Center for Information Technology

Banner Web Proxy Setup Guide

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.

Student Setup Instructions

Students have three steps to give access to a designated Proxy: add Proxy email address, set up Proxy relationship, and authorize pages for Proxy access. Until the student completes these three steps, a Proxy will not be able to access their records.

Visit the CIT Tech Support Portal to learn how to set up Banner access for your designated Proxy.

Proxy Setup Instructions

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. Ensure you have both emails before proceeding.

  1. Click on the link in the Invitation email. If the link does not work, copy and paste the link into a web browser.
  2. Enter the Action Password included in the email, then click Submit.
  3. 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.
  4. Enter the email address. Enter the Action Password as your Old PIN. Create the New PIN and click Save.
  5. If you do you not see a tab labelled with your student’s name, your student has not correctly added you to the system. They need to follow the instructions specifying their relationship with you before you can go any further.

Ongoing Access

Go to OberView. Search for ‘‘proxy’’ and look for the Parent/Guest Access to Student Records task.

Enter the email address that was registered by your student and the PIN you established.

Banner Web Proxy Frequently Asked Questions

Go to OberView . Search for ‘‘proxy’’ and look for the Parent/Guest Access to Student Records task. Enter the email address that was registered by your student and the PIN you established.

Keep in mind that your student must grant you permission and can revoke that permission at any time. The may or may not give you access to any combination of the following: Student Accounts Information, Financial Aid Information, and Grade/Transcript Information.

Check your spam email folder. If the email is not there, ask your student to resend it to you. 

Yes. Ensure that your student has authorized you to see Student Accounts pages.

PIN is the acronym for Personal Identification Number and is a “password” made up of numbers or letters that is used to login to Proxy Access.

Proxy Reset

Go to OberView . Search for “proxy” and look for the Parent/Guest Access to Student Records task.

Enter the email address used to establish your account and click on the Forgot PIN button. An email will be sent to your email address with a unique link and temporary password. You will use this temporary password as the “Old PIN” in the PIN reset process.

No. College staff and the CIT Help Desk cannot send the PIN. Follow the instructions above to reset it or ask your student to log into Banner Web Proxy and click Reset PIN link.

Yes. Proxies are identified by email address, and that address can be assigned as a proxy for multiple students. This is particularly useful in the case of siblings both attending Oberlin College.

For each student that has identified a person as a Proxy, there will be a tab with each student's name. When you select a name, you will see the listing of the items that that student has authorized you to see.  

The student has complete control over what information can be viewed by each user.  If the student's name does not appear, they have not granted access to the account information. The parent should contact the student with questions regarding access.

No. However, if parents share an email address and a student wishes to grant proxy access to both using that address, the student can do so. If this is how the student wishes to set it up, we ask that when completing the first name field, the student enters both first names (example: Mary and David).

In the relationship description field, enter “parents” or “mom and dad” so that it is clear to any administrator reviewing the permissions that this email address is for multiple persons.

The lock is displayed until the student clicks on the Proxy's name and selects a relationship. The functionality on the Authorization web page, where you select the items that you want your proxy to see, saves your selection immediately upon each click.

There is no Save button.

To view activity, a student should select the ‘‘History’’ tab to see the most recent actions made including authorizations.

Yes. Each student who grants proxy access to an email address has complete control over the access for their account, including start and stop dates.

The student is in control of the information that a designated Proxy can view. If the proxy can no longer see information, the proxy should contact the student.

Go to OberView . Search for ‘‘proxy’’ and look for the Parent/Guest Access to Student Records task.

On the profile page, update the email address and click Save. The system will send an email message to the new address. Click on the the unique link email to confirm the change is correct.

An informational email will also be sent to the old email address to indicate that a request for a change from this address has occurred.

Click on the Profile tab to use the Exit link or close the browser to exit.

Some employers’ firewall settings block the ports that our website uses. Try accessing Banner Web Proxy from home instead.

For help with connectivity and login issues, please contact the Help Desk at support@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 .