BannerWeb Student Reference Guide

Your username will be the first part of your student university email address before the "@", and your password will be the same as signing into a computer on campus. If you have not logged into a computer on campus or have not changed your password, it will be your student ID number. 

If you have questions about registration, changing majors, grades, academic history, etc please contact the Office of the Registrar at:

Office of the Registrar
Cardinal Farrell Hall, Ste. 180
1845 E Northgate Dr
Irving, TX 75062
Phone: 972-721-5221
Fax: 972-721-5132
Email: registrar@udallas.edu

Office Hours
8:00 a.m. - 5:00 p.m. Monday-Friday

BannerWeb utilizes single sign on. Each time the link is accessed a new Security Assertions Markup Language (SAML) token is generated. If you want to bookmark the BannerWeb link you will need to perform the following steps to successfully copy the URL for bookmarking:

1. Copy the following link address: https://studentssb-prod.ec.udallas.edu/StudentSelfService/ssb/studentCommonDashboard
2. Go to Bookmarks within your web browser
3. Add new bookmark and name the bookmark
4. Paste the copied URL
5. Save the new bookmark

If you do not directly copy the link address from above, you may receive a message stating “Authentication Error! Something went wrong during the authentication process. Please try signing in again.” 

Yes, alumni will be able to access BannerWeb-Student. Your username will be the first part of your student email address before the "@", and your password will be the same as signing into a computer on campus. If you have not logged into a computer on campus or have not changed your password, it will be your student ID number. 

If you receive an authentication error please email support@udallas.edu . Your account may need to be reactivated to access BannerWeb-Student. When entering a support ticket please provide details of the error along with your student ID, First Name, Last Name, and phone number. 

I get a blue screen with SAML logout successful. What does that mean?

There could be two reasons that you are receiving this error. The first reason is that you have timed out of the session you were previously logged into. BannerWeb has a timeout set at 120 minutes. After 120 minutes of inactivity you will be automatically signed out.

The second reason could be that you have an active session that is trying to use a different SAML token competing against the current login. Only one BannerWeb session should be logged into at once if you are on a mobile device. Please follow the steps below to assist with resolving the log in issue.

1. Exit out of all BannerWeb pages from your mobile device
      
   • Note: you will need to exit/close the web browser before continuing to the following steps. 
2. Access the BannerWeb-Student link
3. Log into BannerWeb-Student using your single sign on credentials 
   • Note: If you do not know your single sign on credentials review the "What is my username and password for BannerWeb" from the above FAQ.
4. After successful sign in, you will be able to navigate the Student Landing page and access the links needed to complete your session

When troubleshooting issues with any site, always exit your browser completely after clearing your cache before attempting to access the site again. In Windows, close all your browser windows; in Mac OS X, quit your browser.

Chrome

1. On your computer, open Chrome.
2. At the top right click on more (three vertical dots).
3. Click More tools > Clear browsing data.
4. At the top, choose a time range. To delete everything, select All time.
5. Next to “Cookies and other site data” and “Cached imaged and files”, check the boxes
6. Click Clear.

Edge

1. On your computer, open Edge
2. Click the 3 dots in the upper right corner of the browser.
3. Choose Settings.
4. Under Clear Browsing Data click Choose What To Clear.
5. Select the items you wish to clear (e.g., Browsing History, Cookies and Saves Website Date, Cached Data and Files, Downloaded History and Form Data).
6. Click Clear.

Firefox

1. On your computer, open FireFox
2. Click the hamburger menu in the upper right corner of the browser.
3. Click Preferences (Mac) or Options (PC).
4. Click Privacy in the left menu bar.
5. Click Clear Your Recent History.
6. From the Time range to clear: drop-down menu, select the desired range; to clear your entire cache, select Everything.
7. Click the down arrow next to "Details" to choose which elements of the history to clear.
8. Select Browsing & Download History, Form & Search History, Cookies, Cache and Active Login
9. Click Clear Now.

Internet Explorer

1. On your computer, open Internet Explorer
2. Click Tools, and select Delete Browsing History.
3. Deselect Preserve Favorites website data, and select Temporary Internet files, Cookies, and History.
4. Click Delete.

