ASSIST User Registration SOP l Contractors.pdf

User Registration l Contractors

SOP Disclaimer:

The content within this document is currently being updated. When the content is finalized, the current versions will be gradually replaced by the new and improved versions. Thank you for your patience as we work diligently to improve the ASSIST Help Repository contents!

Introduction 2 What is the Registration Module within ASSIST? 2 Who can access the Registration Module and/or who should be using Registration? 2

Navigation 3 How do I access the RegistrationModule within ASSIST? 3

Company POC Role 4 How Do I Edit My Profile Information as a Contractor? 5 How Do I Add or Remove Access to My Profile as a Contractor? 9 How Do I Manage Companies on My Account Profile? 13 How Do I Add or Remove Attachments on My Account Profile? 17 How Do I Find My Username if Forgotten as a Contractor? 20 How Do I Add a New Contractor to the Company Account? 22 How Do I Add a New Contractor to the Company Account as a POC? 28 How Do I Add or Remove a POC as Company POC? 32 How Do I Add or Remove Contract Access as Company POC? 37 How Do I Approve or Reject Existing Contractor Access to Contracts? (POC) 41 How Do I Approve or Reject System Access as a Contractor POC? 44 How Do I Approve or Reject Contractor User Accounts? 47 How Do I Edit Contract Details on Contractor POC? 54 How Do I Edit or Maintain the Company Account as a POC? 59 How Do I Edit Profile Alternates? 63 How Do I Edit the Company Profile as a Contractor POC? 67 How Do I Manage Contractor Company Points of Contact? 72

How Do I Reject a User Access to Your Company? 75 How Do I Request Access to a Company? 78 How Do I Request Access to a Contract? 81 How Do I Search for Contracts as Company POC? 84 How Do I View Contract Details as a Contractor? 86

Introduction Process for Clients to Register themselves or a GSA employee to register (on their behalf)

The ASSIST Registration system enables clients to self-register. However, in the event that clients are unable to register themselves, GSA users possess the ability to register clients users. A GSA employee can either submit their registration anonymously or while being logged into the ASSIST portal. Please refer to the below related help documents for complete details on registering a Client user type.

What is the Registration Module within ASSIST?

The ASSIST Registration module enables people to register for user accounts to gain access to ASSIST or CPRM.

Users of these applications may be categorized as:

1. GSA users - these are GSA Project Managers, GSA Contracting Officers or other GSA employees.

2. Client users - these are people from different government agencies, such as the Department of Agriculture, Department of the Navy, etc. that do business with the GSA and who need access to ASSIST applications.

3. Contractor users - these are people from the Industry Partner community that bid on and win task/delivery orders initiated by the GSA on behalf of their clients.

Who can access the Registration Module and/or who should be using Registration?

The ASSIST Registration module enables Contractors to register for user accounts for access to ASSIST applications, such as IT-Solutions Shop, TOS or the Contract Payment Reporting Module. On the Contractor User Registration form and the Contractor System Access page, the user may request access to these modules.

Select 'CPRM' if the user needs access to the Regional Business Applications, Contract Payment Reporting Module. The CPRM is an application that enables the GSA Government-wide Acquisition Contract (GWAC), Connections II, or OASIS Program Offices, Client Agencies and Contractors to track their awards, invoices and contract access fees.

When the User selects...

If approved, the user will be able to...

CPRM Access the CPRM system on behalf of the company, access order data, invoice data and CAF Pa data for orders awarded with the company contracts that they are approved to use.

ASSIST Access the ASSIST system on behalf of the company, access order data, and invoice data for ord awarded with the company contracts that they are approved to use.

Navigation

How do I access the RegistrationModule within ASSIST?

To access the Registration Module, you must begin by signing into the ASSIST Portal (https://assist.gsa.gov/) using your username and password. Click on the 'Registration' option in the primary navigation bar, then click on the appropriate dropdown depending on which action the user chooses to execute.

NOTE: This guide will explain in further detail which drop down option to choose based on the functionality described.

System Functionality and Workflow https://assist.gsa.gov/

Company POC Role This section describes the role of the Contractor Company Point of Contact (POC) in the GSA's ASSIST Registration module. The Company POC role in this context is limited to the ASSIST Registration module only.

Within the ASSIST Registration module, every contractor user is associated with one or more contractor companies, as appropriate for the individual's situation. Also, a contractor is associated with one or more of their company's contracts.

Therefore, the ASSIST Registration module:

● stores a profile for the contractor user information (i.e. username, email address...)

● stores a profile for the contractor company information (i.e. Company name, DUNS Number, NAICS codes, CAGE code, mailing address ...).

● stores a profile for the contractor's contract information (i.e. Contract Number, terms, address...)

The Company POC serves as the Point of Contact for their company in the ASSIST Registration module.

Specifically, the Company POC will have the same capabilities as all other contractor users, plus the ability to:

1. Approve user account requests for other prospective users in their company

2. Approve changes in privileges for other users in their company

3. Approve requests by company users to have access to company contracts

4. Create new user accounts for other people in their company

5. Create new company POCs to share the duties

6. Maintain the company profile information

7. Register new contracts

8. Maintain contract profiles

9. Perform annual validation of all company users

A Company POC may be designated as 'Primary' or 'Alternate', however both Primary and Alternate POCs have exactly the same abilities in the system.

