Authorizing a Parent Proxy

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CaneLink provides the option to grant your parent(s) or other individuals, known as delegates or proxies, access to your information. We recommend that your grant access to anyone who manages your tuition payments. Students control what's shared and can make changes anytime.

Student Guide for Providing Proxy Access to Student Record Information in CaneLink:

A Step-by-Step Guide

You control your information.

The process of creating and maintaining a proxy account is controlled by you. You must grant approval for all proxies and you can select which services proxies may access on your behalf. In order for this to happen, you must log in to the Student Center and navigate to your Student Center.

Once inside your Student Center, click on the ‘Share My Information’ tab located on the right-hand side of the page.

You will then navigate to the Share My Information summary page. This page will identify individuals to whom you have provided access to your student information. You will use this page to provide access to new proxies. You are also able to modify and delete existing proxy access.

Note: Completing the “Terms and Conditions” is required prior to providing access to your student record information to your proxy.

After accepting the terms and conditions relating to the Federal Family Education Rights and Privacy Act (FERPA), you will be able to complete the information required and select which transactions your proxy can access. You have the ability to select one, some, or all of the sharable information under ‘Transaction Name’.

When the ‘Save’ button is clicked, you will be notified that an email will be sent to your proxy affirming that access has been granted.

After clicking the ‘OK’ button, a confirmation is posted indicating that the process was successful.

At this point in the process, you will be able to see the status of your actions on your Share My Information summary page. Notice that the status of the transaction is “submitted” and the Contact Status for the proxy is “unknown.” This will change once the proxy has completed and submitted all of the required information.

Visual steps for the student to follow to set up Proxy Access can be found in our PDF version of the Proxy Guide. Accessing this PDF guide via desktop is optimal.
 

Proxy Guide to Accessing Student Record Information in CaneLink:

A Step-by-Step Guide for Proxies

It’s all about the student.

For new proxies, the process for creating and maintaining a proxy account in CaneLink is controlled by the student. Once they grant access, the process for the Proxy is simple and straightforward. Students navigate to the Student Center and click on the “Share My Information” to register a proxy for their student record. Proxies will be notified of this access to the Proxy Homepage through an email sent to an address provided by the student during the registration process. The email will outline what types of student records information the Proxy has been granted which could consist of:

  1. UM Financial Aid Information
  2. UM Billing and Payments Information
  3. UM Grade and Transcript Information
  4. UM Health Insurance Information

When you receive this email you will be provided with instructions to complete the process. These will include directions for accessing the CaneLink system and the terms and conditions you must follow when accessing someone else’s information. (If you are expecting receipt of this email and don’t see it, check your “Junk E-mail.”)

Sample proxy confirmation email:

Maria Ibis, you have been granted access to Sebastian Ibis's University of Miami education records. You will be able to view or take action on the following transactions on Sebastian Ibis's behalf: -UM Billing and Online Payments-UM Financial Aid Information-UM Grade/Transcript Information-UM Health Insurance Information Instructions:
  1. Click here to access CaneLink. You will be asked to sign in using your existing CaneID and password. If you do not already have a CaneID, you will be able to create one.
  2. After signing in to CaneLink, you will be required to accept or decline the "Terms and Conditions for accessing education records that belong to a student at the University of Miami".
  3. You will also be required to enter the following two pieces of information:
                      a. The Security Key: (e.g., DZOMMg3)
                      b. The email address where we sent you this notification.

(The above steps are only required the first time you register to access your student’s information.)

Signing into CaneLink

You can sign into the CaneLink system using your Cane ID and password. If you don’t have an active Cane ID or you have forgotten it, you can click on the “Forgotten your CaneID or Password” link on the login page.

Register as a Proxy User and Accept the Terms of Use

Access to approved student record information will be granted upon completion of the “Terms and Conditions” document. Once this document is completed and submitted your access will be activated.

The Proxy Homepage

Visual steps for the proxy to follow can be found in our PDF version of the Proxy Guide. Accessing this PDF guide via desktop is optimal. What you might see depends on what access you are granted, which can be seen when you arrive in CaneLink. In an example shown in the guide, Sebastian the Ibis has granted permission for his Proxy to access his UM financial aid information, his billing and payment information, his grades and transcript information and his UM health insurance information. Sebastian has the option of controlling what his Proxy can see. He also has the ability to make changes in what his Proxy can see.