Mason Administrative Systems
Procedure for Requesting, Changing, or Removing Access to Banner Products

Requesting or Changing Access to Banner Products

  1. The individual works with the Departmental Banner Liaison to complete the Banner Administrative Systems Account Request Form (pdf format), including the Confidentiality Statement. This form may be used to request initial access or change current access.

    For existing Finance Self Service and e~Print access members, please use our abbreviated Finance Self Service and e~Print Account Modification Request Form (in MS Word format) to request changes to your access level.

  2. The Departmental Banner Liaison adds (or deletes) the appropriate job function/security classes for the individual from the Directory of Job Function/Security Class and/or index as needed. Access not covered by existing classes should be described in the Notes/Special Instructions section of the second page of the Banner Administrative Systems Account Request Form. The Departmental Banner Liaison signs the form.

  3. The supervisor reviews the form to ensure that the access requested is appropriate for the employee. Supervisors must review classes and mark for deletion any unneeded classes or indices. The supervisor's signature is required.

  4. The Departmental Banner Liaison forwards the completed form to the Banner Security Officer (BSO) who grants access.

  5. If approval from more than one BSO is required, the BSO will forward the form to the next BSO, and so on, until all approvals have been received and accesses granted.

  6. The last BSO adds the general access class and retains the original form with all signatures.

  7. The BSO notifies the user and user's supervisor, via e-mail, that access has been granted.

Procedure to Remove an Individual's Access

  1. The employee's supervisor informs the Departmental Banner Liaison by e-mail that an employee's access must be removed.

  2. The Departmental Banner Liaison forwards the message to the appropriate BSO(s).

  3. The BSO removes the employee's access, then forwards to other BSOs, if necessary, to remove accesses indicated. The final BSO sends an e-mail to the Departmental Banner Liaison and the employee's supervisor when the employee's access has been deleted.

  4. The BSOs should retain copies of all e-mail correspondence related to the removal of access.

NOTE: The university is committed to the confidentiality of records, and thus has the goal of providing the minimum ongoing access to data required for significant work activities. Occasional duties which require data should be handled through a temporary access request.

 
 
Updated: June 20, 2019
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