Bulk data entry is for when you would like to sponsor several guests with the same reason and expiration date, such as special summer programs.

Step 1

Log into the Guest Account System with your NetID and password.

Step 2

Click the “+Add Multiple Guests” button.

Step 3

Read the “Sponsor Agreement” and IT Policies and click “I agree”.

Step 4

Select the type of guests (contractor, researcher, vendor, university affiliate etc.) for which you are requesting the Guest accounts.

Step 5

Select which Active Directory accounts your guests require (UR, URMC or both), whether or not they need an email account for each Active Directory account and their expiration date.

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.

(warning) URMC Accounts:

  1.   You must have a URMC Active Directory domain account to request a URMC Active Directory account.
  2.   URMC accounts offer the option to add a home directory (H drive) as well.
  3.   URMC accounts require the selection of a template, which is based on the OU / department in which your URMC Active Directory account resides.  The template may prevent selection of email and a home directory as some guest populations are not entitled to email or a home directory.

Step 6

Input your guest’s email addresses separated by a comma on the “New Guest” screen.  If you selected “Other” as your reason for the request in step 4 above, input the reason for your request in the “OTHER REASON” field. Click “Next”.

(warning) URMC Accounts:

If you selected “URMC Active Directory” on the preceding “Select Accounts” screen, you will also be asked to fill out the “OFFICE LOCATION” and “OFFICE PHONE” for your guest.  These values will be visible in the Outlook Global Address List (GAL) if an email account was also requested.

Step 7

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.

  • Account(s) requested
  • Email address (If requested)
  • Expiration date

Step 8

Click “Done” on the “Submitted” screen after reviewing the status of the request.

Because the names are entered by the guest rather than the sponsor, the name will appear as just a comma until the guest enters their firstname and lastname as part of them entering their PII.

Step 9

Account Creation:

Each guest will be sent an email with a link to a form to input their personal information.

Once each guest submits their personal information, their 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.

Step 10

Once the accounts have been created as per step 9 above, each guest will receive an email with the following information asking them to complete their University Account Initialization.

  • NetID Name
  • UR Active Directory Account Name (if requested)
  • URMC Active Directory Account Name (if requested)
  • Email Address (if requested)
  • URID
  • Link to the University Account Initialization site (https://myidentity.rochester.edu/newuser )

You will not receive notifications when each account is created.  You will be able to see the status of each account creation in the main interface and account details by clicking into each guest account.

Step 11

Once the accounts are created, contact the appropriate Help Desk(s) depending on which accounts were requested to request the following:

  • Office location for the Outlook Global Address List (UR only)
  • Phone number for the Outlook Global Address List (UR only)
  • Any additional permissions that are required for your guest and not part of your template (URMC only) such as shared drives and access to specific applications.

AD Account Help Desk Contact Information: