{"id":8,"date":"2016-02-08T14:09:46","date_gmt":"2016-02-08T19:09:46","guid":{"rendered":"https:\/\/www.umw.edu\/financialaid\/?page_id=8"},"modified":"2025-11-13T09:14:07","modified_gmt":"2025-11-13T14:14:07","slug":"delegated-access","status":"publish","type":"page","link":"https:\/\/www.umw.edu\/financialaid\/ferpa\/delegated-access\/","title":{"rendered":"Delegated Access for the Release of Information"},"content":{"rendered":"\n<section class=\"wp-block-umw-hero alignfull umw-custom-block umw-hero umw-hero--dark-text umw-hero--white umw-hero--with-no-media\"><div class=\"umw-hero__inner\"><div class=\"umw-hero__media\"><\/div><div class=\"umw-hero__title\"><div class=\"container\"><div class=\"umw-hero__title__wrapper\"><div class=\"umw-hero__eyebrow\">Financial aid<\/div><h1 class=\"umw-hero__title__header\">Delegated Access <\/h1><\/div><\/div><\/div><\/div>\n<div class=\"wp-block-umw-hero-ctas alignfull\"><div class=\"umw-hero__links\"><div class=\"container\"><div class=\"umw-hero__links__wrapper\">\n\n\n\n<\/div><\/div><\/div><\/div>\n<\/section>\n\n\n\n<p>Students have control over which individual(s) may have access to their academic and financial information and the length of time that the access is granted. Delegated access is limited to financial aid only (overall financial aid status, financial aid requirements, award information).&nbsp;When completing this process, students will also see the word \u201cproxy\u201d used to describe the access given to their selected individual(s).<\/p>\n\n\n\n<p>There is a different authorization process for the Office of Student Accounts (billing office) called Authorized Payer. Each Authorized Payer will receive an eBill email notification at the time bills are generated and will have access to charges and payment information.\u00a0 For more information, please visit the <a href=\"https:\/\/adminfinance.umw.edu\/studentaccounts\/eaglepay\/\">Student Accounts webpage<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-steps-to-complete-delegated-access-for-financial-aid\">Steps to complete Delegated Access for Financial Aid<\/h3>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-1-log-onto-banner-ssb-and-click-personal-information\">1. Log onto <a href=\"https:\/\/ssb-prod.ec.umw.edu\/ssomanager\/saml\/login?relayState=\/c\/auth\/SSB\">Banner SSB<\/a> and click Personal Information<\/h4>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-1.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"577\" height=\"178\" src=\"https:\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-1.jpg\" alt=\"\" class=\"wp-image-1785\" srcset=\"\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-1.jpg 577w, \/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-1-300x93.jpg 300w\" sizes=\"auto, (max-width: 577px) 100vw, 577px\" \/><\/a><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-2-once-in-personal-information-click-on-my-profile\">2. Once in Personal Information, click on My Profile<\/h4>\n\n\n\n<figure class=\"wp-block-image size-large is-resized\"><a href=\"https:\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/10\/My-Profile.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"298\" src=\"https:\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/10\/My-Profile-1024x298.png\" alt=\"\" class=\"wp-image-1829\" style=\"width:698px;height:auto\" srcset=\"\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/10\/My-Profile-1024x298.png 1024w, \/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/10\/My-Profile-300x87.png 300w, \/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/10\/My-Profile-768x224.png 768w, \/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/10\/My-Profile-1140x332.png 1140w, \/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/10\/My-Profile.png 1158w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-3-now-that-you-are-in-my-profile-click-on-proxy-management\">3. Now that you are in My Profile, click on Proxy Management<\/h4>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/10\/proxy-management.png\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"569\" src=\"https:\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/10\/proxy-management-1024x569.png\" alt=\"\" class=\"wp-image-1830\" srcset=\"\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/10\/proxy-management-1024x569.png 1024w, \/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/10\/proxy-management-300x167.png 300w, \/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/10\/proxy-management-768x427.png 768w, \/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/10\/proxy-management.png 1081w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><a href=\"https:\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-3.2.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"623\" height=\"163\" src=\"https:\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-3.2.jpg\" alt=\"\" class=\"wp-image-1788\" style=\"width:621px;height:auto\" srcset=\"\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-3.2.jpg 623w, \/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-3.2-300x78.jpg 300w\" sizes=\"auto, (max-width: 623px) 100vw, 623px\" \/><\/a><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-4-in-proxy-management-you-can-click-on-add-new-to-add-a-proxy\">4. In Proxy Management, you can click on Add New, to add a proxy.<\/h4>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-4.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"346\" height=\"210\" src=\"https:\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-4.jpg\" alt=\"\" class=\"wp-image-1789\" srcset=\"\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-4.jpg 346w, \/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-4-300x182.jpg 300w\" sizes=\"auto, (max-width: 346px) 100vw, 346px\" \/><\/a><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-5-fill-out-the-information-about-the-person-you-are-giving-delegated-access\">5. Fill out the information about the person you are giving delegated access.<\/h4>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-5.