Step 1
Determine Eligibility and Assign Administrators
- Your organization must be an eligible partner. Visit General Information for Partners to learn more about eligibility requirements.
- Identify and assign a Primary Administrator (and a Secondary Administrator, if applicable). For more on administrative roles, see Organizational Personnel.
Note: Once the Initial Application and Third-Party Servicer inquiry are approved, Eligibility & Oversight Administrators will automatically be assigned the initial Primary Administrator role. This designation can later be updated in the Account Access Management Center.
📘 For more guidance, refer to the following resources:
- Enrollment and Management for Systems and Services Recorded Webinar
- Enrollment and Management for Systems and Services for School Administrators
- Enrollment and Management for Systems and Services (TPS Administrators)
- Enrollment and Management for Systems and Services (Non-TPS and Non-School Administrators)
- Enrollment and Management for Systems and Services for Foreign School Administrators
Step 2
Determine Your Needs
The Primary Administrator will assess the organization’s needs and initiate enrollment for a Primary SAIG Mailbox and/or other FSA system access.
- Identify which batch services and systems your organization will access (e.g., COD, NSLDS, CPS).
- Determine how many SAIG mailboxes are needed (e.g., for different systems or campuses).
Once needs are identified:
- The Primary Administrator initiates the request through the Account Access Management Center.
- A Secondary Administrator may be designated (if applicable).
- The Primary Administrator must acknowledge the Responsibilities of FSA Partner Connect Users and electronically sign the agreement.
📘 For more information, see the SAIG Mailbox Enrollment and Management Webinar.
Step 3
Submit Electronic Forms for Approval
This step ensures that the Authorizing Official (President, CEO, or Designee) approves the enrollment and administrator assignments.
- During enrollment, the Primary Administrator submits the Authorizing Official Approval Form via DocuSign.
- The Authorizing Official reviews and digitally signs the form, confirming their understanding of responsibilities.
Note: This approval is required to:
- Create a SAIG Mailbox
- Enroll in most systems and services
- Approve new Primary/Secondary Administrators
Once approved, the Primary Administrator will receive:
- A SAIG Mailbox Number
- Instructions for installing EDconnect software
- Credentials for accessing the mailbox
📘 For more details, refer to the Enrollment and Management for Systems and Services Job Aid.
Step 4
Enroll Users
Primary or Secondary Administrators can now add users and/or mailboxes to their organization.
- Log in to the Account Access Management Center and select “Add a New User.”
- Choose the appropriate access levels (e.g., EDconnect access, non-SAIG system access).
- Acknowledge the Responsibilities of FSA Partner Connect Users, sign electronically, and enter the current date.
New users will:
- Receive an email with a link to the FSA Partner Connect Access Form
- Have their access approved by the Authorizing Official (if required)
- Receive a follow-up email with their FSA User ID and instructions to set up their password
📘 For more information, consult the Account Creation and Management Job Aid.