OnBase Access Request - New Access or Edit Existing Access

This guide offers instructions on the process for filling out the OnBase Access Request - New Access or Edit Existing Access Form for user specific needs. Follow the detailed instructions below to ensure a smooth submission:

A. User will be required to authenticate using Single-Sign On:

A. User will be required to authenticate using Single-Sign On:

B. NetID, Email, Name, Division, and Department Name will be automatically populated with the authenticating user's information when completing the form:

C. If the individual completing the form is making this request on behalf of another user, kindly mark the checkbox below:

D. And fill out the information for the user who needs access below:

1. I'm a new user that needs access: Choose this choice if you are a new user seeking access to OnBase for the first time, and proceed as directed below:

1. I'm a new user that needs access: Choose this choice if you are a new user seeking access to OnBase for the first time, and proceed as directed below:




If user is planning on adding or indexing documents select "Yes":
Users will select the methods through which they will add documents:
User will choose options that best suits their needs:
If user is not planning on adding or indexing documents select "No":
User will select the options that best fits their needs:

3. I need to add a new device: Choose this option if you are currently an OnBase user with access, and you simply need to install the Unity Client on your new device/computer, and proceed as directed below:

3. I need to add a new device: Choose this option if you are currently an OnBase user with access, and you simply need to install the Unity Client on your new device/computer, and proceed as directed below:

2. I need to update my permissions: Opt for this option if you require modifications to your existing permissions in OnBase, and proceed as directed below:

If user is planning on adding or indexing documents select "Yes":

Users will select the methods through which they will add documents:

User will choose options that best suits their needs:

If user is not planning on adding or indexing documents select "No":

User will select the options that best fits their needs:

4. I no longer need access: Choose this option if you no longer need to use OnBase and wish to revoke your access, and proceed as directed below:

4. I no longer need access: Choose this option if you no longer need to use OnBase and wish to revoke your access, and proceed as directed below: