FAQ: SET SEG Account Access
Q: How do I log into my SET SEG portal?
In the top, right-hand corner of the homepage, under ACCOUNT LOGIN, type your username and password.
Q: HOW DO I SIGN UP AS A USER?
Contact the Primary User for your district’s account (business manager-equivalent) or your school’s business office and request that they add you as a new user under the account. They will be required to log into their account and add you under the MANAGE USERS tab within their portal (see additional instructions below).
To sign up as a Primary User (account administrator):
To maintain security, only one (1) Primary User is allowed per account. Click here to fill out a request form to change your account’s Primary User. Once your request has been submitted it will be validated and processed, which could take up to 24 hours.
Q: WHAT INFORMATION IS ACCESSIBLE UNDER EACH OF THE USER PERMISSION LEVELS?
There are four different permission levels for users that grant varying levels of accessibility to information within the secure SET SEG website portal. Permission levels should be assigned according to a user’s job or position within your organization to limit information as appropriate.
Permission Levels:
- PRIMARY: User has permission to add, delete, or modify all users within their member account and access to all available services including forms, reports, web tools, member documents, and resources. This permission level has access to all sub-permission levels including Support, Invoices, and ACATR.
- SUPPORT: User has access to all available services, but does not include ACATR. This level of access includes forms, reports, web tools, member documents, and resources.
- INVOICES: User has access to view invoices only for all services.
- ACATR: User has access to all web tools related to the ACA Tracking & Reporting (ACATR) service, including reports, member documents, and submissions. If you need access to SyncStream, click here to access our ACATR FAQ.
Q: HOW DO I ADD ANOTHER PRIMARY USER TO OUR ACCOUNT?
For security purposes, only one (1) Primary User is allowed per account.
Q: HOW DO I CHANGE THE PRIMARY USER FOR OUR ACCOUNT?
To maintain security, only one (1) Primary User is allowed per account. Click here to fill out a request form to change your account’s Primary User. Once your request has been submitted it will be validated and processed, which could take up to 24 hours.
FOR PRIMARY USERS
Q: HOW DO I ADD A USER?
Log into your SET SEG Account. Click on the MY ACCOUNT tab, then select MANAGE USERS from the dropdown menu. In the EDIT USER column within the chart, click the Add New User button to add another employee to your account.
The user will be notified via email and will receive additional instructions to complete the setup of their new SET SEG account. In addition, you, as the Primary User, will also receive a confirmation email.
Q: HOW DO I EDIT AN EXISTING USER?
Log into your SET SEG Account. Click on the MY ACCOUNT tab, then select MANAGE USERS from the dropdown menu. In the EDIT USER column within the chart, click the Modify button then select the appropriate level based on their role within your organization.
After a change is made, the user will be notified via email and, you, as the Primary User, will also receive a confirmation email for each change that’s made.
Q: HOW DO I REMOVE A USER?
Log into your SET SEG Account. Click on the MY ACCOUNT tab, then select MANAGE USERS from the dropdown menu. In the EDIT USER column within the chart, click the Remove button to delete this employee from your account.
The user will be notified via email and, you, as the Primary User, will also receive a confirmation email. If the user had access to SyncStream through ACATR, it may take up to 24 hours before this user loses access to their SyncStream account.
Q: IF I MANAGE USERS FOR MULTIPLE ACCOUNTS, HOW DO I SWITCH BETWEEN DISTRICTS?
Log into your SET SEG Account. Click on the MY ACCOUNT tab, then select MANAGE USERS from the dropdown menu. Use the dropdown menu at the top of the page to select the district you’d like to view from the list, then click the SWITCH ACCOUNT button. This will update the chart to show the users for the selected account.