Mobile Safari for iOS (iPhone, iPod touch, iPad)

To clear cache and cookies:

1. From the home screen, Select Settings > Safari.
2. At the bottom of Safari's settings screen, Select Clear cookies and data or Clear Cookies and Clear Cache.
3. Confirm when prompted.

To clear history:

1. From the home screen, tap Safari.
2. At the bottom of the screen, tap the Bookmarks icon.
3. In the lower left, tap Clear.
4. Tap Clear History.

The following steps outline how to add new phone numbers within BannerWeb. Please note if your address, phone, and email address appear correct within BannerWeb you do not need to update the information.

1. Access BannerWeb-Student 
2. Click on BannerWeb-Student
3. Log in using your single sign on credentials
   • Your username will be the first part of your University Student email address before "@", and your password will be the same as signing into a computer on campus. If you have not logged into a computer on campus or have not changed your password, it will be your Student ID number.
4. Upon accessing the Student Dashboard click the Personal Information Tile

5. From the Personal Information page click add new to add a new cell phone number
6. From the Phone Type drop down menu select Cell
7. Enter Phone Number area code in the Area Code field
8. Enter the remaining of the phone number in the Phone Number Field
9. Click the Primary indicator
10. Click Add
11. Upon successful addition you will be redirected back to the Personal Information page with a Saved Successfully notification with the Cell indicated as Primary

1. Log into BannerWeb-Student with username and password
2. Click the Request Official Transcript tile from the Student Landing Page
   • Note: When clicking Request Transcript you will be redirected to the National Student Clearinghouse website for University of Dallas. 
3. Click Order Transcript(s)
4. Follow the instructions provided by the National Student Clearinghouse by entering your personal and student information
5. Follow the instructions provided by the National Student Clearinghouse by selecting the transcripts needed and delivery details
6. Confirm the order and checkout

1. Log into BannerWeb-Student with username and password
2. Click the View Unofficial Transcript tile from the Student Landing Page
3. Select the transcript level and transcript type to view the unofficial transcript

1. Log into BannerWeb-Student with username and password
2. Click the View Grades tile from the Student Landing Page
3. Select a term to view grades for that term
4. Select a student level to view grades for that term
   • Note: Multiple levels will be presented if you have undergraduate and graduate records. 
5. You are also able to view details regarding your GPA, your primary curriculum, secondary (optional) and related course work. When clicking on View Details next to GPA Summary you will be presented with Term specific GPA information:
   • Selected Term – Term GPA by institutional course work by the selected student level
   • Institutional – Cumulative GPA of institutional course work for the selected student level
   • Transfer – Transfer GPA by the selected student level. Please note you may or may not have transferred courses from prior institutions
   • Overall – The overall GPA by the selected student level
6. When clicking on View Details next to Primary Curriculum you will be presented with program related details such as level (student level can be Undergraduate or Graduate), college, degree being sought, program, campus, admit term, and major/minor.
   • Note: You may or may not have Secondary Curriculum associated to your student record for the term and student level.
7. Once grades have been viewed you are able to use the Home button to navigate back to the Registration landing page or sign-out of the page.
   • Note: If there are multiple student levels throughout your student life cycle (i.e. undergraduate and graduate) then you will be able to select a term and student level.

1. Log into BannerWeb-Student with username and password
2. Click the Financial Aid tile from the Student Landing Page
3. Click the Award Offer tab

1. Log into BannerWeb-Student with username and password
2. Click the Financial Aid tile from the Student Landing Page
3. Click the Financial Aid Documents button
4. Select the requirement from the Select Requirement drop-down
5. Click the paperclip icon and attach a .pdf or image file
6. (Optional) Add a comment to the file in the Comments button
7. Click the Upload Document(s) button to submit the document(s)

To view a list of previously uploaded documents, click the My Documents tab along the top. To view the document, click the eye icon next to the corresponding document. 

1. Log into BannerWeb-Student with username and password
2. Click the Student Worker - Employee Access tile from the Student Landing Page
3. Click the Enter Time button from the My Activities menu

1. Log into BannerWeb-Student with username and password
2. Click the Bursar - Document Upload tile from the Student Landing Page
3. Select the document type from the Select Document Type drop-down
4. Click the paperclip icon and attach a .pdf or image file
5. (Optional) Add a comment to the file in the Comments button
6. Click the Upload Document(s) button to submit the document(s)

To view a list of previously uploaded documents, click the My Documents tab along the top. To view the document, click the eye icon next to the corresponding document. 

