Student Accounts: Student Records
Proxy user accounts are created within Self Serve under the Proxy Access tab. Students have the option of sharing information such as student account invoices, tax information, payment options, financial aid award and summary information, unofficial transcripts, class schedules, and contact information with designated Proxy(s). Students have complete control over who has access, what information the proxy user has access to, and the length of time the proxy has access. Proxy access can be granted to anyone with a valid email address.
Establishing a Proxy user account is completed in three steps:
· Establish Proxy access
· Complete the Proxy profile
· Authorize the information for Proxy view
Complete instructions for both students and parents describing how to establish accounts and authorizations are available at http://up.edu/parents .
Please be aware that in order for Proxy(s) to have conversations with UP personnel concerning FERPA protected information a Passphrase must be established for each Proxy. The Passphrase enables university personnel to confirm the identity of the Proxy for verbal conversations. A Passphrase is needed even if a student has previously completed the PilotsUP Student Records Release form. The Passphrase option can be found on the Self Serve account by selecting the Proxy Access tab and then the Profile tab. There is currently no set format for the Passphrase, so students can use whatever will be easy for them and their Proxy to remember, but the Proxy must know the Passphrase outright in order to discuss student information. The Proxy will not be prompted with a question as with the previous Student Records Release process. This makes it especially important to select E-Mail Passphrase when creating the Passphrase to notify the Proxy of his or her Passphrase.