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Delegate AccessStudent Authorization
Delegate Set-up
How It Works
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Student Authorization
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Student Profile: Delegate Access
TEST DATA
1
2
3 4
calcentral.berkeley.edu
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Share My Information - Getting Started
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Read
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Enter Information for Delegate
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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
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Next Steps
Read
Delegate Name
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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.
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Delegate Setup
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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,
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Create a Delegate Login ID to use for accessing CalCentral
Delegate CalNET SetupDelegate Name
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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
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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
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Oski Bear
SUCCESS!You are now logged on to CalCentral!
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Delegate Experience - How It Works
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Always start at: CalCentral.berkeley.edu
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Oski Bear
Select on Student Name to view their record
Delegate Home Screen
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Oski BearTEST DATA
View Academic Info
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Oski BearTEST DATA
View Financial Info
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Oski BearTEST DATA
View Financial Details - Make a Payment
Pay online / See statement
See charges, due dates, payments
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View Billing Details - Account Activity
Oski BearTEST DATA
Select what you want to see
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Search, Select a Transaction for Details
Select to expand details
Oski BearTEST DATA
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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
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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