1. Log into BannerWeb-Student using your username and password
2. Click on Register for Classes from the Student Landing Page
3. Navigate to the Registration landing page
4. Click on Prepare for Registration 
5. Select a Term from the drop-down menu
6. Click Continue 
7. Review Registration Statuses or other alerts that may restrict registration for the selected term
   • Note: Registration statuses or alerts can include permitted to register, academic status is in good standing, there are no holds that prevent registering, and any other requirement that might be outstanding to register for the selected term. Use this information to contact University of Dallas to clear holds or other items preventing registration. 
8. After reviewing the Prepare for Registration page, you can click the Home button to access the Registration landing page

You will need to meet with your advisor for schedule approval before registration. Undergraduate students will need their alternative pin in order to register. If your advisor is not available, you may try to schedule an appointment with the department chair for your major.

Office of Finance clearance is required for early registration. Please check for any holds from other offices that may prevent registration. These holds could be from Financial Aid, Library, Student Life, and Registrar. 

Any student who is administratively registered by the Registrar's Office will need to drop the placeholder verification course. The verification course starts with subject of VVV and course number starting with V within BannerWeb.  If you registered online you will not need to enrolled in the placeholder course. Course that require registration by Registrar staff would be: graduate or doctoral readings, internships, research, or independent studies. If you would like to Audit a course, you will need to be enrolled by the Registrar's Office.

1. Log into BannerWeb using your username and password
2. Click on the Register for Classes tile from the Student Landing Page
3. You will be presented with the Student Financial Responsibilities Agreement
   • Note: You will only be presented with the Student Financial Responsibilities Agreement upon each term. After completing the agreement, it will not appear again until the following term. If you have already completed the agreement, the step below will not be presented.
4. Review the Student Financial Responsibilities Agreement
5. Click Agree to acknowledge the Student Financial Responsibilities Agreement
   • Note: To continue, you must agree to the terms of the Student Financial Responsibilities Agreement. If you do not agree, you will not be able to continue with registration.
6. Enter your full name within the signature line
7. Enter your electronic signature 
   • Note: Your electronic signature will be your last name and last 4 digits of your Student ID.
8. Confirm electronic signature
9. Click Submit
10. Upon successful submission, click OK to continue to registration
11. Click Register for Classes
12. Select a Term for Registration (the term you will be registering for classes)
13. Optional: Undergraduate students will need to enter their alternative pin
14. Within the Summary Pane you will see the verification course
15. The word registered will be green. Use the drop down menu and select drop
16. Click submit to fully drop the verification course

A Hold can be put on a student’s account by various departments for different reasons. Some of the most common causes of a hold being placed on a student’s account are:

• Advising Holds
• Office of Finance Hold
• Registrar Office Hold

A hold can limit interactions within BannerWeb-Student. These holds can limit Enrollment Verification, Transcript Requests, Applying for Graduation,  Registering for Classes, Reviewing Grades, and Accounts Receivable transactions.

It's easy to view if your account has a hold prior to registration our throughout the term. Follow the steps below to check if you have a hold. If you do have a hold, you will need to contact the appropriate department to have the hold released.

1. Log into BannerWeb using your username and password
2. Click on the Register for Classes tile from the Student Landing Page
3. You will be presented with the Student Financial Responsibilities Agreement
   • Note: You will only be presented with the Student Financial Responsibilities Agreement upon each term. After completing the agreement, it will not appear again until the following term. If you have already completed the agreement, the step below will not be presented.
4. Review the Student Financial Responsibilities Agreement
5. Click Agree to acknowledge the Student Financial Responsibilities Agreement
   • Note: To continue, you must agree to the terms of the Student Financial Responsibilities Agreement. If you do not agree, you will not be able to continue with registration.
6. Enter your full name within the signature line
7. Enter your electronic signature 
   • Note: Your electronic signature will be your last name and last 4 digits of your Student ID.
8. Confirm electronic signature
9. Click Submit
10. Upon successful submission, click OK to continue
11. Once you have navigate to the Registration Landing Page, click Prepare for Registration
12. Select a term from the drop down menu
13. Click continue
14. Within the Registration Status page you will be presented any potential holds and the limitations the hold impacts in BannerWeb-Student
15. Once the hold has been released by the defined department it will remain as information only and not limit interactions within BannerWeb-Student

Please use the link for contact information to other offices at University of Dallas Offices and Services.