How Do I Edit My Profile Information as a Contractor?

The Contractor User Maintenance 'Profile Information' page allows users to view basic information about their user profile, update passwords and to edit profile information. This page is editable by the registered individual or the Company Point of Contact. (POC) Note: to update your password, click the Edit button, then click the Change Password link.

Step 1. Click "Registration" on the menu and "My Profile" on the dropdown. The user account profile opens.

(If you are in the CPRM module you will only need to click the "My Profile" link.)

Step 2. The Contractor User Maintenance 'Profile Information' page is displayed.

Displayed in "View Mode" to enable you to view the profile information stored for the user account.

Step 3. Click the 'Edit' button to make changes.

Step 4. The page opens in 'edit' mode.

The page displays the following:

Username – User's username. This is the username used for logging into ASSIST. It is set during initial user account registration and may not be changed without the help of the AASBS Helpdesk.

First Name – User's first name. It is set during initial user account registration and may not be changed without the help of the AASBS Helpdesk.

M.I. – User's middle initial. It is set during initial user account registration and may not be changed without the help of the AASBS Helpdesk.

Last Name – User’s last name. It is set during initial user account registration and may not be changed without the help of the AASBS Helpdesk.

Editable Fields Email Address – User's office email address.

Change Password – Change Password link. Click this link to open the Change Password page. For more information, please see the Change Password help page.

Office Phone – The user’s office phone number.

Office Fax – The user’s office fax number. The office fax number is a required field because of an external system requirement. If you do not have a fax number, enter 111-111-1111.

Address Line 1 – The user’s mailing street address.

Address Line 2 – The user’s mailing street address details.

City – The user’s mailing address city.

State/Province – The user’s mailing address state or province.

Zip/Postal Code – The user’s mailing zip/postal code.

Country – The country the mailing address is located in.

https://web.itss.gsa.gov/itss/v41_helpdocs.nsf/74dea6448dc6b47a882572fa0063227b/e1857832f3d5621785257cbe007a1271?OpenDocument

Step 5. Select the 'Submit' button to save the changes. The user can also click the 'Cancel' button to discard changes.

How Do I Add or Remove Access to My Profile as a Contractor?

The Contractor User Maintenance 'System Access' page allows users to make access changes to the ASSIST Modules. This form is editable by the registered individual or the Company POC.

As Company POC, the new module will be available to the user upon their next login. If Not the Company POC, the new module must be approved by the Company POC before the user will have access to it in the ASSIST system.

If you remove a module, the change will be effective for the user upon their next login.

Option 1:

Step 1. Click 'Registration' on the menu then 'System Access' on the dropdown.

Option 2:

Step 1. Click 'Registration' on the menu then 'My Profile' on the dropdown.

Step 2. Click the 'System Access' hyperlink on the left navigator.

Step 3. The System Access page displays. Select the Modules applications the user will need access to.

CPRM - Select 'CPRM' if the user needs access to the Contract Payment Reporting Module (formerly, the GWAC Management Module). The CPRM is an application that enables the GSA Government-wide Acquisition Contract (GWAC), Connections II, and OASIS Program Offices, Client Agencies and Contractors to track their awards, invoices and contract access fees.

Step 4. Select a 'Default' mode.

Select either 'ASSIST' or 'CPRM', this module will automatically display at login.

Step 5. Click the 'Submit' button to save your changes or select the 'Cancel' button to discard changes.

How Do I Manage Companies on My Account Profile?

The 'Contractor User Maintenance Companies' page enables users to view, add and remove companies from the user account profile.

A contractor user account must be associated to at least one company, but may be associated to multiple companies, if appropriate for the particular user.

This page is editable by the registered individual or the Company POC.

If a New Company is added:

● As the Company POC, the new company will be available to the user upon their next login.

● As a Contractor, the new company must be approved by the Company POC before the user will have access to it in the ASSIST system.

If a Company is removed, the change will be effective for the user upon their next login.

Step 1. Select 'Registration' and 'Companies' on the dropdown.

Step 2. The 'Contractor User Maintenance Companies' page displays.

The table displays all companies that are associated with the user account.

● The table contents may be sorted by clicking the up or down arrow in any of the column headings.

● The table contents may be filtered by clicking in the filter icon to set criteria

Step 3. Select the 'Add Company' Button.

Step 4. The 'Add Existing Company' dialog box appears.

Enter all or a portion of the DUNS, DUNS + 4, or the company name in the Search box and click the gray 'Search' button.

Inspect the search results that appear in the table.

If the company desires to associate with this user, it should be registered first. Please contact the AASBS Helpdesk for assistance.

Step 5. Click the checkbox next to any row to associate to the user account. Click the blue 'Submit' button.

Click 'Cancel' to close the dialog box and return to the previous page.

Step 6. The Company will display in the chart on the 'Contractor User Maintenance Companies' page.

Step 7. Click the Red X to remove a company from the list associated with the user account.

At least one company needs to be associated. The system will ask to confirm the removal before the system completes the action.

How Do I Add or Remove Attachments on My Account Profile?

