Get Banner General / Proxy Access Handbook / 8.5.1 - Banner Start Page - Bannersv04 Colgate

This guide provides a comprehensive overview of how to fill out the Banner General / Proxy Access Handbook effectively. It aims to assist users in navigating the form and understanding its components to manage proxy access for Self-Service Banner pages.

Follow the steps to successfully fill out the form.

1. Use the ‘Get Form’ button to initiate the process and obtain the form in your preferred format.
2. Begin by reviewing the overview section, which outlines the purpose of Proxy Access, ensuring you understand the different types of proxies and what data can be shared.
3. Fill in your personal information as a Banner person who will establish the proxy relationship. This includes your first name, last name, and email address.
4. Specify the proxy's details by providing their first name, last name, and email address. Ensure that the email address is unique and not already in use.
5. Authorize the specific pages that your proxy can access. Carefully select the inquiry pages you wish to grant access to, avoiding update pages due to security concerns.
6. Review your selections for accuracy. Confirm that all necessary fields are filled and all permissions are correctly set for the specified proxy.
7. To finalize the process, submit the form. After submission, you will have the option to save changes, download, print, or share the completed form.

Complete your documents online today to ensure efficient management of your proxy access.