1. Log into BannerWeb with username and password
2. Click the Register for Classes tile from the Student Landing Page
3. You will be presented with the Student Financial Responsibilities Agreement
• Note: You will only be presented with the Student Financial Responsibilities Agreement upon each term. After completing the agreement, it will not appear again until the following term. If you have already completed the agreement, the step below will not be presented.
4. Review the Student Financial Responsibilities Agreement
5. Click Agree to acknowledge the Student Financial Responsibilities Agreement
• Note: To continue, you must agree to the terms of the Student Financial Responsibilities Agreement. If you do not agree, you will not be able to continue with registration.
6. Enter your full name within the signature line
7. Enter your electronic signature 
• Note: Your electronic signature will be your last name and last 4 digits of your Student ID.
8. Confirm electronic signature
9. Click Submit
10. Upon successful submission, click OK to continue to registration

The course catalog can be found on the UD website: Course Catalog

Additionally, the course catalog can be found in BannerWeb:

1. Click on Browse Course Catalog 
2. From the drop-down menu Select a Term
3. Click Continue to the next page to enter search criteria 
4. The basic course search criteria will be presented. You have the ability to search by subject, course number, and keywords. You have the ability to use a combination of search criteria to narrow down your search:
   • Subject – When using Subject for the course search option, you will be presented a drop-down list of course subjects
   • Course Number – This allows you to search by course number. When searching by only course number your search results will bring back all courses that match the number
   • Keyword – Keyword search allows you to search by key words in the course title.
   • Advanced Search – Advanced Search allows you to narrow down your search results with more criteria. 
5. Once you have determined your search criteria click Search
6. The next page will have the search results
7. Course Title Link – When clicking the Course Title Link you will be presented with course details related to the course
8. View Sections – You can view course sections for the selected term where registration is open
9. Items per Page – This allows you to view more or less items within the viewing pane
10. Columns – This allows you to personalize the results and viewing of the courses. You can have all columns available, or select which columns you would like to be present when viewing the Browse Courses results page. 
11. Search Again – By clicking Search Again, you will be taken back to the Course Search Criteria Page
12. After browsing the Course Catalog, you can click the Home button to access the Registration landing page

1. Log into BannerWeb using your username and password
2. Navigate to the Registration landing page by clicking the Register for Classes tile.
3. Click on Browse Classes 
4. From the drop-down menu Select a Term
5. Click Continue to the next page to enter search criteria 
6. The basic course search criteria will be presented. You have the ability to search by subject, course number, and keywords. You have the ability to use a combination of the following search criteria to narrow down your results:
   • Subject – When using Subject for the course search option, you will be presented a drop-down list of course subjects
   • Course Number – This allows you to search by course number. When searching by only course number your search results will bring back all courses that match the number
   • Keyword – Keyword search allows you to search by key words in the course title.
   • Advanced Search – Advanced Search allows you to narrow down your search results with more criteria. 
7. Click Search to review related search results
8. The results will be in a grid view with columns of Title, Subject Description, Course Number, Section Number, Hours, CRN (course reference number) Term, Instructor, Meeting Times and Location, Campus, Status, and Attributes.
9. After browsing available classes, you can click the Home button to access the Registration landing page

1. Log into BannerWeb using your username and password
2. Navigate to the Registration landing page by clicking the Register for Classes tile
3. Click on Register for Classes
4. Using the drop-down list, select a Term that is Open for Registration and click Continue
5. Click Continue to the next page to enter search criteria 
6. Enter search criteria to find courses you are looking for
7. Select the course by clicking on the course title
8. A pop-up window will open, where you can go to the Instructor/Meeting Times section to view the meeting dates and times (if applicable)

