Access to Banner includes granting permission to forms in Internet Native Banner (INB) to view and/or edit data or granting permission to link to Banner tables for reporting from Banner. Below are the instructions for requesting each.
The employee's supervisor determines the forms needed to perform the job. The supervisor also determines if the employee should have view only access (query) or have data entry (maintenance) access to the forms. (The employee is granted access to User Classes, each of which include forms related to a specific function)
Access is requested by submitting a ticket to Lehigh.edu/help. Select Enterprise Systems, then select Banner access/training for your request. Describe the Banner access needed or request access be the same as (Name/userID) who already has the access needed.
When approval is granted, Banner navigation and searching training will be scheduled. The Banner password will be provided at the training. If not previously completed, FERPA training will also need to be completed.
Some employees also need access to run reports from Banner by linking to Banner tables and/or views. Similar to user classes, Banner reporting roles include the tables needed for reporting from a functional area. Follow the procedure above to request reporting access (tables or reporting roles) for an individual.
A Microsoft Access database was designed to provide user-friendly access to Banner Finance and related reports and financial data. This database is maintained by Bob Siegfried, Director of Finance and Administration Systems, and is available to all Banner Financial Managers and their designees. To request access, simply send an email request to firstname.lastname@example.org.
Access to Banner Finance is required to use this database. A Banner Access Request Form is available at http://financeadmin.lehigh.edu/sites/financeadmin.lehigh.edu/files/offic...
Once access has been approved, the database may be copied from the directory J:\banner\DesktopFinance. A user manual is also available at that location. The database naming convention is “Desktop_Finance_dmrt_mmddyy.mdb” where mmddyy indicates the date of revision. The database is updated periodically and users are notified by email when enhancements are made.
Anyone given access to the Desktop Finance Reporting Database, will also be given access to the Finance reports in the reporting tool Argos.
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