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SBA Hot Topic Tuesday — Mandatory SBA CLS Account Recertification

January 5, 2016

By Bob Coleman
Editor, Hot Topic Tuesday

SBA Hot Topic Tuesday — Mandatory SBA CLS Account Recertification

Any SBA lender using the Capital Access Login System, (Etran and SBAOne) must re-certify users accounts and access rights between January 11th and February 11th.

“Accounts that are not recertified by the end of the recertification period will be removed from the SBA CLS system with no further notice.”

CAFS is accessed via the production URL at https://caweb.sba.gov and the test URL at https://catweb2.sba.gov. If you have questions, contact CAFS@SBA.gov.

APPROVING NEW ACCOUNTS (AUTHENTICATION)
1. Go to the production or test URL.
2. Log into the system.
3. Select “Admin” on the navigation bar and navigate to Security -> Pending Access Requests (Menu on Left Side of Screen) -> Authentication.
4. Find the records you need to decision. Select the appropriate radio button (Approve/Decline) for each record.
5. Select Submit.
NOTE – When a new account is created with you as an AO, or when an existing account adds you as their AO, that account will be temporarily suspended until you authenticate as described above.

APPROVING ROLES (AUTHORIZATION)
1. Go to the production or test URL.
2. Log into the system.
3. Select “Admin” on the navigation bar and navigate to Security -> Pending Access Requests (using the menu on the left side of the screen) -> Level I Authorization.
4. Find the records you need to decision. Select the appropriate radio button (Approve/Decline) for each record.
5. Select Submit.
6. All Level I approved requests will then be automatically forwarded to the appropriate Program Office and OCA IT Security for further review and final approval. The approval process can take up to 5 business days.

BI-ANNUAL ACCOUNT RECERTIFICATION
1. Twice a year, you will receive an email to review the access rights and role permissions associated with each user that you approved as the AO. Click on the link in the email.
2. Log into the system.
3. Select “Admin” on the navigation bar and navigate to Security -> Recertification Decision.
4. Find the records you need to decision. Select the appropriate radio button (Approve/Decline) for each record.
5. Select Submit.

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