1. Log into BannerWeb using your username and password
2. Navigate to the Registration landing page by clicking the Register for Classes tile
3. Click on Register for Classes
4. Using the drop-down list, select a Term that is Open for Registration and click Continue
5. Click Continue to the next page to enter search criteria 
6. The basic course search criteria will be presented. You have the ability to search by subject, course number, and keywords, with a combination of search criteria to narrow down your search
   • Subject – When using Subject for the course search option, you will be presented a drop-down list of course subjects
   • Course Number – This allows you to search by course number. When searching by only course number your search results will bring back all courses that match the number
   • Keyword – Keyword search allows you to search by key words in the course title.
   • Advanced Search – Advanced Search allows you to narrow down your search results with more criteria. 
7. Click Search to review the related search results
8. Review the results and click Add when you have identified a class section that will fit your schedule.
   • Note: when clicking Add, the class section will appear within the summary section as Pending registration. You must click Submit in the lower right-hand corner to fully register for the class. The field next to it when clicking submit, indicates the action you are about to take. For this example, the classes are pending a “registered” status.
9. Once the class section has been added and pending registration, you can click search again to add another course
10. After all classes have been added, you can view the tentative schedule in the schedule pane
11. Click Submit to register for the selected classes for the term
    • Note: All classes that were pending should now have a green Registered status and the schedule should no longer be grayed out. If the classes do not have a registered status, you are not enrolled in the course.
12. After successful registration with no classes in pending status, you may view your class schedule to the left

A CRN, or Course Reference Number, is the 5-digit number that is assigned to each course. This number is used when registering for each of your courses and can be found in the Schedule of Classes.  The starting number within the CRN are configured based upon term structure. 

1XXXX - Spring

4XXXX - Summer

7XXXX - Fall

1. Log into BannerWeb using your username and password
2. Navigate to the Registration landing page by clicking the Register for Classes tile.
3. Click on Register for Classes 
• Note: Undergraduate students must meet with their advisors prior to registering for a class to obtain their Alternate PIN to register for a class. 
4. Using the drop-down list, select a Term that is Open for Registration and click Continue
5. From the Register for Classes landing page click Enter CRN’s tab
• Note: Prior to using CRN’s to register, you should have looked up the CRN’s of each class.
6. Enter the CRN within the first CRN field
7. Click Add Another CRN
8. Once all CRN’s for the term you are registering have been entered click Add to Summary
   • Note: When clicking Add to Summary, the class section will appear within the summary section as Pending registration. The field next to it when clicking submit, indicates the action you are about to take. For this example, the classes are pending a “registered” status. You must click Submit in the lower right-hand corner to fully register for the class.
9. Click Submit to register for the classes
   • Note: Upon successful registration the Summary pane will have updated status of Registered.
10. After successful registration and no classes are in pending status you may view your class schedule to the left in the calendar view

Duplicate Course – This error message means you are already successfully registered for another a section/meeting time of the same course. You will need to remove the duplicate before adding new sections. 
College Restriction – This error message means that you have tried to register for a section that is only available to students admitted into a specific college/school (Braniff, College of Business). 
Student Attribute Restriction – This error message means the class section is restricted to students with a specific student attribute (such as honors). 
Program Restriction – This error message means the class section is restricted to students in a particular program. If you receive this message it means you are not associated with the program. 
Cohort Restriction – A cohort restriction means that the class section is specifically for a cohort. 
Class Restriction - This means that you have tried to register for a class that is only available to students in specific classes (freshman, sophomore, junior, senior). 
Closed Section – This means that the section/meeting time is full. There is no space available in the section. You will need to search for another class section. 
Co-requisite is Required - This error message means that the major requires another course or courses be taken during the same semester.
Degree Restriction – A degree restriction error means the class section is restricted to students in a particular degree. 
Level Restriction – A level restriction error means that you have tried to register for a class that is only available to students with a specific level (Undergraduate, Graduate). 
Major Restriction - A major restriction error means that you have tried to register for a class that is only available to students with specific majors.
Field of Study Restriction – Major departments place restrictions on some of sections of their courses. As a result, certain sections of a course are reserved for a particular major. Although the course may be required for your major, the section/meeting time you are trying to register for is reserved for students in another major. If you get this message you will need to search and register for another section that has no restrictions. 
Prerequisite and Test Score Error – Major departments may place prerequisite or test scores on their sections. What this mean is you need to successfully complete a lower level course or test prior to registering for this section. 
Time conflict with CRN XXXXX – You are registered for another course that means at the same time as one you are now trying to add. You may not register for courses with conflicting times. 
Time tickets prevent registration at this time – You cannot register at this time as outlined by the Registrar's office. If you have any questions regarding this, please contact the Registrar's office at registrar@udallas.edu.