The Contractor User Maintenance - Attachments form enables you to view and remove attachments from the user account profile. This form is editable by the registered individual or the Company POC.

Step 1. Click "Registration", then Click on the “My Profile” menu option. Your account profile opens on your browser.

Step 2. Click on the "Attachments" link in the left-hand menu.

Step 3. The Contractor User Maintenance - Attachments page displays.

The table displays all attachments that are associated to the user account for each company associated to the user.

● The table contents may be sorted by clicking the up or down arrow in any of the column headings.

● The table contents may be filtered by clicking in the filter icon to set criteria.

Step 4. Click the Add Attachment link in the Action column of the table to open the upload dialog box to upload a new attachment.

Step 5. A pop up box populates to which allows users to select an attachment. Select the 'Pick File' button.

Step 6. Select a File to Attach and select the 'Save' button.

Step 7. The attachment appears in the grid. Click the attachment name, which displays as a blue link, to view the attachment.

Step 8. Click the Red 'X' to remove an attachment from the list associated to the user account. You will be asked to confirm the removal before the system completes the action.

To confirm removal select the 'Yes' button.

How Do I Find My Username if Forgotten as a Contractor?

If a Contractor or Client user cannot remember their username, use the self-service "Forgot Username" link to retrieve the ASSIST username.

For GSA users, ASSIST login utilizes your ENT username. If assistance is with this account, please do so via the GSA IT Service Desk: ITServiceDesk@gsa.gov or call 877-472-4877.

Step 1. On the Portal Home Page, click the "Forgot your Username?" link.

Step 2. The "Forgot Username" page is displayed. Enter the Email Address and select the 'Recover Username' button.

Step 3. Check your email.

An auto-generated email that provides the username associated with the email address.

If you do not receive an email, then it may be that there is no user account associated with the email entered on the form.

If you need additional help, please contact the AASBS Helpdesk for assistance.

How Do I Add a New Contractor to the Company Account?

The Contractor Registration Form enables you to register a new Contractor.

This task can be performed by contractors but only a POC can approve the account.

The New contractor account will be in pending status until the Company POC approves the account.

Access the GSA ASSIST Portal

Step 1. Click 'Registration' on the menu and 'Register New Contractor' on the drop-down.

https://web.itss.gsa.gov/itss/v41_helpdocs.nsf/74dea6448dc6b47a882572fa0063227b/c96c01792a39641b85257cbe007a1275?OpenDocument

Step 2. To search for the company, enter the 'DUNS Number' or 'Company' then select the 'Search' button.

Step 3. Find the company name in the section called 'Register a Company in ASSIST' data box, click the 'Company' name hyperlink.

Step 4. To verify the contractor already has an account, enter the contractor's email address and select 'Search'.

If the search result is 'YES', then the contractor already has a user account. Select 'Return to Login' to Return.

If the search result is 'NO', select 'Register' to proceed to register AND if the user is anonymous THEN the system shall display a 'Login' function.

Step 5. Complete the Contractor Information.

Step 6. Complete the System Access.

Select ASSIST, CPRM or both.

The default module will be set to display upon login.

Step 7. To add an additional company to the contractor's account profile, select the 'Add Company' button.

Step 8. Enter in a company name or DUNS, select the company desired and select the 'Submit' button.

Step 9. To add a contract to the new contractor account, select the 'Add Contract' button.

Step 10. Select the Company Name in the drop-down and select 'Search'. Select the desired contract from the populated results and select the blue 'Submit' button.

Step 11. Once the Contractor User Registration page is complete, select the blue 'Submit' button to save the

The user can also select the 'Cancel' button to discard changes. The New contractor account will be in pending status until the Company POC approves the account.

How Do I Add a New Contractor to the Company Account as a POC?

The Contractor Registration Form enables you to register a new Contractor. This task can be performed by contractors but only a POC can approve the account.

Step 1. Click Registration, then select 'Register a new Contractor'.

Step 2. Search for your company, find the company name in the section called "Register a Company in ASSIST", click the Company name.

Step 3. To verify if the contractor already has an account, enter the contractor's email address and select 'Search'.

If the search result is 'YES', then the contractor already has a user account. Return to the login page to login. If the search result is 'NO', select 'Register' to register yourself." AND if the user is anonymous THEN the system shall display a 'Login' function.

Step 4. Complete the Contractor Information.

Step 5. Complete the System Access.

Select ASSIST, CPRM or both. The default module will be set to display upon login.

Step 6. To add an additional company to the contractor's account profile, select the 'Add Company' button.

Step 7. Enter in a company name or DUNS, select the company desired and select the 'Submit' button.

Step 8. To add a contract to the new contractor account, select the 'Add Contract' button.

Step 9. Select the Company Name in the drop-down and select 'Search'. Select the desired contract from the populated results and select the blue 'Submit' button.

Step 10. Once the Contractor User Registration page is complete, select the blue 'Submit' button to save the

The user can also select the 'Cancel' button to discard changes.

The New contractor account will automatically go into approved status.

How Do I Add or Remove a POC as Company POC?

The Contractor Company POC form enables you to view the list of your company's POCs in the ASSIST Registration application. This form is able to be viewed by any contractor user associated with the company. This form is editable by the Company POCs for the company.

