View source for Banner Web Proxy


=Banner Web Proxy for Students=
The Banner Web Proxy (formerly known as PRESTO Proxy) system allows students to grant access for others to see Financial Aid, Registration and Schedule, Student Accounts, and Student Records information. You have the ability to grant or restrict access to any or all of this information at any time.

==How do I add someone to Banner Web Proxy?==
#Go to OberView ([https://oberview.oberlin.edu https://oberview.oberlin.edu]).
#Search for ''Set Up Parent/Guest Access to My Student Records'' and click on that task.
#Click on the PRESTO Proxy link in the Main Menu
#Click on Proxy Management
#Click Add Proxy
#Enter the first name, last name, and email address of the proxy, then click the Add Proxy button
#Now you will see them in the Proxy List, click on their name
#Before your parent can use Banner Web Proxy, you need to specify their relationship. From the Relationship drop down menu, choose Family Member or Legal Guardian
#At this time, you may also set a specific date range for their access, otherwise it will default to 9,999 days.
#Next click the Authorizations tab, next to the Profile tab. On this page, you can choose what your proxy can see. There are four choices, Financial Aid, Registration and Schedule, Student Accounts, and Student Records. You may choose any combination of these four privileges.
#*The Proxy does not receive notifications of the changes you make to their access unless you terminate their access completely. Any change you make to their ability to see Financial Aid, Registration and Schedule, Student Accounts, and Student Records will be apparent only when they log in
#The History tab shows a record of the authorizations you’ve made for the proxy. It will show if and when you add or remove the ability to see any of the four pages. It will also show the details of a Proxy's access and the information that has been viewed.
#The Communication tab shows a record of all email communications sent to the proxy
#You do not need to save your changes, they are automatically saved

==How do I remove someone as a Proxy?==
#Go to OberView ([https://oberview.oberlin.edu https://oberview.oberlin.edu]).
#Search for ''Set Up Parent/Guest Access to My Student Records'' and click on that task.
#Click on Proxy Management
#Click the person’s name in the Proxy List
#In the Profile tab, there is a link near the bottom labeled Delete Proxy Relationship, click it
#A window will pop up asking you “Are you sure you want to delete this Proxy relationship?”  Click OK

=Banner Web Proxy for Parents/Legal Guardians=
Your student needs to grant you access to Banner Web Proxy before you can log in.  Complete instructions for students are located above.

==Logging In for the First Time==
#The Banner Web Proxy system allows students to grant access for others to see Financial Aid, Registration and Schedule, Student Accounts, and Student Records information. Your student has the ability to grant or restrict access to any or all of this information at any time.
#When your student adds you as a Proxy, you will receive two emails. The first will be an email with basic information about the service, and the second will provide you a link to the Proxy login page, Action Password, and Old PIN.
#Click on the link in the Invitation email. If the link does not work, copy and paste the link into a web browser. 
#It will ask you to enter the Action Password included in the email, then click Submit.
#At the next screen, you will be asked to create a PIN. The PIN can be between 6 and 15 characters, you may use both letters and numbers. You’ll use this each time you log into Banner. 
#You will need to enter your email address and your Old PIN from the Invitation email, then create the New PIN and click Save.
#If you see a screen like the one shown below, your student has not correctly added you to the system. They need to follow the instructions located [https://citwiki.oberlin.edu/index.php/PRESTO_Proxy#How_do_I_add_someone_to_Banner_Web_Proxy.3F here], namely, step 8, where they specify their relationship with you before you can go any further.
#:[[Image:PRESTO_Proxy_3.png]]
#If you see a screen like the one shown below, you and your student have properly completed setup.
#:[[Image:PRESTO_Proxy_2.png]]

