Western Carolina University

Banner Finance Access Policy

Banner Finance access will be granted upon receipt of a properly prepared and approved Banner Finance Account Request Form. Training appropriate to the role for which access is being requested must be completed before access will be granted.  Banner Finance users’ access will be re-certified at least annually to assure it is job appropriate.

Banner Finance Access Procedures:

• Complete the Banner Finance training materials found off the Financial Services Home Page.
• Submit the Banner Finance Account Request Form to the Systems and Procedures unit of the Controller's Office
• Systems and Procedures will confirm/assess requestor training needs based upon role being requested and inform requestor of any additional training requirements
• Systems and Procedures will coordinate and/or route requestor to appropriate training resources
• Systems and Procedures will submit access request to IT for processing upon confirmation and/or attestation from requestor that all training requirements have been satisfied.