Step 1. Click 'Registration' on the menu and select 'Companies' on the drop-down.

Step 2. Click on the 'Company' hyperlink listed in the table.

Step 3. Select the 'POC Information' option on the left navigator.

Step 4. The Contractor Company POC page displays.

The table displays all Company POCs that are associated with the company.

● The table contents may be sorted by clicking the up or down arrow in any of the column headings.

● The table contents may be filtered by clicking in the filter icon to set criteria.

● Company POCs will have the ability to add new users as POCs and to remove existing POCs.

● Contractor users who are not Company POCs may only view the table.

Step 5. Click the 'Select User' button.

Step 6. The 'Add Existing POC Contractor' dialog box appears.

Step 7. At the top of the box, enter all or partial First and Last Name. Click Search.

This list is populated with users that are associated with the company. If the list populated does not display an expected user contact AASBS Helpdesk for assistance.

Click 'Cancel' to close the dialog box and return to the previous page.

Step 8. To Add a user, the selected desired name and highlighted row will appear blue. Click Submit.

The search table will close and you will see your selection in the text boxes above the table on the page.

Step 9. Select either the 'Alternate'' or 'Primary' role.

In either case, the selected user will have the same ability to act as a Company POC for the company.

Step 10. Click 'Add' to add the selected user to the list of Company POCs for the company.

The name will appear in the table below.

Step 11. To Remove a user, Click the Red X to remove an POC from the list associated with the company.

The system will ask to confirm the removal before it completes the action.

This button is only accessible by an existing Company POC for the company.

How Do I Add or Remove Contract Access as Company POC?

The Contractor User Maintenance 'Contract Access' page allows users to view, add and remove Contracts from the User Account Profile. This form is editable by the registered individual or the Company POC.

It is not required that every contractor user is associated with the contract in order to have an active account.

However, a contractor user account should be associated with one or more company contracts in order to bid on RFQs and win awards.

● If the user is the Company POC, the new contract will be available to the user upon their next login.

● If the user is not the Company POC, the new contract must be approved by the Company POC before the user will have access to it in the ASSIST system.

● If the user removes a contract, the change will be effective for the user upon their next login.

Step 1. Click 'Registration' on the toolbar and select "Contract Access" on the drop-down.

Step 2. The Contractor User Maintenance 'Contract Access' page displays.

The table displays all contracts that are associated with the user account.

● The table contents may be sorted by clicking the up or down arrow in any of the column headings.

● The table contents may be filtered by clicking in the filter icon to set criteria

Step 3. Click the Red X to remove a Contract from the list associated with the user account.

The system will ask to confirm the removal before the action is complete.

Step 4. To View the Contract Profile, Click the 'Contract Number' hyperlink and the page displays.

The 'Contract Number' is only able to be selected if the Access is in the 'Approved' Status. If you are a Company POC, the Contract Profile page is editable, otherwise it is view only.

Step 5. Click the 'Add Contract' button to add a new contract to this list associated to the user. The 'Contract Search' box appears.

At the top of the box, select a company name in the select field. Click Search. This list is populated with companies that are associated with the user.

Inspect the search results that appear in the table. If you do not see the contract that you wish to associate to this user, it should be registered first. Please contact the Company POC to request the contract is added or ASSIST Helpdesk for assistance.

Step 6. Select any checkbox to associate the contract to the account and click the 'Submit' button.

The search table will close and you will see your selections in the table on the page. If you are the Company POC for the company, then the Contract User Status will indicate "Approved", otherwise, it will indicate "Pending Approval" and the Company POC will receive an email notification to approve the access request.

The user can also click 'Cancel' to close the dialog box and return to the previous page.

The user can also click 'Cancel' to close the dialog box and return to the previous page.

How Do I Approve or Reject Existing Contractor Access to Contracts?

(POC)

This document describes how a Company POC user may approve or reject contractor user requests for access to company contracts.

There are two paths:

The Company POC will receive an email notification with information that a prospective user has requested access to one of their company contracts.

Step 1. Select 'Registration' and Click on 'Contract Access' on the dropdown.

Step 2. The Contract Access page displays. Select the correct 'Contract Number'.

Step 3. Select 'User Access' on the left navigator.

Step 4. The User Access page displays.

Review the chart for the desired user. If the user exists, select the desired action by selecting 'Reject' or 'Approve'. If the username does not exist proceed below.

Step 5. To allow the user access to the contract, click the 'Approve' hyperlink in the Action column of the table. To reject the user having access to the contract, click the 'Reject' hyperlink.

The system will send an email to the user with their approval or rejection information.

How Do I Approve or Reject System Access as a Contractor POC?

The 'POC System Access' page enables the Company POC to view, approve and reject all pending system access for user accounts in their company(s). This page presents all users who have requested access, but have not yet been approved. This page is accessible by Company POC users.

Step 1. Select 'Registration' on the menu and 'POC Pending Roles'

NOTE: This link is only visible to Company POC users.

Step 2. The 'POC Pending Roles' page displays the Company dropdown field populated with all companies for which the user is the Company POC. Select a Company and click the 'Search Pending Roles' button.

Step 3. Select a Company and click the 'Search Pending Roles' button.

Step 4. The search result table displays all Users and their role, who have requested access on behalf of the company. The users' displays are not yet approved.