1. Log into BannerWeb using your username and password
2. Navigate to the Registration landing page by clicking the Register for Classes tile.
3. Navigate to the Registration landing page
4. Click on Register for Classes 
   • Note: Undergraduate students must meet with their advisors prior to registering for a class to obtain their Alternate PIN to register for a class.
5. Using the drop-down list, select a Term that is Open for Registration and click Continue
6. Enter search criteria for the class you are trying to register
7. Click the class section tile to view more information about the class
8. The Class Detail pop out will appear having more information about the class you are trying to register
9. Review the following sections to identify any restrictions:
   • Attributes
   • Restrictions
   • Co-requisites
   • Prerequisites
10. After reviewing click Close and add the class section if there are no restrictions impacting your registration 

1. Log into BannerWeb using your username and password
2. Navigate to the Registration landing page by clicking the Register for Classes tile
3. Click on Register for Classes
4. Using the drop-down list, select a Term that is Open for Registration and click Continue
5. Click Continue to the next page to enter search criteria 
6. Enter search criteria to find courses you are looking for
7. Select the course by clicking on the course title
8. A pop-up window will open, where you can go to the Catalog section, which will display the available grade mode(s) for the course

University of Dallas' information systems is configured to limit dropping of all courses. In the event you are trying to drop a class during registration process you inadvertently registered for, you will need to add another class and then go back and drop the prior class. 

Proxy access allows properly authenticated students (current students) to set up access to designated Self-Service pages and specify what activities the proxy user can perform. A proxy can be defined as a parent or guardian.

For example, a student can decide who they want to serve as a proxy and what the proxy has access to within Self-Service. Student users may also decide to not set up any proxies. University of Dallas staff/faculty are unable to assign, activate, or modify Proxy Access for the specific student. Only the student can set up access. 

Multiple proxies can exist as long as the Student has set up the proxy. Proxy users will have view access only and cannot update student specific data. Only students are able to set up Proxy Access for defined partners or guardians.  University of Dallas staff/faculty are unable to assign, activate, or modify Proxy Access for the specific student. Only the student can set up access. 

PIN is the acronym for Personal Identification Number is a “password” made up of numbers or letters that is used to login to Proxy Access.

Yes. Proxies are identified by email address, and that address can be assigned as a proxy for multiple students. This is particularly useful in the case of siblings both attending University of Dallas.

When the student creates you as a Proxy User you will receive two separate emails. The first email will have a subject of “New Proxy Identity”. This email will state that your student has set you up with Proxy Access to the system.

The second email will have a subject of “New Proxy Confirmation”. This email will have an initial password to log into the University of Dallas Proxy Access System.

Use the URL in the “New Proxy Identity” to log in and confirm setup. Please view you Spam folder if these are not in your in box. If the emails are not in the Spam folder request that your student resent the authorization.

The student is in control of the information the designated Proxy can view. If the Proxy can no longer see information for the related student, the Proxy should contact the Student to reinstate access. University of Dallas staff/faculty are unable to assign, activate, or modify Proxy Access for the specific student. Only the student can set up access. 

No. The Proxy will not be notified is removal of proxy access or modifications of access occur.

The following steps outline how the Student can reset a proxy PIN. Only the Student can reset a proxy users PIN through University of Dallas systems. University of Dallas Staff are unable to create proxies only the Students have access to create proxies. 

