Requests for Banner Finance Security access are made through Self-Service Banner. Access to Banner systems is restricted to those employees requiring access in order to enable them to fulfill their job responsibilities. All requests for access must be approved by the appropriate Supervisor (Manager, Department Head, Faculty member or Principal Investigator (Grants).
To Request Access:
- Log in to Self-Service Banner.
- Go to the Main Menu and select Banner Access Request Menu.
- Select Request a Security Change.
- The Request a Security Change Form will appear. Select who the request is for.
- Depending on who the request is for, you will search for the immediate supervisor, who the change is requested for, or both. Select Search.
- Select Employees, enter the person's last name in the 'Last Name:' field, select Search.
- The name will populate. Select the Click to use icon.
- The person's information will be added to the form. Check the box for Finance. Note: Finance is the only functional area you can access on this form.
- Under the 'Finance Access type" section, check the boxes for both Banner Admin Pages and Self-Service Banner.
- Under 'Finance Request Details', enter details about the specific information you need access to.
- Enter all the Funds and Organizations being request in the appropriate text boxes.
- In the Comments or Questions section, enter comments, security questions, or other request details.
- Select Submit.
Once the form is submitted, you will receive a reference number and emails will be sent to the appropriate users for approval. Please allow at least a week before you receive access as subsequent manual steps are needed. A member of the Finance Security Team will notify the requestor if further information is needed or when the set-up is completed.
There is a training video on how to fill out this form called How to Request a Security Change. To access it go to the Main Menu in Self-Service Banner, select Banner Access Request Menu, and then select How to Request a Security Change. (CHROME must be used to view this video.)