Note: It is possible for a single user to appear in more than one row of the table. This is because there is a row for every "user system access". If there are no pending roles for a company, then the Search Result table will indicate 'No Results Found'.

● The table contents may be sorted by clicking the up or down arrow in any of the column headings.

● The table contents may be filtered by clicking in the filter icon to set criteria.

Step 5. Click the 'Approve' or 'Reject' hyperlink in the Action column.

See the Overview of Contractor User Roles page for more information about the possible roles.

Step 6. A confirmation box displays, select 'Yes' to continue with the selected Action.

How Do I Approve or Reject Contractor User Accounts?

This document describes how a Company POC user may approve or reject contractor user account requests.

Please note: For auditing purposes, all users will remain listed on the Contractor User Maintenance page.

There are two paths:

Approve / Reject Existing User Account Roles Reject Existing User Access to your Company

Step 1. Select 'Registration' and 'POC User Roles' on the dropdown menu.

Step 2. The 'POC User Roles' page displays. Find the desired User in the table and review the current roles.

Step 3. If users wish to reject one or more roles, click 'Reject' in the Action column of the table.

Step 4. If you wish to add one or more roles, click the username to open the user's account profile. Select System Access and make the necessary changes.

Step 5. The Profile Information page displays, select 'Edit' to make changes.

How Do I Change My Password as a Contractor?

Contractors and Client users can change their ASSIST password at any time, but must change it every 90 days. It is especially recommended to change the password if it is suspected that someone else may know it. This change is made on the User Profile page.

For GSA users, their ASSIST login utilizes their ENT password. If a change of password is needed, please do so via the GSA IT Service Desk: reset.gsa.gov or call them at: 877-472-4877.

Step 1. Select 'Registration' and click 'My Profile' on the dropdown.

Step 2. Click the blue 'Edit' button at the bottom of the page.

http://reset.gsa.gov/

Step 3. Click on the 'Change Password' hyperlink displayed.

Example of the Change Password link.

Step 4. Make the changes on the 'Change Password' page.

Current password - enter the existing password.

New password - Enter the new password. Passwords must contain at least 16 characters and no more than 30 characters. The password must include at least one upper-case letter, lower case letter, number, and special characters except for comma (,) or period (.). This is the password that this user will use for logging into ASSIST.

Confirm new password - Re-enter the same password as above.

Step 5. Click the 'Submit' button to save the new password.

Click the 'My Profile' option to return to your user profile.

The new password takes effect immediately. It will be good for 90 days.

For additional help, please contact the ASSIST Helpdesk for assistance.

https://web.itss.gsa.gov/itss/v41_helpdocs.nsf/74dea6448dc6b47a882572fa0063227b/c96c01792a39641b85257cbe007a1275?OpenDocument

How Do I Edit Contract Details on Contractor POC?

The 'Contract Details' page enables users to view basic information about the company's contract. This is viewable by any contractor user associated with the contract or by any GSA user. This page is editable by the Contractor Company POC for the company that is the awardee of the contract.

Each Contract Number must be unique in ASSIST. Company POCs can make their Contracts available to other contractor companies to reflect Reseller and Teaming Agreements. The 'originating' company is the company associated with the contract in eLibrary (FSS-19) or the one entered on the ASSIST contract record for non-Schedule contracts.

Resellers: Companies that the originating company identifies as 'Resellers' on a contract will see their company name and remit addresses on orders and awards.

Teaming Agreements: Companies that the originating company identifies as 'Teaming Agreement' companies will use the originating company name and remit addresses on orders and awards.

Step 1. Select 'Registration' and click 'Contract Access' on the dropdown.

Step 2. The 'Contract Access' page displays. Click on the 'Contract Number' in the table hyperlink displayed in the table.

Step 3. The 'Contract Details' page displays.

The page displays the following:

Contract Number - The Contract Number in eLibrary or the contract number on the contract's award document. If the source is eLibrary, it is non-editable.

From Date - The beginning date of the contract. If the source is eLibrary, it is non-editable.

To Date - The ending date of the contract. If the source is eLibrary, it is non-editable.

Contract Status - This is the status on the contract in ASSIST. Users may update the status to Approved in order to activate this contract.

Company Name - The company name of the awardee on the contract. If the source is eLibrary, it is non-editable.

Address Line 1 - The company street address of the awardee on the contract. If the source is eLibrary, it is non-editable.

Address Line 2 - The company street address 2 of the awardee on the contract. If the source is eLibrary, it is non-editable.

City - The company city of the awardee on the contract. If the source is eLibrary, it is non-editable.

State - The company state of the awardee on the contract. If the source is eLibrary, it is non-editable.

Zip - The company zip of the awardee on the contract. If the source is eLibrary, it is non-editable.

Country - The company country of the awardee on the contract.

Phone - The company phone of the awardee on the contract. If the source is eLibrary, it is non-editable.

Fax - Enter the company fax number of the awardee on the contract.

Email - The contact email address of the awardee on the contract. If the source is eLibrary, it is non-editable.

DUNS Number - The Dun & Bradstreet Number of the awardee on the contract. If the source is eLibrary, it is non-editable.

