How do students set up their guest access?

Only students can create guest access accounts in Banner Self-Service.  Below are the instructions on how to set up a guest and select the information you allow that person to access:

  1. Log in to My UNC Charlotte

  2. Click Banner Self-Service

  3. Click the Guest Access Portal tab

  4. Click the Guest Access link

  5. Click Add Proxy. (Proxy is another word for "guest".)

  6. Enter name and email of person you want to grant access, then click Add Proxy.  An email will be sent to your guest to verify their identity, create a PIN and login, and set up the relationship profile.

  • Expand the guest profile to reval the profile tab.

  • Click Profile tab to add description, passphrase*, and a start/end date for access.

  • In the Authorization tab, check the boxes for the specific pages you want your guest to have access to. Click the Email Authorizations link to inform your guest about the access you provided.

Creating a Passphrase

  • In addition to providing information about your guest, you have the option to create a unique verbal "passphrase" for each guest.

  • If your guest calls to speak to any university faculty/staff about your records, the faculty/staff member will require the passphrase to validate the guest’s identity before providing authorized information over the phone.  

  • * Be sure to tell this passphrase to your guest!  The passphrase only helps confirm the identity of the person on the phone. After confirming the passphrase, university staff will also check the specific information to which the student has given access for that specific guest.

 

Category: 
Guest Access Portal
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