“e-rate productivity enter (ep)” logo. you · 2016. 9. 16. · epc allows only one user to be...

To access the EPC Portal, go to www.usac.org/sland click on “E-Rate Productivity Center (EPC)” logo. You will then see the “Login” button.

Click on “I Agree” to accept the terms. Enter your email address as username.

If first time using EPC, click on “Forgot Password”.

Enter Username and click on “Request Password Reset”.

You will receive an email with a link to reset password, but it’s only valid of 15 minutes.

Landing Page View

Click on header to sort list alphabetically .

Click on name of organization to see Organization Detail page.Note: Billed Entity will appear at the top of the list.

Menu options such as “Apply Now” are also included on the Landing Page.

Click on “USAC” logo at any time to return to Landing Page.

User Profile

By clicking on the pull-down next to your user name, you can view your profile and change your settings. You can also edit your password , and the news you receive under the News Feed.

District Organization Detail Page

After clicking on your organization, you’re taken to the Details Page under “Records”, where you can create, add, or remove users, or click on the ellipsis for additional items.

As you move around in the system, the breadcrumb and main menu bar will show you where you are, as well as the side menu.

By clicking on the “Related Actions” menu, you have the option to manage users and your organization, or create an application.

“Related Actions” Menu

Please note, while under your organization's “Records” menu, if you click on “Records” from the main menu bar, you will be taken from your organization’s records to the “Records” listing at the national level. Just remember, you can return to your landing page at any time by clicking on the USAC logo.

National Level “Records” Menu

Here is the view when selecting a school building from the list of organizations.

By clicking on “Manage Organization”, you can edit information pertaining to this specific building, such as Student or NSLP Counts.

Note: You also have the option to provide information if there is an annex associated with this school.

School Detail Page

Modify An Organization -School Detail View

View after clicking on “Manage Organization”

From here, you can correct building addresses.

Modify An Organization -School Detail View cont.

You can edit the Student and NSLP counts, and then click on “Submit”.

Creating New Users

From the landing page, click on “Manage Users” and then select organization from the list.

Click on “Create New User”

Creating New User

Modify address if necessary. The Billed Entity’s address is listed by default.

Enter User Details

Select permissions for the new user, which are defined on the site.

You can assign rights per form, or choose “Apply All”.

When done, click on “Continue”

Confirm New User

Confirm information and click on “Submit” and then “Yes” in the pop-up to proceed.

The new user will receive several emails prompting them to sign in to EPC, create a password, and accept the terms and conditions. Note: The user must accept the terms and conditions before you can modify their role.

First Email Received by New User

Click on portal link, select “Forgot Password” and follow directions. The new user will receive an email with a link to create new password, and an email called “New Task: Complete Terms and Conditions.

Accepting Terms and Conditions

New user will receive the “New Task” email. Click on the link, and then initial “Accept”. Enter User Name and Password to see “Terms and Conditions”.

Scroll to the bottom of the page, and click on “Accept”

Displaying Users and Rights

Go to “Manage Users” and “Add and Remove Existing Users” to view user details.

Note: To remove a consultant, click on the “X” next to the user name. All other users can be deactivated, with the option to later reactive.

Removing (Deactivating) Other Users in Your Organization

• Select “Records” located on the main menu bar.

• Click on “Users”

Enter user’s name. After locating in list, click on user name link.

Removing (Deactivating) Other Users in Your Organization

The user profile opens. Click on “Related Actions” and then “Deactivate User”.

Removing (Deactivating) Other Users in Your Organization

Enter notes (a required field), click on “Submit”, and then “Yes” in the pop-up to proceed.

Note: User can be reactivated by following previous “Records” menu steps . After clicking on “Related Actions”, you will see a link to the right to “Reactive User”.

Click on “Manage Users” and then select organization from the list.

Click on “Manage User Permissions”

Managing User Permissions

We see an explanation of the permissions available.

Use the drop-down menu to assign the correct permissions, and click on “Submit”.

Managing User Permissions

Modify Account Administrator

From your landing page, choose your Billed Entity organization, and then “Related Actions”.

Modify Account Administrator

Click on “Modify Account Administrator”

Modify Account Administrator

EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck the box to the left of the current user’s name, and select the new administrator. Click on “Continue”, confirm information, and then select “Submit”.

Adding a Consulting Firm

From the landing page, select your organization, and then “Related Actions”. Click on “Manage Organizations”.

Adding a Consulting Firm

Select “Add a Consulting Firm”. Enter search information, such as name or CRN, and click on “Search”. Choose firm, and click on “Submit”.

Note: Once the firm has been added, you can go to “Add or Remove Existing Users” to add the individual consultant.