E-rate EPC Portal – How to Set Up School or Library “Users” and Consultants
August 6, 2015
The purpose of this message is to walk Account Administrators (the person who signed your FY 2015 Form 471) through the steps to set up School or Library Staff “Users” and/or “Consultants” in their EPC accounts. (If you are the person who signed your Form 471 but have not yet received your initial EPC login e-mail, call USAC’s Client Service Bureau at 888-203-8100. Likewise, if that person is no longer with your school or library, contact CSB to change the name/contact information of your Account Administrator). Two step-by-step guides are attached to this message (Setting Up Users and Adding Consultants) and a short video tutorial is available at: http://www.usac.org/sl/about/outreach/videos/EPC-Creating-a-New-User.aspx.
> Adding EPC District Users for Your Billed Entity (see below for instructions on adding Consultants)
(Remember, only account administrator users can manage other users in their organization.)
1) Go to your “Landing Page” (best way is to click on the USAC symbol on the top left) and click on Manage Users in the top right toolbar.
2) Click the box beside the name of your Billed Entity.
3) Click “Create a New User” to add School or Library employees as EPC Users. Complete the form with all of the relevant data
4) At the bottom of the page, you will have to set up “user permissions” for each user. There are 3 types of Users:
– Full Rights (can create/submit/certify applications)
– Partial Rights (can create applications, but can’t hit submit/certify)
– View Only
To apply the same permissions to all forms, use the Apply All drop-down menu.
5) Click “Continue” and then “Submit” and then confirm again that you want to continue.
6) The new User will receive an e-mail from EPC to go and set up their EPC account.
> Adding a Consulting Firm
If you use an E-rate consulting firm (even if it’s your IU), you must link your Billed Entity to that consulting organization, and THEN add individual consultant(s) within that consulting organization as EPC Users. And remember, only the Account Administrator can add a consulting firm and individual consultant users. Below are steps to completing both tasks:
> Linking a Consulting Firm to your Organization
1) Log in to your EPC account (https://portal.usac.org/suite). If this is the first time you’ve done it, don’t forget that your Username is your e-mail address. If you don’t remember your password or this is the first time logging in, click on “Forgot Password.”
2) From your “Landing Page” select your Billed Entity (not a school’s name, but your District’s name). You may have to scroll through the list.
3) Click “Related Actions” on the left toolbar.
4) On the next page, choose “Manage Organization Relationships” (which is the 8th lightening bold in the list).
5) Select “Add a Consulting Firm” and enter as much information for your consulting firm as possible and click Search. If you do not get any results, you can contact the consulting organization and ask for their Consultant Registration Number (CRN) or search for them using the Consulting Firms link on the left-hand side of the screen.
6) Check the box to the left of the Consulting Firm’s name and then click Submit. Your billed entity is now associated with that consulting firm.
B> Adding EPC Consultant Users for Your Billed Entity
1) Go to your “Landing Page” (best way is to click on the USAC symbol on the top left) and click on Manage Users in the top right toolbar.
2) Click the box beside the name of your Billed Entity.
3) Click “Add or Remove Existing Users” to add specific Consultant names. Note: The consulting firm must be linked to your organization before you can add specific consultants.
4) You will see a list of existing Users for the Billed entity. Below that list, enter the consultant’s name or e-mail address and click Search.
5) Select the consultant’s name from the list and click “Submit”
6) After you have added the consultant’s name, you must set up “user permissions” for that consultant by clicking on “Manage User Permissions.”
7) There are 3 types of Users:
– Full Rights (can create/submit/certify applications)
– Partial Rights (can create applications, but can’t hit submit/certify)
– View Only
To apply the same permissions to all forms, use the Apply All drop-down menu.
8) The new User will receive an e-mail from EPC to go and set up their EPC account.
Julie Tritt Schell
PA E-rate Coordinator
717-730-7133 – o
717-730-9060 – f
jtschell@comcast.net
www.e-ratepa.org
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