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Delegate Access Student Authorization Delegate Set-up How It Works

Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

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Page 1: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

Delegate AccessStudent Authorization

Delegate Set-up

How It Works

Page 2: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

Student Authorization

Page 3: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

Student Profile: Delegate Access

TEST DATA

1

2

3 4

calcentral.berkeley.edu

Page 4: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

Share My Information - Getting Started

Page 5: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

Read

Page 6: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

Enter Information for Delegate

Page 7: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

Adding a Delegate

Select Access OptionsAcademic: Enrollments (grades Y/N)Finances: Financial Aid and Bill Paying

Create a Code PhraseWill be used by the Delegate when speaking with a staff member; helps to validate they are the Delegate

Delegate Name

Page 8: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

Next Steps

Read

Delegate Name

Page 9: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

ConfirmationStudent authorization is done!

Now the Delegate needs to take action within 3 days!

Start by viewing the email from CalCentral.

It’s been 3 days and my Delegate didn’t do their set-up!

No problem. Go back to the beginning. Delete the original delegation request and re-create a new one. Alert your Delegate that a new email from CalCentral is on the way.

Page 10: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

Delegate Setup

Page 11: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

Student Name

email: Delegate Instructions

Start here

Copy your Security Key and note your email address during the set-up process. They are case sensitive.

Do next step within 3 days!

Billing access takes another day

Delegate Name,

Page 12: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

Create a Delegate Login ID to use for accessing CalCentral

Delegate CalNET SetupDelegate Name

Page 13: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

Your CalNet ID Enter your new CalNET login that you just created.

Remember your CalNET ID and Passphrase for future CalCentral access.

Next Step:Link Delegate ID to Student Record

Page 14: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

FINAL step:

Paste your Security Key and enter your email address exactly as it is entered from the instruction email that you received.

Linking Delegate ID to Student Record

Page 15: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

Oski Bear

SUCCESS!You are now logged on to CalCentral!

Page 16: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

Delegate Experience - How It Works

Page 17: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

Always start at: CalCentral.berkeley.edu

Page 18: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

Oski Bear

Select on Student Name to view their record

Delegate Home Screen

Page 19: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

Oski BearTEST DATA

View Academic Info

Page 20: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

Oski BearTEST DATA

View Financial Info

Page 21: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

Oski BearTEST DATA

View Financial Details - Make a Payment

Pay online / See statement

See charges, due dates, payments

Page 22: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

View Billing Details - Account Activity

Oski BearTEST DATA

Select what you want to see

Page 23: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

Search, Select a Transaction for Details

Select to expand details

Oski BearTEST DATA

Page 24: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

What You Need to Know➤ Delegates do not have access to:

Activate the Tuition and Fee Payment Plan. This is an agreement between the university and the account holder (i.e., the student).

Authorize Electronic Funds Transfer (EFT). Any refunds or overpayments on the account are disbursed to the account holder (i.e., the student).

Upload financial aid documentation such as the Parent Contribution Form. The student may submit this form via CalCentral or the delegate may fax, mail or drop-off the form.

➤ After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online Payment and Statement system

Page 25: Delegate Set-up How It Works · 2019. 12. 20. · After linking the Delegate log-on to the student record, it takes up to 24-hours for the Delegate log-on to be active in the Online

QuestionsBilling, Financial Aid & Student Records

Cal Student CentralPhone(510) 664-9181M-F: 9 am -12 noon, 1 pm - 4 pm

In Person120 Sproul HallM-F: 9am - 4pm

Open a Case Online Studentcentral.berkeley.edu

Technical HelpCalCentral Websitecalcentral.berkeley.edu

Technical Help [email protected]

Resources