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

“E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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Page 1: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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.

Page 2: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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

Page 3: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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.

Page 4: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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.

Page 5: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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.

Page 6: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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.

Page 7: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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

“Related Actions” Menu

Page 8: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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

Page 9: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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

Page 10: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

Modify An Organization -School Detail View

View after clicking on “Manage Organization”

From here, you can correct building addresses.

Page 11: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

Modify An Organization -School Detail View cont.

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

Page 12: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

Creating New Users

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

Click on “Create New User”

Page 13: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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”

Page 14: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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.

Page 15: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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.

Page 16: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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”

Page 17: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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.

Page 18: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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.

Page 19: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

Removing (Deactivating) Other Users in Your Organization

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

Page 20: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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”.

Page 21: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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

Click on “Manage User Permissions”

Managing User Permissions

Page 22: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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

Page 23: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

Modify Account Administrator

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

Page 24: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

Modify Account Administrator

Click on “Modify Account Administrator”

Page 25: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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”.

Page 26: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

Adding a Consulting Firm

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

Page 27: “E-Rate Productivity enter (EP)” logo. You · 2016. 9. 16. · EPC allows only one user to be designated as the account administrator. To change the current administrator, uncheck

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.