SUNY ESF
Bursar

Login to the Student Profile Page and select the Additional link for "Action Items and Personal Information" which will get you to a PROXY MANAGEMENT option. Once selected, it should show a listing of prior identified proxies.  

You can either edit a previously entered proxy, or click Add New to add a new proxy.

Click Add New to add a new proxy. Enter the proxy's name, email and relationship to student.

Once the relationship is defined, enter the date range you want the proxy to be activate. Additional information and passphrase can be ignored, however, if you want to require the proxy to use a passphrase in certain calling situations, you can enter a passphrase and description of when it should be used.

Check the pages you want to authorize and SUBMIT the proxy, In general, if a proxy authorization is present for anything pertaining to a specific office, that office will also answer questions from the proxy. 

For example, Account Summary is authorized, the proxy will have access to the Account Summary page and the Bursar’s office will also answer questions from the proxy related to the student’s account. Since Student Holds can cover multiple departments, some students might want to also use the Additional Information discussed on the prior page.

Once submitted, the new proxy should get 3 emails which should give details about completing the proxy setup. The subjects of those emails are below.

PROXY IDENTITY - gives the proxy user a temporary link for completing the proxy setup.

PROXY CONFIRMATION - gives the proxy user a temporary password to be used with the
temporary link.

PROXY RELATIONSHIP - gives the proxy user a permanent link to use for proxy access once
setup is complete.

If the proxy was previously setup, you may only get a list of updated authorizations.

NOTE: The Account Summary will show the proxy billed amounts, however, to make payments the student must also set up the Proxy as a payer in CashNET/Transact. Once that is done, there is a link on the Account Summary page (called ESF Payment Portal) that can be used to send the Proxy to CashNET/Transact for them to login using those credentials and make a payment, if desired.