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Logging into the Controlling Entity Dashboard

Logging into the Controlling Entity Dashboard

 

 

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Logging in from MySBA Certifications Home Page

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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.

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MySBA Certifications Home Page

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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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.

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Controlling Entity Home Page - Header

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

    4. Entity Profile - Basic information about the Controlling Entity

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

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Controlling Entity Home Page - Applications
  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.

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Controlling Entity Home Page - Connection Requests Preview
  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.

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Controlling Entity Home Page - Subsidiaries Preview
  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.

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Controlling Entity Home Page - Contributors Preview
  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.

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Controlling Entity Application

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.

 

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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.

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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.

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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.

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