DUNS + 4 - The Dun & Bradstreet Plus 4 Number of the awardee on the contract. If the source is eLibrary, it is non-editable.

NAICS Code - The primary NAICS code associated with the contract. If the source is eLibrary, it is non-editable.

NAICS = North American Industry Classification System. See www.census.gov/eos/www/naics for more information.

Federal Tax ID - Enter the Federal Tax ID number of the awardee on the contract.

CAGE Code - Enter the contract awardee's Commercial and Government Entity (CAGE) Code. Contact the Defense Logistics Center at 1-866-606-8220 for more information or register on-line at http://www.dlis.dla.mil/cage_welcome.asp

Contract Family - Select the Contract Family for the contract. The Contract Family selection is a method to categorize the contract in the ASSIST systems. If unsure about the contract family selection, contract the AASBS

Helpdesk for assistance.

Company Classification - The company classifications of the awardee on the contract. If the source is eLibrary, it is non-editable.

Company Type - The company type of the awardee on the contract. If the source is eLibrary, it is non-editable.

Industry Type - Select the industry type of the awardee on the contract.

Payment Terms - The default is Net 30 Days. Enter your payment terms, if different.

Discount Terms - The discount terms of the awardee on the contract. If the source is eLibrary, it is non-editable.

Company Parent Name - Enter the parent company of the awardee on the contract, optional.

Contractor Rep - Enter the contractor representative of the awardee on the contract.

Issuing Agency - Select the agency that awarded the contract.

Government CO - Enter the Government Contracting Officer that awarded the contract.

Government CO Phone- Enter the phone number of the Government Contracting Officer that awarded the contract.

Comments - Enter any comments you may want to store about this contract.

Remittance Address section

Nick Name - Enter a simple name that will enable you to identify this remittance address in the future. For example, if the address is in San Diego, CA, you might enter "San Diego" which would differentiate it from a different address your company may have in San Jose, CA.

Address 1 - Enter the Awardee's Remittance Street Address 1, i.e. 123 Main Street.

Address 2 - Enter the Awardee's Remittance Street Address 2, i.e. Suite 101.

City - Enter the Awardees Remittance City.

State - Select the Awardee's Remittance State.

Zip - Enter the Awardee's Remittance Zip.

Country - Select the Awardees Remittance Country.

Step 4. Click the 'Edit' button to make the page editable.

The GSA user or the Contractor POC for this contract's company, will see the 'Edit' button.

If a user is not a Contractor POC for this company and wishes to update the data on this page, please contact the

Contractor POC.

Step 5. Edit the data then select the 'Submit' button to save. The user can also select the 'Cancel' button to discard changes.

This section enables users to view and enter information about the contract.

If this is an eLibrary contract, most data in this section is pulled from the eLibrary and is not editable If registering a Non-Schedule contract, then all data fields are editable.

For an eLibrary contract: if the non-editable data is not correct, please correct it in eLibrary. Changes to the eLibrary data will be reflected on this page the next day. Each night the ASSIST Contract information is updated from eLibrary.

How Do I Edit or Maintain the Company Account as a POC?

The 'Contractor Company User Maintenance' page enables users to view the list of all users associated with the company. The Company POC may search for users, filter by specific users, Approve/Reject and may add new users. This page is accessible by the Company POCs for the company.

Step 1. Select 'Registration' and Click on 'Companies' in the dropdown.

Step 2. The Contractor Company User Maintenance displays. The table displays all users that are associated with the company. Click the 'Company Name.'

● The table contents may be sorted by clicking the up or down arrow in any of the column headings.

● The table contents may be filtered by clicking in the filter icon to set criteria

Step 3. The 'Company Details' page is displayed, select 'User' on the left navigator.

Step 4. Click the 'Approve' or 'Reject' hyperlink displayed under the Action box to change the user status.

● Click the 'Approve' link to approve the user that is currently in Pending Approval or Rejected status.

● Click the 'Edit' link to edit the user's settings for Open Market, Submit Quote and Signer.

● Click the 'Reject' link to reject a user that is currently in Pending Approval or Approved status. This will reject the user for access to the company and the user will not be able to view company data.

Step 5. Click the 'Add User' button to add a new user to this list from the group of existing users.

When the 'Add User' button is selected, the 'Add Existing Contractor' User pop up box appears.

Step 6. Enter all or partial letters of the First and Last Name. Click the 'Search' button.

Step 7. Inspect the search results that appear in the table, select a User and click the blue 'Submit' button.

● All the users who have user accounts in ASSIST that match the search criteria.

● Click on a radio button in a row to select the name of a person you wish to be a user for this company. The highlighted row will appear blue. Click 'Submit.' The search table will close and you will see your selection in the table on the page. With this action, the user is associated with the company and will automatically have access to all modules they've previously been approved for, for this company.

● Click Cancel to close the dialog box and return to the previous page.

● If a person is not listed that you expect, please contact the ASSIST Helpdesk for assistance.

How Do I Edit Profile Alternates?

The' Contractor User Maintenance Alternates' page enables users to view, add and remove users in the company(s) that may serve as alternates. This page is editable by the registered individual.

Contractor Alternates are persons who are registered and approved under the same company as the primary contractor representative.

● Each Contractor User may identify a maximum of three alternates for each of their companies.

