Proxy Instructions for Students

Through Self Serve (SSB), students may grant authorization to individuals, such as family members or guardians, to access certain information online or to speak with specific departments regarding matters such as financial aid or student accounts. An authorized individual is referred to as a “Proxy”. Students must initiate the process of adding a Proxy to Self Serve and granting them authorization. Please carefully read the instructions below. All three sections must be completed for a Proxy to access student information.

Step 1: Establish Proxy Access.

• Log into Self Serve (selfserve.up.edu) using your University of Portland username and password.
• Select the Proxy Access tab or Main Menu Proxy Access option.
• Select Proxy Management from the Proxy Access menu.
• Select Add Proxy.
• Enter a first name, last name, and email address for the person you would like to add as a Proxy. Please do not enter your email address. The email address you enter will serve as the Proxy’s username and is where important account management information will be sent. If you’re adding more than one Proxy, please use a unique email address for each Proxy as you cannot use the same email address for two Proxy individuals.
  
  • Please note that users with a Comcast email have been experiencing difficulties using the Proxy system. While we are working on a larger solution, in the meantime we highly recommend that you use an email address from an email provider other than Comcast.
• Confirm your intent to add this person by selecting Add Proxy.
• An email has now been sent to the new Proxy inviting them to create their account. A copy of this email was also sent to your UP email account.

Step 2: Complete the Proxy Profile.

• Log into Self Serve (selfserve.up.edu) using your University of Portland username and password.
• Select the Proxy Access tab or Main Menu Proxy Access option.
• Select Proxy Management from the Proxy Access menu.
• Select the link with your Proxy’s name.
• Complete the following fields under the Profile tab:
  1. Relationship – Select “Parent or Legal Guardian.”
  2. Description – Enter a personal nickname or note describing the Proxy (dad, mom, spouse, etc.).
  3. Passphrase – Enter word(s) the Proxy must know to enable University personnel to confirm their identity and discuss FERPA protected topics over the phone or in person.
  4. Start Date – Enter which date you’d like the Proxy’s account to be activated.
  5. Stop Date – Enter which date you’d like the Proxy’s access to end. It will default to five years from the start date but can be updated at any time.
• After you establish a Passphrase for the Proxy, select E-Mail Passphrase to send an email notifying them.

Step 3: Authorize what information the Proxy can view.

• Log into Self Serve (selfserve.up.edu) using your University of Portland username and password.
• Select the Proxy Access tab or Main Menu Proxy Access option.
• Select Proxy Management from the Proxy Access menu.
• Select the link with your Proxy’s name.
• Select the Authorization.
• Select the categories of information you would like your Proxy to have access to view. You have the ability to change authorizations at any time by checking or unchecking categories. Changes are immediate.

If you would like to create additional Proxy accounts, select the Add Proxy button near the bottom of the page and repeat the steps listed above.

Questions? 503.943.7000, proxy_access@up.edu