HE Gateway user guide

Version 0.1 - Last Updated: 02 Feb 2021

The purpose of this guide

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

What is the HE Gateway?

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

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

Signing in

How and where to sign into the HE Gateway.
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Using an incorrect username or password

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

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

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

Roles for the Bursary Administration Service

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

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

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

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

HE Gateway Home page

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

Common alerts you may see when using the HE Gateway.
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Getting help

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

How to select the HEI you are administering.
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Maintaining HEI contacts

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

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

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