● Contractor Alternates have the same read and write access and Alternates also get some of the same email notifications as the primary contractor named on an order.

● Contractor Alternates are identified on this page in the Registration module.

Step 1. Click 'Registration' and 'Alternates' on the dropdown.

Step 2. The 'Contractor User Alternates' page displays. The table displays all other users that are identified as alternates for the user account.

● The table contents may be sorted by clicking the up or down arrow in any of the column headings.

● The table contents may be filtered by clicking in the filter icon to set criteria.

Step 3. Click the Red X to remove an alternate from the list associated with the user account.

The system will ask to confirm the removal before it completes the action.

Step 4. To add an alternate, Click the 'Add Alternate' button.

When the 'Add Alternate' button is clicked, the 'Add Alternate User' pop up box appears.

Step 5. At the top of the box, select a company name on the dropdown. Click the 'Search' button.

This list is populated with companies that are associated with the user.

Step 6. Inspect the search results that appear in the table. Click the 'checkbox' to select the desired user to serve as an Alternate and select the blue 'Submit' button.

All the users who are associated with the selected company will display.

Click 'Cancel' to close the dialog box and return to the previous page.

If an expected user is not displayed in the list, please contact the ASSIST Helpdesk for assistance.

How Do I Edit the Company Profile as a Contractor POC?

The 'Contractor Company Profile' page enables contractors to view basic information about the company's profile.

This page is able to be viewed by any contractor user associated with the company. This page is editable by the Company POC.

Step 1. Click 'Registration' and 'Companies' on the dropdown.

Step 1. Click the 'Company Name' hyperlink.

Step 2. The 'Contractor Company Profile' page displays.

This displays in view mode but as Company POC for the company, the Edit button will display. If not a Company POC for the company and wish to update the data on this page, please contact the Company POC or ASSIST Helpdesk for assistance.

Step 3. Select the 'Edit' button.

Step 4. Edit the Company Details as needed.

This section enables users to view and edit information about the company. Most data in this section is pulled from the System for Award Management (SAM) and is not editable.

To edit the company information text that is displayed on the page, please do so in SAM (www.sam.gov). Changes to your SAM data will be reflected on this form in one or two business days. Each night the ASSIST Company information is updated from SAM.

DUNS Number - The Dun & Bradstreet Number for the company. Source: SAM.

DUNS + 4 - The Dun & Bradstreet Plus 4 Number for the company. Source: SAM.

Federal Tax ID (TIN) - The Federal Tax ID number for the company. Source: SAM.

Company Name - The company name, as registered in SAM. Source: SAM.

Address Line 1 - The company street address. Source: SAM.

Address Line 2 - The company street address 2. Source: SAM.

City - The company city. Source: SAM.

State/Province - The company state or province. Source: SAM.

Zip/Postal Code - The company zip or postal code. Source: SAM.

Country - The company country. Source: SAM.

Company Classification - The company classifications, as registered in SAM. Source: SAM.

NAICS Code - Enter a NAICS code and click 'Add' to add it to the table directly below. You may remove a NAICS code from the list by clicking the red X in the table. NAICS = North American Industry Classification System. See www.census.gov/eos/www/naics for more information.

Cage Code - Enter the company's Commercial and Government Entity (CAGE) Code. Contact the Defense Logistics Center at 1-866-606-8220 for more information or register on-line at http://www.dlis.dla.mil/cage_welcome.asp Payment Terms - The default is Net 30 Days. Enter your payment terms, if different.

Company Type - Select your company type.

Industry Type - Select your industry type.

Office Phone - Enter the company office phone number and extension, if applicable.

Office Fax - Enter the company office fax number. The office fax number is a required field because of an external system requirement. If you do not have a fax number, enter 111-111-1111.

Step 5. Select 'Submit' to save or 'Cancel' to discard changes.

Any changes made to the company profile will only be reflected on future activities in the ASSIST applications. If you need the changes reflected on any of your current open activities, such as on an ITSS order, you must contact your

GSA representative to have him or her make the updates necessary.

If there are any necessary changes that you cannot make on the form yourself, please contact the ASSIST

Helpdesk for assistance.

How Do I Manage Contractor Company Points of Contact?

This document describes how to manage the set of Company POCs for a Company, this is done by the Contractor

POC.

Step 1. Click 'Registration' and 'Companies' on the dropdown.

Step 2. The 'User Maintenance Companies' page displays. Select the 'Company Name' hyperlink.

Step 3. The Company Details page displays, select 'POC Information' on the left navigator.

Step 4. The Contractor Company POC page displays, review the list of existing Company POCs to verify that the correct people are listed.

Step 5. To add a new user, click the 'Select User' button.

Step 6. A dialog box will appear, search for the desired user.

Step 7. Select the desired user and click the 'Submit' button.

Step 8. Select if the user will be the 'Primary' or 'Alternate' POC. Select the 'Add' button.

How Do I Reject a User Access to Your Company?

If you wish to simply reject an existing user's access to your company, but leave roles and access to another company, then follow this process:

Step 1. Select 'Registration' on the toolbar and 'Companies' on the dropdown.

Step 2. .While viewing the Company profile, click on the "Users" link in the left-hand menu.

