Requesting Access to Banner (for Advisors)
- Requesting Access to Banner
- Recommended Security Groups for Advisors
- View the Status of a Banner Access Request
- View Your Banner Access
Requesting Access to Banner
Follow the steps below to submit a request to access Student information via the Banner Access Request application. Please note that if you need access to other areas of Banner (ex: Accounts Receivable, Admissions) you will need to submit multiple access requests - one for each Banner module. The steps below show how to request access to the Student module.
If you experience technical issues with the online request application, please contact the IT Helpdesk (helpdesk@okstate.edu or 405-744-HELP).
- Log in to the Banner Access Request application: https://apps.okstate.edu/access_request/
- Click the blue Create Access Request button:
- Select OSU Stillwater/Tulsa as the campus, then click Next:
- Select STUDENT as the Banner module, then click Next:
- Search for yourself or the person for whom you are requesting access (by name or email address, etc.), then click Next.
- Confirm the person on the following screen by clicking the radio button next to their name, and click Next.
- Banner should automatically look up the department head. Confirm that the proper department head who will need to approve this request is the one listed, and click Continue.
- Select the Banner Security Group(s) desired by checking the boxes to the left of the Security Group description. See Recommended Security Groups for Advisors.
- After checking the boxes for the desired security groups, you have the option to add a comment (for the approvers), then click Next.
- On the next screen (selecting business profiles), select “OSU Hold FGAC Advising” if you will be a primary academic advisor who needs to release advising holds. Click Next, then click Submit on the summary page that follows.
Once these steps are complete, the access request will move through the workflow described below:
- The person for whom the request was made must log in to the system and agree to the Banner access confidentiality statement (if this is their first Banner access request).
- The Department Head will also receive an email prompting them to login to the system and approve the request. Department Heads can also login to the system and click the Pending Department Head Action link (under the Approver menu) to view and approve pending requests.
- The data owners of the different security groups must review & approve the request.
- Finally, the request must be processed by IT. After all approvals have been obtained and IT has set up the new access, the requestor will receive an email from the IT Helpdesk indicating that the request has been completed.
You can view the status of any access request by clicking on the "View Access Requests" link in the upper left of the home page and searching for the user for which access was requested.
Recommended Security Groups for Advisors
The table below summarizes the security groups in the Banner Student module recommended for most academic advisors. If you are also an instructor of record or have responsibilities to assist academic Department Heads or Deans, you may also want to view our recommended security groups for faculty and/or department heads for additional security groups.
| Group Name | Group Description |
|---|---|
|
Academic Advisor Query |
View access to general student academic information, including grades, and contact information. |
|
Hold Processing |
ONLY for Primary Academic Advisors Provides the ability to add/remove advisor registration holds. This group also requires the “OSU Hold FGAC Advising” business profile to work properly. |
|
Proxy Query Group for Student |
View access to the GPAPRXY form in INB, which displays details of a student’s authorized proxy users and the information the student has authorized each proxy to access. For more information on proxy access, visit Understanding Proxy Access (for Advisors) | Oklahoma State University (okstate.edu) |
Primary academic advisors who need to release advisor registration holds will also need to request the “OSU Hold FGAC Advising” business profile.
View the Status of a Banner Access Request
To check on the status of any Banner Access Request, use the View Access Requests link near the top-left of the home page in the Banner Access Request system.
- Search for the person whose access request you want to view (by name or email address, etc.), then click Next.
- Confirm the person on the following screen by clicking the radio button next to their name, and click Submit.
- You can then view all pending and/or approved Banner Access Requests for that person.
View Your Banner Access
To view a comprehensive list of all current/approved Banner access for yourself or another employee, use the “Banner User” link in the left-side menu in the Banner Access Request System.
- Search for the person whose access request you want to view (by name or email address, etc.), then click Next.
- Confirm the person on the following screen by clicking the radio button next to their name, then click Next.
- Once you’re on that employee’s Banner User Information page, scroll down past the General Information section and Security Review Information to see all current/approved security groups and business profiles for that employee.
