Establish an EPC Account Administrator. Establish an Account Admin

Transcription

1 Establish an EPC Account Administrator Slide 1

2 Table of Contents Topic Page Background 3 a Request 6 Set the Password 10 Complete the Task 18 Slide 2

3 Background Slide 3

4 Background All entities that have filed or appeared on an E-Rate Form 471 have an EPC Portal Account. School districts have an EPC account that lists their member schools. Independent schools or schools that do not belong to a school district also have an EPC account. Schools that are the only school in their school district may be listed in EPC as the school rather than at the school district level. Libraries have an EPC account. Slide 4

5 Background To set up the account administrator for your billed entity's EPC account, you will need to a written request to USAC. If sending the request from the address of the account administrator: The address of the account administrator must include their name and the entity s domain e.g. johndoe@schooldistrict.org If sending the request from another account: You must make the request on entity letterhead and include the signature of the authorized person who should be set up as the account administrator Slide 5

6 USAC a Request Slide 6

7 a Request 1 Create a new to the recipient SLDPR@GDIT.com 2 Copy the text below into the body of the message or onto entity letterhead Please establish the EPC account administrator for [BILLED ENTITY NUMBER] - [BILLED ENTITY NAME] as indicated below. 1. Name of Account Administrator: [NAME] 2. Job Title: [TITLE] 3. Mailing Address: [ADDRESS], [CITY], [STATE], [ZIP] 4. Phone Number: [PHONE] 5. Address: [ ] (Note that since the EPC user account will act as an authorized signature, USAC requires the address to contain the account administrator s name. It cannot be a generic address such as erate@schoolname.org.) Slide 7

8 a Request 3 Fill in the [ ] fields with the appropriate information for the account administrator Please establish the EPC account administrator for RED SCHOOL DISTRICT as indicated below. 1. Name of Account Administrator: John Doe 2. Job Title: Superintendent 3. Mailing Address: 1 Main Street, Bangor, ME Phone Number: Address: john.doe@redschool.org Slide 8

9 a Request 4 If you are using letterhead: obtain the signature of the authorized person scan and save the signed letter to your computer attach the document to the message 5 Send the completed to SLDPR@GDIT.com 6 The account administrator will receive an invitation with the subject USAC EPC-Account Creation Slide 9

10 Set the Password Slide 10

11 Set the Password 1 Click on the link to the EPC Portal in the invitation Slide 11

12 Set the Password 2 Click on the I AGREE button to proceed Slide 12

13 Set the Password 3 Enter the username (the user s full address) 4 Click on the Forgot your password? link Slide 13

14 Set the Password The Forgot Password screen will display 5 Enter the username again 6 Click on the SEND button Slide 14

15 Set the Password The EPC system will send an to the user with a temporary link to reset the password (Note: the link is only active for 15 minutes) 7 Click on the link in the Slide 15

16 Set the Password The Informational Screen will display again 8 Click on the I AGREE button to proceed Slide 16

17 Set the Password The Change Password screen will display 9 Enter the desired password twice: first in the New Password text box and then in the Confirm New Password text box 10 Click on the SUBMIT button Slide 17

18 Complete the Task Slide 18

19 Complete the Task The news page for the EPC account will display with a welcome message 1 Click on the link in the message Slide 19

20 Complete the Task A task to complete the Terms and Conditions will display 2 Click on the task Slide 20

21 Complete the Task The terms and conditions will display 3 Read the terms and conditions listed 4 Scroll to the bottom of the page 5 Click on the ACCEPT button 6 You can now use the EPC Portal Slide 21