1 | Logging in from MySBA Certifications Home Page |
2 |  | Business applicants encounter screens in the following order when accessing MySBA Certifications: MySBA Certifications Home Page (Certifications.sba.gov) > Login Page > Controlling Entity Dashboard Step 1 - User selects Login from the MySBA Certifications Home Page (Certifications.sba.gov) Step 2 - User is navigated to the MySBA Certifications Login Page and signs in Step 3 - User is navigated to the Controlling Entity Home Page Note: Controlling Entity POCs may only log in to an existing Controlling Entity account. Users cannot create a new account or start the onboarding process without an invite code. |
3 |  | The MySBA Certifications Home Page (Certifications.sba.gov) provides business applicants with: Information on SBA certifications Access to login or registration for a MySBA Certifications account Access to the MySBA Certifications Knowledge Base
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4 |   | The MySBA Certifications Login Page displays after a user selects Login on the MySBA Certifications Home Page. If a user needs to create an account they can click Sign Up to view the Sign Up page and create an account. |
5 |  | Once logged in, the User will land at their Controlling Entity Home Page with the following sections and elements: Header - The Header is a persistent section across all screens and dashboards. This section contains (from left to right): Dashboard - Commonly used to navigate back to the Home Page Messages - Navigates user to the messages portal Documents - A repository of previously uploaded documents
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6 |  | Firm Notifications - The notification preview pane shows all relevant notifications from applicant businesses that are connected to the Controlling Entity.
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7 |  | Applications - The applications preview shows the Controlling Entity Application whether started, in-progress, or submitted. Users can click Continue to complete their draft application. Once the application is submitted, users can click View to see a read-only version of the application.
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8 |  | Connection Requests Preview - The connection requests preview section shows all pending connection requests from applicant businesses. Users can click Open to navigate to the Connection Requests section.
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9 |  | Subsidiaries Preview - The subsidiaries preview shows a high-level overview of all holding companies and applicant businesses aligned to a user’s Controlling Entity Matrix. Users can click Open to navigate to the Subsidiaries section.
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10 |  | Contributors Preview - The contributors preview shows a high-level overview of all Controlling Entity contributors. Users can click Open to navigate to the Contributors section.
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11 |  | The Controlling Entity Application is filled out and submitted for SBA review. An Entity-Owned Business application cannot be approved until the associated Controlling Entity Application has been approved as well. |
12 |  | The Connection Requests dashboard shows pending and reviewed connection requests from applicant businesses. Users can approve or deny connection requests in this dashboard. |
13 |  | The Subsidiaries Dashboard shows the current matrix holding companies and connected applicant businesses. Users can add, edit, or remove subsidiaries in this dashboard. |
14 |  | The Contributors Dashboard shows all listed contributors across the controlling entity and holding companies. Users can add, edit, and remove contributors in this dashboard. |