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  • Self Service > Share My Information

  • Self Service > Student Center

    Click the Share My Information button on the Student Center page.

  • Self-Service > Campus Personal Information > User Preferences

    Click the Share My Information link on the User Preferences page.

A delegator uses this page to:

  • Create a proxy, then delegate access to the proxy.

  • View the list of proxies to whom the delegator has given access.

  • Delete proxies, or modify proxy details such as changing email address or revoke access to a delegated transaction.

In the Student Center and User Preferences pages, the Share My Information button or link appears only if the delegator has access to the Share My Information component and has access to at least one delegation transaction defined in the Delegation Transaction Setup page.

Share My Information - Terms and Conditions

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On the Share My Information - Summary page, click the Delegate Access to a New Contact button.

Delegator accepts the academic institution’s terms and conditions.

Every time a delegator creates a proxy, the delegator must first accept the terms and conditions outlined by the academic institution.

Share My Information - Details

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  • On the Share My Information - Terms and Conditions page, click the I Accept button.

  • On the Share My Information - Summary page, click the Edit button.

The delegator uses this page to:

  • Provide information about the proxy.

  • Select the transactions to be delegated to the proxy.

  • Revoke access to a transaction.

  • Modify the name, relationship, or email address of the proxy.

  • Resend the latest email notification.

Access the Share My Information - Summary page (Self Service > Share My Information).

Image: Share My Information - Summary Page

This example illustrates the fields and controls on the Share My Information - Summary Page. You can find definitions for the fields and controls later on this page.

Share My Information - Summary Page

To create a new proxy, click the Delegate Access to a New Contact button.

To edit the proxy details (for example, to revoke access, or to change the email address of the proxy), click the corresponding Edit button. The Share My Information - Details page appears.

To delete the proxy, click the corresponding Delete button. This revokes all transactions delegated to the proxy and the proxy no longer appears on the Share My Information - Summary page. However, the information remains in the records for history purposes.

Access the Share My Information - Terms and Conditions page (click the Delegate Access to a New Contact button on the Share My Information - Summary page).

Image: Share My Information - Terms and Conditions Page

This example illustrates the fields and controls on the Share My Information - Terms and Conditions Page. You can find definitions for the fields and controls later on this page.

Share My Information - Terms and Conditions Page

To modify the terms and conditions, edit the 14025, 60 message catalog.

Access the Share My Information - Details page (click the I Accept button on the Share My Information –Terms and Conditions page.)

Image: Share My Information - Details Page

This example illustrates the fields and controls on the Share My Information - Details Page. You can find definitions for the fields and controls later on this page.

Share My Information - Details Page

Use this page to provide the proxy’s name, the proxy’s relationship with the delegator, and the proxy’s email address. It is important that the delegator ensures that the email address is correct. The system uses the email address to send an email notification to the proxy. The email notification contains information on how to sign into Campus Solutions, which transactions the proxy has been granted access to, and how to be identified as the right person that has been granted access to the delegator’s data.

The list of transactions show only transactions that the delegator is allowed to delegate. When the delegator selects a transaction name, the system automatically enters the current date as the start date in the transaction grid. The delegator cannot edit this date. To end or revoke a transaction, the delegator must deselect the transactions from the list.