Completing the External User Account Request Form
This article covers how to request an account for a non-CSUF user, including scholars, researchers, off-campus students, service contractors, or other non-CSUF employees.
External user accounts expire after one year and need to be reactivated yearly for continuous access.
External User Account Request Workflow
- The Sponsor initiates the form.
- The form is routed to the Account Requestor—the external entity who is requesting access (e.g. service contractor, non-CSUF student, etc.)
- If the requestor is a minor (e.g. high school student), the Requestor's Guardian must sign the form.
- The form is routed to the sponsor’s Manager (Department Chair or MPP).
- The Department IT Coordinator (DITC) verifies that all appropriate signatures have been collected and submits the account request.
Before starting, the Sponsor should have following information on hand:
- Account Requestor name, email, and cell number
- Reason why access is needed
- Sponsoring department Manager and DITC emails
- Legal Guardian name and email for requestors under 18 years old
- Company name and email if Account Requestor is a service contractor
Select your role:
1. Access the External User Account Access Request form on the CSUF Information Security Office website.
3. Indicate the request type.
Clicking the yellow arrow labeled Start or Next will take you to the fields you need to fill.
- Select 1st Time Authorization if the user needs an account created for the first time.
- Select Reauthorization Account if an account has been created for the user in the past and it needs to be reactivated.
- If a reauthorization is requested, type the account username into the text box.
4. Click the checkbox to indicate that the appointment type is temporary. Then, type in the appointment end date/the last day the user will need the account.
The appointment cannot exceed one year.
- Place a check in the appointment type box.
- Enter the end date of the user's appointment into the text box.
5. Select whether the requestor is a scholar/researcher, off-campus student, or service contractor/non-CSUF employee.
- Scholars/Researchers: e.g., visiting professors
- Off-Campus Students: e.g., high school students attending a special summer program
- Service Contractor or other Non-CSUF Employee: e.g., a telephone repair person who works for a telecom company that has been contracted to do phone repairs for the campus.
6. Enter the requestor's information.
- Enter the account requestor's first and last name.
- Enter the account requestor's email address. Use the company email for a service contractor.
- Enter the purpose of access to explain why the access is needed and how it will be used. If access to specific services or apps is needed (e.g., campus Wi-Fi access, email, portal, etc.), be sure to mention it in this box. Note that not all requested access may be approved.
- Enter the account requestor's cell phone number.
- Enter the company name if the requestor is a service contractor.
7. Click the Click here to sign box under Sponsor Signature.
The form autopopulates the Date Signed field. Your name will be populated after adding your signature.
7.1. If you choose to type your signature, type your full name onto the signature line. Then, click Apply.
- Click the Type icon.
- Click on the signature line and then type your full name.
- Click Apply.
7.2. If you choose to draw your signature, sign onto the signature line. Then, type your full name into the text box below. Click Apply.
- Click the Draw icon.
- Use your mouse/stylus to draw your signature onto the signature line.
- Type your full name into the text box.
- Click Apply.
8. Enter your campus extension and email.
- Enter your four-digit extension.
- Enter your campus email address.
9. A message will appear at the bottom of the screen. Check the box to indicate that you accept the agreement. Then, click Click to Sign.
10. Enter the names and emails of the External Account Requestor, Requestor's Guardian (if applicable), Sponsor's Manager, and DITC. Then, click Click to sign.
If you do not know who your DITC is, consult with your department’s office manager or contact the IT Help Desk.
- Type in the first name, last name, and email address of the External Account Requestor.
- IF APPLICABLE- If the Requestor is a minor, type in the first name, last name, and email address of the Requestor's Guardian.
- Type in the first name, last name, and email address of the Sponsor's Manager.
- Type in the first name, last name, and email address of the DITC.
- Click Click to sign.
12. Open the email from Adobe Sign with the subject line Please confirm your signature on External User Account Request Form_v5. Click Confirm my email address.
If you don't see the email in your inbox, check your spam/junk folder.
1. Open the email from CSUF Information Security Officer with the subject line Signature requested on "External User Account Request Form_v5". Then, click Review and sign.
3. Click the Start arrow to go to the section you need to complete.
4. Click the Click here to sign box under Account Requestor Signature.
The form autopopulates the Date Signed field.
Select how you would like to sign the document:
4.1. Type your full name onto the signature line. Then, click Apply.
- Click the Type icon.
- Click on the signature line and then type your full name.
- Click Apply.
4.1. Sign onto the signature line. Then, type your full name into the text box below. Click Apply.
- Click the Draw icon.
- Use your mouse/stylus to draw your signature onto the signature line.
- Type your full name into the text box.
- Click Apply.
4.1. Click Select image to upload a file from your computer. Then, type your full name into the text box below. Click Apply.
- Click the Image icon.
- Click Select image, then choose an image file to upload.
- Type your full name into the text box.
- Click Apply.
4.1. If you would like to use a mobile device to draw or capture your signature, enter your mobile number into the text field. Then, click Send.
- Click the Mobile icon.
- Enter your mobile number into the data field.
- Click Send.
4.2. Tap on the Acrobat Sign link in the text that you receive.
The link will expire after five minutes.
4.3. Tap Draw to draw your signature. Use your finger or stylus to sign on the signature line. Then, tap Done.
- Tap the Draw icon.
- Use your finger/stylus to draw your signature onto the signature line.
- Tap Done.
4.4. Tap Image to use an image. Tap Select image to upload an image from your mobile device. Then, tap Done.
- Tap the Image icon.
- Tap Select Image, then choose an image file to upload.
