Assigning a My Zone Administrator

The selected staff person will become your My Zone Administrator and will ultimately be responsible for monitoring passwords, staff access, and security for a variety of ISAC programs. The Financial Aid Director, or their designee, should select the My Zone Administrator based on the confidential nature of, and the access to, student’s data.  Use the My Zone Log On link in the left menu and enter your User Name and Password to access student-specific data for your school.

Follow the steps below for easy access to My Zone:

Step One: Assigning a My Zone Administrator

1. The Financial Aid Director, or designee, sends an e-mail message to schoolservices@isac.org stating that your school would like to participate in receiving student program data via My Zone. The contents of the e-mail message must include the Financial Aid Director’s, or designee’s, first name, last name, e-mail address, phone number, and ED School Code. 
2. A temporary “New Administrator Sign Up Code” will be returned by e-mail. This Sign Up Code may be used twice and will then be disabled. 
3. The Financial Aid Director, or designee, determines which staff person will be the Administrator for My Zone. The Administrator will populate My Zone with their personal information and create a new password. The Administrator will also allow and monitor additional users and perform password maintenance for other staff at their institution. 
4. Each Institution must set up two Administrator accounts.  It is at the Director’s discretion to determine the Administrators for your school.  ISAC strongly recommends that you consider using one account for the Financial Aid Office and one account for the Bursar’s Office.  If one Administrator forgets their password, the second Administrator can reset the password without having to contact ISAC for assistance.

Step Two: Accessing the New Administrator Sign Up

1. In the left margin menu, select "My Zone Log On" and then select "My Zone New Administrator Sign Up.” Upon selecting “My Zone New Administrator Sign Up” the fields following fields will display. An asterisk * indicates the field is required.
   
   
   • Sign up Code* 
   • ED School Code 
   • Institution 
   • First Name* 
   • Last Name* 
   • Title (Job title)* 
   • Phone Number* 
   • Phone Extension (optional) 
   • Fax Number (optional) 
   • E-mail Address*
       
2. Enter the Sign Up Code that was provided in the reply e-mail message to the Financial Aid Director, or designee. Once the temporary sign up code is entered, press the ‘tab’ key and the next two fields (ED School Code and Institution) will automatically populate. After the Sign Up code is entered, FFELP, ING, IVG and/or TESP Access fields will display for the programs for which the school is authorized to participate.
3. Complete the remaining fields. An asterisk * indicates the field is required. To select the Program Access, press the drop-down arrow, and highlight the appropriate security access for the user.
   
   
   • First Name* 
   • Last Name* 
   • Title (Job title) * 
   • Phone Number * 
   • Phone Extension (optional) 
   • Fax Number (optional) 
   • E-mail Address* 
   • FFELP Access* (This field will display only if the school is authorized to participate in this program.) 
   • ING Access* (This field will display only if the school is authorized to participate in this program.) 
   • IVG Access* (This field will display only if the school is authorized to participate in this program.)
     1. Prorate
     2. GeneralAdmin
     3. Claim Override 
     No Access
     View Only   
   • TESP Access* (This field will display only if the school is authorized to participate in this program.) The My Zone Administrator can assign View and/or Update access for Certification and Notification.
     1. Cert View, Award View
     2. Cert View, Award No Access
     3. Cert Update, Award View
     4. Cert Update, Award No Access
     No Access
     View Only
      
4. Once this information has been entered, select the “Submit” button. The New Administrator Sign Up Code will be validated and the temporary code will no longer be able to be used. 
5. The “User Name” will be created by the system, using the first initial and last name of the person logging in. Passwords will default to “isacmyzone” for the initial log in, and the user will be prompted to change their password the first time they log into My Zone.

Step Three: Administrator Access

The My Zone Administrator will have the options for:

My Zone Program Selection – ISAC currently provides information in My Zone for the Federal Family Education Loan Program (FFELP), the Illinois National Guard (ING) Grant Program, the Illinois Veteran Grant (IVG) Program and the Teacher Education Scholarship Programs (TESP).

My Zone Password Maintenance – will allow any user of My Zone to change a password. Passwords:

1. Must be at least 8 characters long; 
2. Must have at least one (1) number; 
3. Must have at least (1) lower-case letter; 
4. Must have at least (1) upper-case letter; 
5. Cannot include spaces; 
6. Cannot contain special characters (i.e., must be letters and numbers only); 
7. Cannot contain more than (3) continuous strings of the same character (e.g., xxxx, 1111, etc.); and, 
8. Cannot contain more than the starting half of the user’s first or last name (e.g., Joseph Anonymous – jose or anony would not be allowed anywhere in the password).

Step Four: My Zone User Maintenance

My Zone User Maintenance allows each school’s Administrator to grant access to My Zone for staff at their institution, maintain Passwords, and change access to programs or to delete anyone that no longer needs access to My Zone.

Add a New User: The Administrator should log-on to My Zone then select “My Zone User Maintenance” from the left-hand menu of the My Zone Program Selection screen. In "My Zone User Maintenance" the View Users screen will display.  Click on the “Add New User” button. Complete the remaining fields.  An asterisk* indicates the field is required. To select the Program Access, press the drop-down arrow, and highlight the appropriate security access for the user. If the school participates in only one program, the access for that program must be set.

• First Name* 
• Last Name * 
• Title (Job title)* 
• Phone Number * 
• Phone Extension (optional) 
• Fax Number (optional) 
• E-mail Address* 
• FFELP Access * (This field will display only if the school is authorized to participate in this program.) 
• ING Access* (This field will display only if the school is authorized to participate in this program.) 
• IVG Access* (This field will display only if the school is authorized to participate in this program.)
  1. Prorate
  2. GeneralAdmin
  3. Claim Override 
  No Access
  View Only  
• TESP Access* (This field will display only if the school is authorized to participate in this program.) The My Zone Administrator can assign View and/or Update access for Certification and Notification.
  1. Cert View, Award View
  2. Cert View, Award No Access 
  3. Cert Update, Award View
  4. Cert Update, Award No Access
  No Access
  View Only

Once this information has been entered, select the “Submit” button to save the information.  You will see the user name and Program access listed in the View User screen. The “User Name” will be created by the system, using the first initial and last name of the person logging in. Passwords will default to “isacmyzone” for the initial log in and the user will be prompted to change their password the first time they log into My Zone.

Password Maintenance: If a user at the school forgets their password, the My Zone Administrator can reset the password through “My Zone User Maintenance.” Select “Edit” next to the user’s name and then “Reset Password” on the lower right of the screen. School Services does not have access to user passwords.

Edit or Delete a User Profile: The My Zone Administrator can also edit or delete an existing user’s profile (e.g., change or add access for additional programs) through My Zone User Maintenance.

Edit

• Select “Edit” link next to the user’s name .
• Select the field that needs to be edited and make changes. 
• Then click on the ‘Save Changes’ button.  A dialog box indicating that changes have been saved will display. Click “OK”.
• Press the “Close” button at the bottom of the page to exit to the My Zone User Maintenance Screen.

Note: If the school participates in only one program, the access for that program must be set to View Only. 

Delete

• Press the  “Delete” link next to the user’s name.
• A dialog box will ask if the name should be deleted.  Press “OK”.
• A dialog box will indicate that the delete action was successful.  Press “OK”.
• Press the “Close” button at the bottom of the page to exit to the My Zone User Maintenance Screen.

A My Zone Administrator can update their own password, but will not be able to delete their own account from My Zone. If there is a need to delete an Administrator’s access to My Zone, School Services must be contacted to delete the account. School Services can be contact by e-mail at schoolservices@isac.org or 866.247.2172. 

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