HE Gateway user guide

Version 0.1 - Last Updated: 08 Jul 2025

The purpose of this guide

Introducing you to the HE Gateway, this guide outlines basic processes and procedures to follow when using the service.

How will you use the HE Gateway and how can it aid you in administering student funding?

These chapters cover signing in, troubleshooting access issues and best practice in user administration.

How and where to sign into the HE Gateway.

What happens if you enter the wrong sign-in details and how to reset forgotten details.

Be vigilant about who has access to the HE Gateway and regularly audit your approved users.

System roles define your level of system access, the options you see on screen and the actions you can perform.

Your roles for the Bursary Administration Service (BAS) determine the actions you can perform. Each user can have more than one role.

Your roles for the Courses Management Service (CMS) determine the actions you can perform. Each user can have more than one role.

Your roles for the Student Information Service (SIS) determine the actions you can perform. Each user can have more than one role.

How to get the most out of the services the HE Gateway has to offer.

The Home page is where you can find links to the current service options.

Common alerts you may see when using the HE Gateway.

Self serve options and a dedicated support team are available to help you.

How to select the HEI you are administering.

It's important to keep contact information for your organisation up to date.

For each university or college, User Administrators are responsible for creating and administering its system users.

How to update the bank details we hold for your organisation.