Registrar tool access: New employee onboarding guide (for campus partners)

Use this guide when a new employee in your area needs access to Registrar-supported systems.

Open two Registrar tickets

1. CLSS / CAT / CIM Access - can ONLY be opened by the new employee’s supervisor

2. Banner + Other Registrar Tools Access - can be opened by the person overseeing onboarding or the new employee

Keep reading for tips on the needed information for each ticket.

Request access to: CLSS, CAT, CIM

Required details (choose one option per system):

• Specify the role/permissions, OR

• Provide the name of a person whose access the new employee should match (recommended)

  • For CLSS, if the new employee’s permissions don’t match or replace a previous employee, the department should be specified. See a list of department schedulers and their respective departments: https://tulane.app.box.com/folder/214915489291

Example request text:

Please grant [New Employee Name] access to CLSS, CAT, and CIM for [department]
For each system, match access to [Employee Name to Match]

Why this must be specific:
Access and roles are distributed across multiple tools. The most efficient request is a tool-by-tool list with role or match-person identified for each.

Include (required):
For every tool requested:

• Tool name

• Role/permissions OR “match access to: [Name]”

• Scope (if approver access), such as department/program responsibility

Tools you may request (include only those needed):

• Banner

• Degree Works

• Advisor tab

• Self-Service Reports tab

• Grad App Dashboard

• Commencement / Degree Certification app

• FERPA training coordination (required step)

• Grade Change Approver (scope required)

• Major/Minor Certification tool (undergrad programs only, scope required)

Example request text:

Please set up access for [New Employee Name] for the following Registrar tools.
For each tool, match access to [Employee Name to Match] unless noted:

• Banner: match [Name]

• Degree Works: [View-only] or [Petitions]

• Advisor tab

• Self-Service Reports tab

• Grad App Dashboard: match [Name]

• Commencement/Degree Certification app

• Grade Change Approver: match [Name]

• Major/Minor Certification tool: match [Name]

When the Banner + Tools ticket is received, our office will contact the employee with instructions for:

• Completing FERPA training

• Initiating the Banner account request

• Scheduling Banner training

These steps can occur in different order, but the most efficient sequence is:

1. FERPA completed

2. Banner request submitted

3. Banner training completed

• The Banner account and/or Self-Service Reports tab typically become available 2–3 business days after Banner training is completed.

• If other tools are needed other than Banner for Ticket 2, the employee can let me know when FERPA training is complete and we can enable those tools within 1-2 business days depending on capacity.

On this page

You can paste this into a ticket description.

This ticket must be opened by the new employee’s supervisor.

New Employee Name:
Department/Unit:
TUID:
Username:

CLSS

• Match access to (name):

CAT

• Role/permissions:

• Match access to (name):

CIM

• Role/permissions:

• Match access to (name):

Notes/Comments:

This ticket can be opened by the person overseeing onboarding or the new employee.

New Employee Name:
Department/Unit:
TUID:
Username:

Banner

• Match access to (name):

Degree Works

• Role/permissions (View-only or Petitions)

Advisor tab

Self-Service Reports tab

Grad App Dashboard

• School:

Commencement/Degree Certification app

Grade Change Approver (if needed)

• Scope (dept/program/level):

• Match access to (name):

Major/Minor Certification tool (if needed)

• Scope (dept/program/level):

• Match access to (name):

Additional tools not listed (be specific):

• Tool name:

  • Role/permissions:

  • Match access to (name):

Notes/Comments: