How to Submit a 3PA Request for Managers

Summary

Some users have the ability to submit third party account requests on behalf of those who need an account.

Body

Some users have the ability to submit third party account requests on behalf of those who need an account because they have been set up in the system as a manager. The steps below will guide these users to creating and submitting the account requests. 

Submit Requests

  1. Log into 3PA here: https://thirdpartyaccess.sacredheart.edu/​​
  2. ​Managers use the ​​​"Create New" tab to access the screen to enter the information noted above
    • Do not copy and paste because special characters may cause account creation issues
    • Fields displayed in red are required
    • Make sure to enter the legal first and last name in the appropriate fields
      • ​it is easy to reverse them when entering which requires significant work to fix afterward
    • Last Name (no suffix)
    • Legal First Name (no prefix)
    • Pref First Name
      • enter their chosen name or nickname here
    • MI (Middle Initial)
      • helps to distinguish users with common first and last names
    • Group
      • select the appropriate group for the new person, it may auto-populate if the manager has access to only one group
    • Start Date
      • enter date for access to begin, it will auto-populate with the current date
    • End Date 
      • enter date for access to no longer be active, cannot go beyond June 30th of the current academic year
        • starting June 1st, the end of the following academic year may be entered
    • Addr Line 1, Addr Line 2, City, State, Zip Code, Country
      • enter the local address of the person
    • Date of Birth (MM/DD/YYYY) - THIS MUST BE THEIR ACTUAL DOB, NOT A FALSE ONE AS THIS IS USED TO MATCH THEM TO AN EXISTING ACCOUNT AND PREVENTS DUPLICATES
    • Cell Phone
      • needed for emergency notifications from Sacred Heart University
    • Email Address
      • enter a vendor or personal one where instructions will be sent
    • Department
      • this field will be displayed for certain groups only, enter the department the person will be working for
    • GL Account
      • this field will be displayed for certain groups only, enter the GL Account if this person will need to print/copy on SHU devices
    • SHU Email Needed
      • check this box if a Sacred Heart University email address is required
    • Door Access Needed
      • check this box if a SHU Card will be required for identification purposes and/or door access
      • If requesting an account for a previous student or employee and a SHU card is needed, a new one must be printed even if the person still has their original one
  3. Once the request is submitted, the Manager and the SHU Sponsor will receive a request confirmation email
  4. Once the account is created, the Requestor and the new user will receive an account creation confirmation email with the next steps including ​instructions on how to activate the account and their SHU ID number​​​​
  5. If a SHU Card is needed, once the account has been activated and a photo has been uploaded, it can be picked up at the Campus Concierge in the Main Academic Building on the Park Avenue Campus by the user or a manager can coordinate the pick up of the cards for their managed vendors/volunteers. 

Managing Requests

  • ​Managers use the "Manage ​Members" tab to check on request status and update information as necessary
    • Statuses
      • Waiting to be processed - the request for a new account has been received but has not been processed
      • Waiting to be updated - the request for a change has been received but has not been processed
      • Process Complete - the account has been created and a Person ID has been assigned/verified
    • User Name
      • If a value is present then the account has been created
    • Acct Active
      • ​​If it is blank, the account has not been activated by the user
  • Managers should adjust the end dates 
    • promptly when the person is terminated from their employment or no longer requires access to our systems.  
      • Note: Failure to do so could allow someone to continue to log into systems that he/she/they should no longer have access to
    • annually to extend their account access into the following academic year
      • ​Starting June 1st of the current academic year, the ability to extend up to the end of the following academic year will be provided

Activation Email

Once the account request is processed, the person whom the account was requested for will receive the following email with instructions on how to proceed. The requestor will also be cc:ed on the email. If they do not receive it, feel free to provide this information to them.

The request submitted to the Sacred Heart University Third Party Access system for <First and Last Name> has been completed. Please perform the following steps to complete the process:

  1. Wait 12 hours from receipt of this email and then activate the network account.
    1.  Go to https://ams.sacredheart.edu
    2.  Click on Setup a New Account
    3. On the next screen, in Section 1, enter the following 3 pieces of information:
      • 7 digit SHU ID number - <seven digit number>
      • Date of birth - select the month, day and year
      • Home address zip code (first 5 digits only) for United States addresses or select the country for international addresses
    4. In Section 2, click on the Vendors & Volunteers tab for additional notes, then click Next
    5. On the next screen, in Section 1, you will see your designated SHU email address (if one was requested)
    6. In Section 2, enter a password twice (follow the password criteria listed to the right. 
    7. In Section 3, enter an emergency notification number where the University can contact you at if there were an emergency on campu
    8. In Section 4, click Next
      • The system may take a few minutes to activate your account and will display a message indicating it has completed

Details

Details

Article ID: 7049
Created
Tue 5/14/24 11:32 AM
Modified
Tue 5/14/24 11:38 AM

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