Step 3. Review the list of users in the table. Find the name of the person that you wish to reject from your company.

Step 4. Check the User Status entry. If it is 'Approved' and if you want to remove this user, click the 'Reject' link in the Action column.

Step 5. The system will send an email to the new user with the rejection information.

How Do I Request Access to a Company?

This document describes how a registered contractor user may request access to additional Contractor Companies.

If you are not registered in ASSIST see: Process to Register a Contractor User

The process to request access to a new company is a self-service process that requires approval by the Company

POC.

Step 1. Click 'Registration' on the menu and 'Companies' on the dropdown.

Step 2. Review the list and Verify that the company being searched is not already associated with the user's account.

Step 3. Click the 'Add Company' button.

Step 4. The 'Add Existing Company' pop-up displays.

Enter DUNS, DUNS + 4 or Company Name in the Search Box. Click Search. A list of companies that match search are displayed.

If the user can not find the company in the list, they can contact the AASBS Helpdesk for assistance. The new company will need to be registered and associated with the correct Company Point of Contact.

Step 5. If the desired company displays in the list, click the company name to highlight the row. Select the 'Submit' button.

If the user is a Company POC, the system will present the new company associated with your user account with the status set to "Approved."

If the user is not the Company POC, the new company will be shown in the list with the status set to "Pending Approval."

How Do I Request Access to a Contract?

This document describes how a registered contractor user may request access to additional, existing Company Contracts.

If you are not registered in ASSIST see: Process to Register a Contractor User

If the Contract is not registered in ASSIST see: Process to Register a Contract

Process: The process to request access to a new contract is a self-service process that requires approval by the Contractor POC.

Step 1. Click 'Registration on the menu and 'Contract Access' on the dropdown.

Step 2. Review the list, verify the desired contract not already associated with the user's account.

Step 3. Click the 'Add Contract' button.

Add Contract Search pop up displays.

Step 4. Select the Company Name in the Search Box and Click Search.

A list of contracts already registered for this company are displayed.

Step 5. If the contract cannot be found in the list...

● If the user is the Company POC, they may register the Contract. See the Process to Register a Contract for more help.

● If the user is not the Company POC, contact the AASBS Helpdesk for assistance. The new contract will need to be registered before it can be associated with a user account.

Step 6. If the contract can be found in the list, click the Contract Number to highlight the row and click Submit.

● If the user is a Company POC, the system will present the new company associated with their user account with the status set to "Approved."

● If the user is not the Company POC, the new company will be shown in the list with the status set to "Pending Approval."

How Do I Search for Contracts as Company POC?

The Contractor Company Contracts form enables users to view the list of contracts associated with the company.

The Company POCs may access contract details from this page. This form is accessible by Company POCs for the company.

Step 1. Click 'Registration' on the toolbar and select 'Contract Access' on the dropdown.

Step 2. The Contractor Company Contracts page displays.

The table displays all contracts that are associated with the company.

● The table contents may be sorted by clicking the up or down arrow in any of the column headings.

● The table contents may be filtered by clicking in the filter icon to set criteria.

Step 3. Click the 'Contract Number' hyperlink to open the Contract Details page.

How Do I View Contract Details as a Contractor?

The Contract Details page enables users to view basic information about the company's contract. This page is viewable by any contractor user associated with the contract or by any GSA user. It is editable by the Contractor Company Point of Contact (POC) for the company that is the awardee of the contract.

Each Contract Number must be unique in ASSIST. Company POCs can make their Contracts available to other contractor companies to reflect Reseller and Teaming Agreements. The 'originating' company is the company associated with the contract in eLibrary (FSS-19) or the one entered on the ASSIST contract record for non-Schedule contracts.

Option 1:

Step 1. Select 'Registration' on the toolbar and 'Contact Access' on the dropdown.

Option 2:

Step 1. Select 'Registration' on the toolbar and 'My Profile' on the dropdown. Click on the "Contract Access" option in the left-hand menu.

Step 2. When the 'Contract Access' page displays, click on the 'Contract Number' hyperlink.

Step 3. The 'Contract Details' page displays.

The following information will be displayed on the page.

Contract Number - The Contract Number in eLibrary or the contract number on the contract's award document. If the source is eLibrary, it is non-editable.

From Date - The beginning date of the contract. If the source is eLibrary, it is non-editable.

To Date - The ending date of the contract. If the source is eLibrary, it is non-editable.

Contract Status - This is the status on the contract in ASSIST. You may update the status to Approved in order to activate this contract.

Company Name - The company name of the awardee on the contract. If the source is eLibrary, it is non-editable.

Address Line 1 - The company street address of the awardee on the contract. If the source is eLibrary, it is non-editable.

Address Line 2 - The company street address 2 of the awardee on the contract. If the source is eLibrary, it is non-editable.

City - The company city of the awardee on the contract. If the source is eLibrary, it is non-editable.

State - The company state of the awardee on the contract. If the source is eLibrary, it is non-editable.

Zip - The company zip of the awardee on the contract. If the source is eLibrary, it is non-editable.

Country - The company country of the awardee on the contract.

Phone - The company phone of the awardee on the contract. If the source is eLibrary, it is non-editable.

Fax - Enter the company fax number of the…