Proxy access allows properly authenticated students to set up access to designated Self-Service pages and specify what activities the proxy user can perform. A proxy can be defined as a parent or guardian. For example, a student can decide who they want to serve as a proxy and what the proxy has access to within Self-Service. Student users may also decide to not set up any proxies. Multiple proxies can exist as long as the Student has set up the proxy. The following steps outline how to setup a proxy user within Self-Service. If a parent or guardian has more than one student enrolled at University of Dallas, each student must authorize the parent or guardian as a proxy to their records. The guardian must have a valid email address to have proxy access.

Note: Proxy users will have view access only and cannot update student specific data. In the event the proxy user tries to update student specific data they will be redirected to a login screen for the student to login and make those defined changes.

1. Log into BannerWeb-Student with username and password.
2. Click the Proxy Management tile
3. If this is the first time setting up a Proxy Users will be presented with a screen that states “There are no proxies available for you to view. Click Add New to add a proxy.
4. Click Add New in the top right-hand corner
5. Enter information about the Proxy User
   • First Name – First name of the proxy user
   • Last Name – Last name of the proxy user
   • E-mail Address – E-mail address of the proxy user. The defined proxy will receive an email with links to a persona URL and temporary PIN. The Proxy should follow the steps to log in and create a new PIN. In the event the Proxy PIN is lost, only the student may request a reset. Log into your Banner Student Self Service page and click the link to Rest PIN. The action will generate a PIN Reset e-mail to the Proxy
   • Verify E-Mail Address
   • Relationship – You are defining the relationship of the proxy user that is being setup. The list of pages available to the proxy is based upon the relationship type
   • Start Date – Enter the start date the proxy user can access the account
   • End Date – Enter the end date the proxy will no longer have access to the account
   • Additional Information – Enter a description of the proxy user
   • Select the appropriate authorization the proxy user will have access:
     • Financial Aid Award History
     • Financial Aid Award Package by Aid Year
     • Financial Aid Summary by Aid Year
     • Student Grades
     • Student Holds
     • Weekly Course Schedule
6. Click Submit once you have entered the information about the proxy user. Upon successfully submission the top right alert box will state “The proxy has been successfully created”
7. The defined proxy user will receive an e-mail with instructions and PIN to log in as a proxy.

At any given time a student may update and/delete a proxy user that no longer needs access to the defined self-service pages. The following steps outline how a student can delete a proxy user.

1. Log into BannerWeb-Student with username and password
2. Click the Proxy Management tile
3. Click on the Delete Proxy button
4. In the Notification Center you will be asked “Are you sure you want to delete the selected proxy?”
5. Click Cancel to cancel deleting the proxy or
6. Click Delete to delete the selected proxy
7. Once you have clicked delete the proxy will be removed

When the student creates you as a Proxy User you will receive two separate emails. The first email will have a subject of “New Proxy Identity”. This email will state that your student has set you up with Proxy Access to the system. The second email will have a subject of “New Proxy Confirmation”. This email will have an initial password to log into the University of Dallas Proxy Access System. Use the URL in the “New Proxy Identity” to log in and confirm setup.

1. Access the “New Proxy Identify” email
2. Click on the URL in the “New Proxy Identity” email
3. You will be redirected to a Reset your Security Password for Proxy Access page
   • Your email address has been verified. The next step is to save your password for proxy access. Enter your new password twice. For higher security, use a combination of uppercase letters, lowercase letters and numbers.
4. Enter your email address within the Email Address field
5. Enter your Initial Password within he Initial Password field
6. Enter your New Password within the New Password field
7. Validate you New Password by entering it within the Validate Password field
8. Click Submit
9. Use the same URL within the “New Proxy Identify” email to log in as a Proxy User
   • Use your email and newly validated password
10. Upon accessing the Proxy System, you will be requested to keep your information up to date.
    • Any fields with the asterisk that are blank will need to be updated
11. Once updated click Submit
12. You will be directed to the Proxy Access home screen
13. Using the drop-down menu, you will be able to select your student’s information. This is based upon what the student has authorized you, as a Proxy to view.
    • Please note that this is view access You as a proxy will not be able to update the student’s information.
14. After reviewing the selected information, you may log out of the system.

Once you have established a proxy identity with the same email, you can simply sign in to your account to view all students who have granted access.

Please use and/or bookmark the following link to sign in again: https://studentssb-prod.ec.udallas.edu/StudentSelfService/login/auth