Organization Administrators
If you are an Organization Administrator, you can perform the following tasks on the portal:
- Search for partner organizations, and modify their information
- Add partner organizations
- Add or remove partner organization approvers
Start by clicking on the Manage Partner Organizations link under Provisioning Tools on the Main Menu.
Step 1
On the Manage Partner Organizations screen, select Add Organization.
Step 2
On the Add Partner Organization screen, enter the organization's details.
- All fields are required except for Description.
- Enter only numerical values for the Partner Organization Tax ID. Do not add hyphens.
- Enter the phone number in the following format: xxx-xxx-xxxx.
Step 3
To add an agency sponsor:
- Select the Search Agency Sponsor lookup beside HHS Agency Sponsor.
- On the Search for User screen, enter information in at least one field and select Search.
- Search results appear at the bottom of the page. Select the last name of the user to assign them as the HHS Agency Sponsor.
Step 4
Click Submit on the Add Partner Organization screen to complete the process. The organization is now added to the system.
On the Manage Partner Organizations screen, enter the organization's Tax Identification Number and/or the name in the fields provided, then select Search. Search results appear at the bottom of the screen.
Step 1
On the Manage Partner Organizations screen, enter the organization's Tax Identification Number and/or the name in the fields provided, then select Search.
Step 2
When the search results appear, click View Details inside the partner organization's row.
Step 1
On the Manage Partner Organizations screen, enter the organization's Tax Identification Number and/or the name in the fields provided, then select Search.
Step 2
When the search results appear, click Modify inside the partner organization's row, which opens the Modify Partner Organization screen.
Step 3
Make the desired changes and click Submit.
You can manage partner organization approvers in one of two ways:
- Click the Manage Approvers link in the organization's row on the Manage Partner Organizations screen.
- Click Manage Approvers on the Modify Partner Organization screen.
Both actions take you to the Manage Organization Approvers screen.
Step 1
On the Manage Partner Organizations screen, enter the organization's Tax Identification Number and/or the name in the fields provided, then select Search. Search results appear at the bottom of the screen.
Step 2
Click Manage Approvers in the row of the partner organization.
Step 3
On the Manage Organization Approvers screen, click Remove in the row of the approver that you want to approve.
Step 1
On the Manage Partner Organizations screen, enter the organization's Tax Identification Number and/or the name in the fields provided, then select Search. Search results appear at the bottom of the screen.
Step 2
Click Manage Approvers in the row of the partner organization.
Step 3
Click Add Approvers on the Manage Organization Approvers screen, which opens the Add Organization Approver screen.
Step 4
Search for an approver using at least one of the search criteria and click Search.
Step 5
When the search results appear, click Add as Approver in the user's row to finalize the action.