==How do I pay a bill?==
#When you log into [https://presto15.cc.oberlin.edu:8074/pls_live/bwgkprxy.P_ProxyLogin Banner], you will see two tabs, one labeled Profile and one labeled with your student’s name. Click on the tab with your student’s name.
#Under the heading Student Accounts for ''Student Name'', choose Statement and Payment History.
#A new window will open with a summary of statement and payment history. Midway down the page, you can use the drop down menu to select the statement bill date that you would like to see.
#*[[Image:PRESTO_Proxy_1.png]]
#Once you have chosen the proper date, click the blue text View Statement.
#In the window that opens, you will see the billing invoice statement for the month you have selected. (If you need help understanding the invoice, instructions are available [http://new.oberlin.edu/dotAsset/98b605c6-e69c-473c-ae80-4ccbc3988a2a.pdf here]).
#Keep this window open, or make a note of the amount that you intend to pay because the payment screen does not automatically fill in the amount due.
#When you are ready to make a payment, go to the Statement and Payment History window. In the lower half of the page you will see several links. The last link to the right is Make a payment, click it.
#You will be taken to the student accounts Payment Options page. If you would like to pay online, click the link in red text mid-page: Pay online now. Note: Those paying by international wire transfer will need to use the link further down the page, oberlin.peertransfer.com.
#On the new page you will need to fill in the student’s information including their social security number as well as the dollar amount to be applied to the bill. Click the Add button next to the amount and then click Continue.
#At the next screen you will choose to pay by credit card or bank account. Fill in the relevant information and click Process Payment.
#You will see a confirmation screen

=FAQs=
==It's not working!==
===I can't get to Banner===
#Have you tried accessing Banner from another location? Many workplaces block internet traffic over the port used by Banner, port 8074. This is especially true of government offices. 
#Banner is down for updates from 4 A.M. to 6 A.M. (EST) daily. You will be unable to access the site during this time.
===I'm logged in, but I can't seem to do anything===
In order to use the Banner Web Proxy system, your student has to complete the setup steps above. Most likely, your student has not specified their relationship to you or they have not granted you access to view any information.

===I was told I would get an email and I never received it===
Check your spam or junk mail folders. If the email is not there:
#Go to [https://presto15.cc.oberlin.edu:8074/pls_live/bwgkprxy.P_ProxyLogin this page] and click on the black PRESTO Proxy login button
#Enter your email address and click the Forgot PIN button
#An email will be sent to that address with a unique link to Banner Web Proxy, a temporary Action Password and Old PIN, you will use those to reset your PIN

===I forgot my PIN===
#Go to [http://presto.oberlin.edu this page] and click the black PRESTO Proxy Login button
#Enter your email address and click the Forgot PIN button
#An email will be sent to that address with a unique link to PRESTO Proxy, a temporary Action Password, and Old PIN, you will use those to reset your PIN

===The EXIT link at the top doesn't seem to be working===
As a Proxy, you have view only access to the system. You have to first click on your Profile, then the EXIT button will work. Alternatively, you can close your browser.

==What else is available through Banner Web Proxy?==
The Banner Web Proxy system allows students to grant access for others to see Financial Aid, Registration and Schedule, Student Accounts, and Student Records information. As a Proxy, you could see class schedules, grades, and financial aid information.  Your student has the ability to grant or restrict access to any or all of this information at any time.

==I have more than one student at Oberlin. How does that affect Banner Web Proxy?==
You can use the same Proxy account for all students enrolled at Oberlin. Each student must grant access to you as a Proxy. Each student also has the ability to allow or restrict the information you see independent of the permissions their siblings have set.

==Can two (or more) people use the same Proxy account?==
Yes, but we don't encourage it. We would prefer that each person who needs access, have their own account. We realize that this is not always feasible and so we recommend that the student puts both (or all) first names in the first name field when setting up the Proxy account. That way, if there is an issue where the Proxies have to contact a campus office, we can see that the student has authorized them see the information in the system.

==I used to see more information about my student, what happened?==
Your student has restricted your access to that information. Your student has the ability to grant or restrict access to any or all of the information about Financial Aid, Registration and Schedule, Student Accounts, and Student Records at any time.

==As a Proxy, how do I change my email address?==
On the Banner Web Proxy Access profile page, update the email address and click save. The system will then send two email messages. The first email is sent to the old email address to indicate that a request for a change from this address has occurred. The second email is sent to the new email address indicating that a change to this address was initiated. The second email contains a unique link which the proxy should click to confirm the change is correct.

==I have a different question==
'''If your question wasn't answered here, please contact one of the following offices for assistance:'''

*For help with connectivity and login issues, please contact the Help Desk at cit@oberlin.edu or 440-775-8197
*For questions about financial aid, please contact The Office of Financial Aid at financial.aid@oberlin.edu or 1-800-693-3173
*For questions about student records and grades, please contact The Office of the Registrar at registrar@oberlin.edu or 440-775-8450
*For questions about payments, statements, and student charges, please contact The Office of Student Accounts at student.accounts@oberlin.edu or 440-775-8457