Proxy Access is when a student grants a proxy (parent or otherwise) access to see the specific details of their account.
Access is controlled wholly by the student but we can walk the student through setting this up.
Proxy Access on Oneport allows the Proxy to see Account Summary by Term, Financial Aid Status, Financial Aid History, Unofficial Academic Transcript, Printable Student Schedule, and Tax Notifications. Proxy Access on Oneport does not provide the means to pay the student's account. That is done through the ePayment portal. This will also be covered.
To grant access, once logged into Oneport, the user should click Self Service Banner.
Once that is open, click on "Proxy Access" and then "Proxy Management"
Click "Add Proxy" to add the proxy.
It will ask for a few details and the email address of the proxy. Once filled out, click add proxy.
Once this is done, the proxy should be created above the Add Proxy button. Clicking the down arrow will expand the details. The "Passphrase" is used by the parent whenever they need to discuss the account with the Registrar.
The authorization tab is used to grant the proxy specific access.
Once this access is granted, the proxy will access through the "Proxy Access" button on the Oneport Sign-in screen.
They should put their email address in the "Email address" field and click "Forgot PIN". This will autogenerate an email to allow them to set their own password.
Once the password is set, they should be able to log in and see the information their student has granted them.
Once logged into Oneport, the user should expand Financial Aid and Payments, then click ePayment.
This will bring up the ePayment portal. To establish an authorized user, click "Authorized User".
Then click "Add Authorized User".
Fill out the data, click continue and accept the terms and conditions.
Note: This process only requires the email address of the authorized user. Additionally, doing this will not necessarily generate a notification email to the entered email address.
This will authorize the proxy to log in as an authorized user. They will now need to change their password at the Authorized User Login. To get to the authorized user login, go to: https://studentaccounts.unca.edu/authorized-user-instructions and click "Authorized Users Login Page"
Once there, the proxy needs to enter their email address, and click forgot password. The site will send the proxy an email with a temporary password and they will then be able to log in and create a new password.