Log into the Guest Account System with your NetID and password.
Click the “+Add Guest” button.
Read the “Sponsor Agreement” and IT Policies and click “I agree”.
Select whether or not your guest is currently with you in-person.
- If yes, have your guest input their PII (Personal Identifying Information) in step 8 below.
- If no, the guest will be sent an email with a link to input their PII (Personal Identifying Information).
Select the “University Affiliate” account type on the “Which type of Guest are you requesting accounts for?” screen.
On the “Select Accounts” screen, select “URMC Active Directory”, change the “Use Template” dropdown to “Community ePartner” and input the guest’s expiration date. URMC email is now available to all Regional Support guests. The “NetID” box will always be checked and cannot be deselected as it will be used to manage all university passwords moving forward through myIdentity Self Service once the NetID is initialized (first password setup).
Note: The sponsorship will be ended by automation on the day following the expiration date set in the Guest Account System between 4AM and 6AM. For example. if the expiration date is set to May 31st, 2022, automation will end the relationship between 4:00 and 6:00 AM on June 1st, 2022. Dates can be selected up to 13 months into the future.
Only established site contacts of record are able to request URMC Active Directory / Network accounts in the Guest Account System.
- Related FAQ: Why can’t I select a URMC Active Directory account?
- If you are presented with the opportunity to create a URMC account, but do not have the “Community ePartner” dropdown option, please reach out to the ISD Help Desk at 585-275-3200 or HelpDesk_ISD@urmc.rochester.edu.
Input your guest’s name including middle name and third party email address. For the “Office Location” field, please input the name of the practice or study/review name as shown below. The phone number field is optional. Click “Next“.
|Community Physician Practice||
|Reviewer / Auditor||
If you selected that your guest is with you in-person during step 4 above, have them fill out their PII (Date of birth, and last four of their Social Security Number) and click “Next“.
Verify that the following information that you input is correct on the “Review Request” screen and click “Submit” if it is correct. If something is not correct, click the “Back” button to modify your request.
- First name
- Middle name
- Last name
- Third party email
- Account(s) requested
- Expiration date
- Office Location
- Phone Number (Optional)
Click “Done” on the “Submitted” screen after reviewing the status of the request. Your new request will show up in your list of guests once you click the “Search” button with the status filter set to “All”. At this point, Regional Support will be emailed to notify them of your request. If the guest was not with you and you clicked ‘no that your guest was not with you’ in step 4 above, the guest will be sent an email to the third party email input above with a personalized link to complete the input of their PII (Date of birth, and last four of their Social Security Number).
|In-Person Status and PII Submitted||Account Creation Details|
|Yes||The Active Directory and NetID accounts will be created after a new identity (URID) is created for them or they are tied to an existing URID if they have had a previous relationship with the University.|
|No||The guest will need to login to the URL (web address) provided in an automated email that was sent to them asking for them to input their PII.
Once they have submitted their PII, the Active Directory and NetID accounts will be created after a new identity (URID) is created for them or they are tied to an existing URID if they have had a previous relationship with the University.
Once the accounts have been created as per step 11 above, you as the sponsor will receive an email to your URMC mailbox with the following information asking you to provide this information to the guest when you are ready to have the guest start using their account(s):
- NetID Name
- UR Active Directory Account Name (if requested)
- URMC Active Directory Account Name (if requested)
- Email Address (if requested)
- Link to the University Account Initialization site (https://myidentity.rochester.edu/newuser )