Logging into the Controlling Entity Dashboard

Logging into the Controlling Entity Dashboard

1

Logging in from MySBA Certifications Home Page

2

 

image-20241210-145013.png

 

Business applicants who are Points of Contact (POCs) for a Controlling Entity follow this login flow in MySBA Certifications:

  1. Start on the MySBA Certifications Home Page (http://certifications.sba.gov ).

  2. Click Login.

  3. On the MySBA Certifications Login Page, sign in with your credentials. (If you received an invitation to access or manage a Controlling Entity account, enter your invite code here or as prompted.)

  4. After successful login, you will land on the Controlling Entity Home Page (also referred to as the Controlling Entity Dashboard).

Important note: Controlling Entity POCs can only log in to an existing Controlling Entity account. You cannot create a new account or begin the standard onboarding/application process without an invite code from an affiliated applicant business.

3

   

MySBA Certifications Home Page

The MySBA Certifications Home Page (http://certifications.sba.gov ) serves as your starting point and provides business applicants with:

  • Overview and details on SBA certifications — Including descriptions of the four main certifications (and eight total programs), key benefits like access to federal set-aside contracts, sole-source opportunities, business development support, joint ventures, and priority surplus property.

  • Tools to assess readiness — Such as the "Should I Apply?" eligibility checker and "Prepare for Application" guidance to help determine if your business qualifies and get ready.

  • Account access — Prominent Sign Up / Login options (in the header/navigation) to create a new MySBA Certifications account or sign in. (Note: Some users, like Controlling Entity Points of Contact, may need an invite code and cannot self-register.)

  • Help and resources — Links to the Resources section, including the MySBA Certifications Knowledge Base (with how-to videos, FAQs, tips, document checklists, and updates), HUBZone Calculator, and more.

4

Log In Page
Sign Up Page

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
image-20260305-184500.png
image-20260305-184530.png

 

Once logged in, the User will land at their Controlling Entity Home Page with the following sections and elements:

  1. Header - The Header is a persistent section across all screens and dashboards. This section contains (from left to right):

    1. Dashboard - Commonly used to navigate back to the Home Page

    2. Messages - Navigates user to the messages portal

    3. Documents - A repository of previously uploaded documents

6
image-20260305-184941.png
image-20260305-185053.png

 

  1. Firm Notifications - The notification preview pane shows all relevant notifications from applicant businesses that are connected to the Controlling Entity.

7
image-20260305-185555.png
image-20260305-184530.png
  1. 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.

8
image-20260305-185819.png
image-20260305-184530.png
  1. 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.

9
image (3)-20260305-184319.png
image-20260305-190017.png

 

  1. 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.

10
image (3)-20260305-184319.png
image-20260305-190053.png
  1. 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.

11
image-20260305-190734.png

 

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
image-20260305-191314.png
Connection Requests Dashboard

 

The Connection Requests dashboard shows pending and reviewed connection requests from applicant businesses. Users can approve or deny connection requests in this dashboard.

13
image-20260305-191413.png
Subsidiaries Dashboard

 

The Subsidiaries Dashboard shows the current matrix holding companies and connected applicant businesses. Users can add, edit, or remove subsidiaries in this dashboard.

14
image-20260305-191523.png
Contributors Dashboard

 

The Contributors Dashboard shows all listed contributors across the controlling entity and holding companies. Users can add, edit, and remove contributors in this dashboard.

Need More Help?

If you're not finding what you're looking for, or need assistance understanding anything you've found, feel free to reach out!