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"950\" src=\"https:\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-5-1024x950.jpg\" alt=\"\" class=\"wp-image-1790\" srcset=\"\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-5-1024x950.jpg 1024w, \/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-5-300x278.jpg 300w, \/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-5-768x712.jpg 768w, \/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-5-1140x1058.jpg 1140w, \/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-5.jpg 1272w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-6-once-you-are-done-filling-out-the-proxy-information-make-sure-to-check-the-boxes-under-authorizations-without-the-boxes-checked-we-will-not-be-able-to-speak-to-the-proxy-about-the-students-account\">6. Once you are done filling out the proxy information, make sure to check the boxes under &#8220;Authorizations.&#8221; Without the boxes checked, we will not be able to speak to the Proxy about the students account. <\/h4>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-5.2.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"438\" height=\"386\" src=\"https:\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-5.2.jpg\" alt=\"\" class=\"wp-image-1791\" srcset=\"\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-5.2.jpg 438w, \/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-5.2-300x264.jpg 300w\" sizes=\"auto, (max-width: 438px) 100vw, 438px\" \/><\/a><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-7-once-done-click-the-submit-button\">7. Once done, click the submit button.<\/h4>\n\n\n\n<figure class=\"wp-block-image size-full\"><a href=\"https:\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-7.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"179\" height=\"35\" src=\"https:\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-7.jpg\" alt=\"\" class=\"wp-image-1792\" \/><\/a><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-8-students-will-view-the-following-once-the-process-is-complete\">8. Students will view the following once the process is complete<\/h4>\n\n\n\n<figure class=\"wp-block-image size-large\"><a href=\"https:\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-10-forreal.jpg\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"237\" src=\"https:\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-10-forreal-1024x237.jpg\" alt=\"\" class=\"wp-image-1793\" srcset=\"\/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-10-forreal-1024x237.jpg 1024w, \/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-10-forreal-300x69.jpg 300w, \/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-10-forreal-768x178.jpg 768w, \/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-10-forreal-1536x355.jpg 1536w, \/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-10-forreal-1140x264.jpg 1140w, \/\/www.umw.edu\/financialaid\/wp-content\/uploads\/sites\/31\/2024\/09\/Step-10-forreal.jpg 1916w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/a><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-9-the-person-for-whom-you-are-providing-access-will-get-three-emails\">9. The person for whom you are providing access will get three emails:<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>New Proxy Identity:\n<ul class=\"wp-block-list\">\n<li>Email letting proxy know they have been added to students account.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>New Proxy Confirmation:\n<ul class=\"wp-block-list\">\n<li>Your initial password will be in this email.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>Proxy Access Request &#8211; READ THIS SECOND (See below)<\/li>\n<\/ol>\n\n\n\n<p>To: Mother Proxy <a href=\"mailto:(proxy@umw.edu\">(proxy@umw.edu<\/a> )<\/p>\n\n\n\n<p>Kid Student has tagged <a href=\"mailto:proxy@umw.edu\">proxy@umw.edu<\/a> as a personal proxy in UMW&#8217;s Banner Web Delegated Access system.<\/p>\n\n\n\n<p>The Delegated Access pages are available using UMW&#8217;s Banner Web or through a proxy access login at the following URL:<\/p>\n\n\n\n<p><a href=\"https:\/\/studentssb-prod.ec.umw.edu\/StudentSelfService\/login\/auth\">https:\/\/studentssb-prod.ec.umw.edu\/StudentSelfService\/login\/auth<\/a><\/p>\n\n\n\n<p>Hopefully you have already established your credentials and confirmed that your profile data is up to date. The next step is for Kid Student to authorize pages for your use. Contact Kid Student at <a href=\"mailto:kidstudent@umw.edu\">kidstudent@umw.edu<\/a> and ask them to set your authorizations.<\/p>\n\n\n\n<p>If you feel you have received this message in error, please forward to the Office of the Registrar, <a href=\"mailto:registrar@umw.edu\">registrar@umw.edu<\/a><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\" \/>\n","protected":false},"excerpt":{"rendered":"<p>Students have control over which individual(s) may have access to their academic and financial information and the length of time that the access is granted. Delegated access is limited to financial aid only (overall financial aid status, financial aid requirements, award information).&nbsp;When completing this process, students will also see the word \u201cproxy\u201d used to describe [&hellip;]<\/p>\n","protected":false},"author":8,"featured_media":0,"parent":7,"menu_order":100,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"umw_cb_additional_links":[[]],"_genesis_hide_title":false,"_genesis_hide_breadcrumbs":false,"_genesis_hide_singular_image":false,"_genesis_hide_footer_widgets":false,"_genesis_custom_body_class":"","_genesis_custom_post_class":"","_genesis_layout":"","jetpack_post_was_ever_published":false,"_advisory_expires_time":"","_advisory_meta_include":false,"footnotes":"","_links_to":"","_links_to_target":""},"class_list":{"0":"post-8","1":"page","2":"type-page","3":"status-publish","5":"entry"},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.3 (Yoast SEO v27.3) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Delegated Access for the Release of Information &#187; 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