Assign Self-Service Access to Students in Batch

Purpose: Use this document as a reference on how to batch-assign self-service access to students their financial aid consumer information in Student Center in ctcLink.

Audience: Financial Aid Staff responsible for delivering Consumer Information.

You must have at least one of these local college managed security roles:

  • ZD FA Award Self Service
  • ZZ FA Award Self Service

If you need assistance with the above security roles, please contact your local college supervisor or IT Admin to request role access.

Assign Self-Service Access to Students in Batch

Navigation:  Financial Aid > Awards > Self-Service Awarding > Assign Self Service Access

  1. The Assign Self-Service Access Search Criteria page displays.
  2. If you have run this process or report in the past, select the Find an Existing Value tab to enter an existing Run Control ID and select the Search button. If this is the first time running this process or report, select the Add a New Value tab to create a new Run Control ID and select the Add button.

NOTE: It is important to note that Run Control IDs cannot be deleted. Do not include spaces in your Run Control. We encourage the Run Control ID to have the same process naming convention but unique to the step; because of this, including your institution code and a short process description in the Run Control ID is recommended--e.g., WA220_ADM_FYR_5 (Admissions Letter, Summer, FYR Admit Type).

  1. The Self-Service Security page displays.
Self-service Security page
  1. In the Parameters group box, in the *Award Access row, select Allow Access from the drop-down list.
  2. Enter your Institution.
  3. Enter your Aid Year - if you have set up User Defaults, these fields should already be populated.
  4. Ensure the All IDs radio button is selected.
  5. Set the *Inquiry Access row to Yes in the drop-down list.
  6. Set the EA Access row to No in the drop-down list.

Disclaimer -- ALWAYS set the EA Access row to No.  If you do not set EA Access to No, you are granting access to students to upload their own awards through the External Award functionality.

  1. Select the Run button, or select Save if part of a JobSet.  
  2. The Process Scheduler Request page displays.
  3. Ensure the FA Self-Service Access check box is selected.
  4. Select the OK button.  
  5. Please refer to the Process Schedule Request steps for further instructions.

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

View Tutorial Via Panopto

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