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Please contact help desk support if you need to set up a new reporting/admin account. In your request, please indicate the following information.

• New user's name and email address.
• This new user requires the following permissions:
  • Full permissions (Y/N)
  • If NO, what permissions do they require?
  • Multi Site Access
    • All of my agency's sites (Y/N)
    • If no, please which list sites the user needs access to?
  • Manage site staff (Y/N)
  • NEP/NSP
    • Create new NEP/NSP Transactions and clients (Y/N)
    • Edit existing NEP/NSP Transactions (Y/N)
    • Delete existing NEP/NSP Transactions (Y/N)
  • Clients
    • Edit Clients (Y/N)
    • Delete Clients (Y/N)
  • Reports
    • All available reports (Y/N)
    • If no, what reports do they need access to?