- Tap Done.
4.5. The screen will confirm the signature was successfully sent. Return to your computer to continue.
5. A message will appear at the bottom of the screen. Check the box to indicate that you accept the agreement. Then, click Click to Sign.
6. The screen will show confirmation that you have finished signing the form and that it is being routed to the next signer.
If you are a minor, your guardian will be the next person required to sign the form. If you are not a minor, the form will proceed to your sponsor's manager.
You can download a PDF of the form by clicking download a copy. You will also receive an email with a link to the document after all required signatures have been collected.
1. Open the email from CSUF Information Security Officer with the subject line Signature requested on "External User Account Request Form_v5". Then, click Review and sign.
3. Click the Start arrow to go to the section you need to complete.
4. Click the Click here to sign box under Account Requestor Guardian Signature.
The form autopopulates the Date Signed and Account Requestor Guardian Email fields. Your name will populate after adding your signature.
Select how you would like to sign the document:
4.1. Type your full name onto the signature line. Then, click Apply.
- Click the Type icon.
- Click on the signature line and then type your full name.
- Click Apply.
4.1. Sign onto the signature line. Then, type your full name into the text box below. Click Apply.
- Click the Draw icon.
- Use your mouse/stylus to draw your signature onto the signature line.
- Type your full name into the text box.
- Click Apply.
4.1. Click Select image to upload a file from your computer. Then, type your full name into the text box below. Click Apply.
- Click the Image icon.
- Click Select image, then choose an image file to upload.
- Type your full name into the text box.
- Click Apply.
4.1. If you would like to use a mobile device to draw or capture your signature, enter your mobile number into the text field. Then, click Send.
- Click the Mobile icon.
- Enter your mobile number into the data field.
- Click Send.
4.2. Tap on the Acrobat Sign link in the text that you receive.
The link will expire after five minutes.
4.3. Tap Draw to draw your signature. Use your finger or stylus to sign on the signature line. Then, tap Done.
- Tap the Draw icon.
- Use your finger/stylus to draw your signature onto the signature line.
- Tap Done.
4.4. Tap Image to use an image. Tap Select image to upload an image from your mobile device. Then, tap Done.
- Tap the Image icon.
- Tap Select Image, then choose an image file to upload.
- Tap Done.
4.5. The screen will confirm the signature was successfully sent. Return to your computer to continue.
5. A message will appear at the bottom of the screen. Check the box to indicate that you accept the agreement. Then, click Click to Sign.
6. The screen will show confirmation that you have finished signing the form and that it is being routed to the next signer.
You can download a PDF of the form by clicking download a copy. You will also receive an email with a link to the document after all required signatures have been collected.
1. Open the email from CSUF Information Security Officer with the subject line Signature requested on "External User Account Request Form_v5". Then, click Review and sign.
3. Click on the Start arrow to go to the section you need to complete.
4. Click the Click here to sign box under Dept Chair / MPP Signature.
The form autopopulates the Date Signed and email fields.
Select how you would like to sign the document:
1. Type your full name onto the signature line. Then, click Apply.
- Click the Type icon.
- Click on the signature line and then type your full name.
- Click Apply.
1. Sign onto the signature line. Then, type your full name into the text box below. Click Apply.
- Click the Draw icon.
- Use your mouse/stylus to draw your signature onto the signature line.
- Type your full name into the text box.
- Click Apply.
1. Click Select image to upload a file from your computer. Then, type your full name into the text box below. Click Apply.
- Click the Image icon.
- Click Select image, then choose an image file to upload.
- Type your full name into the text box.
- Click Apply.
1. If you would like to use a mobile device to draw or capture your signature, enter your mobile number into the text field. Then, click Send.
- Click the Mobile icon.
- Enter your mobile number into the data field.
- Click Send.
2. Tap on the Acrobat Sign link in the text that you receive.
The link will expire after five minutes.
3. Tap Draw to draw your signature. Use your finger or stylus to sign on the signature line. Then, tap Done.
- Tap the Draw icon.
- Use your finger/stylus to draw your signature onto the signature line.
- Tap Done.
4. Tap Image to use an image. Tap Select image to upload an image from your mobile device. Then, tap Done.
- Tap the Image icon.
- Tap Select Image, then choose an image file to upload.
- Tap Done.
5. The screen will confirm the signature was successfully sent. Return to your computer to continue.
6. A message will appear at the bottom of the screen. Check the box to indicate that you accept the agreement. Then, click Click to Sign.
7. The screen will show confirmation that you have finished signing the form and that it is being routed to the DITC for approval.
You can download a PDF of the form by clicking download a copy. You will also receive an email with a link to the document after all required signatures have been collected.
1. Open the email from CSUF Information Security Officer with the subject line Approval requested on "External User Account Request Form_v5". Then, click Review and approve.
3. Click on the Start arrow to go to the section you need to complete.
4. Click the Enter your full name box under Department IT Coordinator Name. Then, type in your name.
The form autopopulates the email field.
5. A message will appear at the bottom of the screen. Check the box to indicate that you accept the agreement. Then, click Click to Sign.
6. The screen will show confirmation that you have finished signing the form and that it is being routed to the Information Security Office (ISO).
You can download a PDF of the form by clicking download a copy. You will also receive an email with a link to the document after all required signatures have been collected.
7. After receiving ISO's approval, submit the account request via Account Management in the IT Service Desk.
Need More Help?
For training and how-to assistance, contact IT Training at 657-278-5647 or [email protected].
For technical assistance, contact the IT Helpdesk at 657-278-7777 or [email protected].