---
title: "Granting Access to Student Records & Financial Information"
canonical: "https://kb.uconn.edu/space/SAS/26836893714/Granting%20Access%20to%20Student%20Records%20%26%20Financial%20Information"
format: markdown
---
> ℹ️ **The **<span style="color: #bf2600">**student**</span>** can grant anyone access to their student financial records.** There are **3 types of access**.  Below are **step-by-step instructions** on how to set them up. Once they are set up as a Delegate and Authorized User, they may visit our website to login.
> ℹ️ 
> ℹ️ **Students, Delegate and Authorized User**<span style="color: #bf2600">** Login Here**</span>**: **<u>**[Home | Office of the Bursar (uconn.edu)](https://bursar.uconn.edu/)**</u>
> ℹ️ 
> ℹ️ **Knowledge Base Instructions for common questions: ****[Finances (Student Fee Bill, Flywire & Student Account Instructions) ](https://kb.uconn.edu/space/SAS/10758194581/Finances+(Student+Fee+Bill%2C+Flywire+%26+Student+Account+Instructions))**


> ✅ 1. <span style="color: #bf2600">**FERPA**</span>

![Two icons, one of an envelope and another of a telephone ringing.](media://4c8757af-e54b-4d39-87ab-37b8e0776180)

**[FERPA Consent (Share My Information) | UConn Privacy](https://privacy.uconn.edu/ferpa-overview/share-my-information/)**

FERPA is known as the Family Educational Rights & Privacy Act of 1974. The goal is to protect the student’s academic record & protect students' privacy.

The University’s FERPA Designee Pin Page allows students to grant permission to certain university offices to discuss certain types of information related to their education records or information contained in student records with individuals specifically designated by the student. 

**FERPA Overview:** **[FERPA Overview | UConn Privacy](https://privacy.uconn.edu/ferpa-overview/)**


<span style="color: #bf2600">**Option 1**</span>:  Students may **log into the **<u><span style="color: #ff5630">**[FERPA Designee Pin Page](https://ferpamanager.uconn.edu/)**</span></u>** **to grant anyone permission.

<span style="color: #bf2600">**Option 2**</span>: Setting up through** ****[Student Admin](https://studentadmin.uconn.edu/)**.

1. Login to **Student Admin** and click “**Profile**”.
2. Click “**FERPA Designee Pin**”.
3. Click “**FERPA Designee Form**”.
  

> ✅ 2. <span style="color: #bf2600">**Delegate User**</span>

![An icon of a computer monitor with two icons inside of it, one of a bill and one of a magnifying glass.](media://81781826-dc9b-431b-8843-2ebc80629f56)

To allow a parent, guardian, partner and or others access to view student records, <u>**[view the fee bill](https://kb.uconn.edu/space/SAS/10769929552/Student+Admin+(Delegate+Login%3A+View+Fee+Bill+%26+Due+Dates))**</u><span style="color: #bf2600">[ ](https://kb.uconn.edu/space/SAS/10769929552/Student+Admin+(Delegate+Login%3A+View+Fee+Bill+%26+Due+Dates))</span>and <u>**[download the 1098-T tax form](https://kb.uconn.edu/space/SAS/10769929546/Viewing+1098-T+(Delegate+Login))**</u><u>**,**</u> the student will need to initiate the process by adding a contact in Student Admin. To set up a Delegate User, please see** step-by-step instructions: **<u>**[Sharing Your Information - Student Academics and Services ](https://kb.uconn.edu/space/SAS/10769925277/Sharing+Your+Information)**</u>

Once the student grants access to view student records, the Delegate User will receive an email from the address **[UConn_Delegation@uconn.edu](mailto:UConn_Delegation@uconn.edu)**. This email will include a link to create an account. To set up the Delegate User account, please see **step-by-step instructions**: <u>**[Creating A Delegate Account - Student Academics and Services ](https://kb.uconn.edu/space/SAS/10769929365/Creating+A+Delegate+Account)**</u>


> ✅ 3. <span style="color: #bf2600">**Authorized User**</span>

![An icon of a cell phone displaying the word PAY.  A person's finger points to the word.](media://56a1d728-2172-4f28-ab05-c079e2d8508f)

To allow parents, guardians, partners and or others to login to the payment portal to <u>**[view fee bill, make a payment, enroll in a payment plan and download an invoice](https://kb.uconn.edu/space/SAS/26310344811/Flywire+(Authorized+User+Login%3A+View+Fee+Bill%2C+Due+Dates%2C+Make+a+Payment%2C+Enroll+in+Payment+Plan+%26+Download+Invoice))**</u>**[,](https://kb.uconn.edu/space/SAS/26310344811/Flywire+(Authorized+User+Login%3A+View+Fee+Bill%2C+Due+Dates%2C+Make+a+Payment%2C+Enroll+in+Payment+Plan+%26+Download+Invoice))**** **the student may set them up as an Authorized User.

Authorized Users will still need a 4-digit FERPA pin if they wish to email or call-in asking questions about the student's fee bill. The Authorized User must be set up as a Delegate User to view and download the 1098-T Form.

**Student grants access:** To set up an Authorized User, the student will need to login through Student Admin to be directed to the Flywire payment portal to grant access. Please see **step-by-step instructions:** <u>** **</u><u>**[Flywire (Student Login: View Fee Bill, Due Dates, make a Payment, Enroll in Payment Plan, Download Invoice & Grant Access)](https://kb.uconn.edu/space/SAS/10769925286/Flywire+(Student+Login%3A+View+Fee+Bill%2C+Due+Dates%2C+Make+a+Payment%2C+Enroll+in+Payment+Plan%2C+Download+Invoice+%26+Grant+Access))**</u>

**Parents, guardians, partners and or others request access: **To become an Authorized User of the student's account, please see **step-by-step instructions: **<u>**[Request to become an Authorized User - Student Academics and Services](https://kb.uconn.edu/space/SAS/26300547073/Request+to+become+an+Authorized+User)**</u>