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SAM User Guides
Click on the hyperlinked guide name to view and download the guide.
| Guide | Description |
|---|---|
| SAM Quick User Guide | Includes how to change your password, security questions and account consolidation. |
| SAM User Guide | Includes SAM overview, as well as portal navigation and basic functions. |
| SAM Administrator Guide | Reviews SAM Admin roles & responsibilities, common tasks and functions. |
| SAM Account Consolidation User Guide | This guide provides information and instructions on the new account consolidation feature, as it relates to users. |
| SAM Account Consolidation SP Admin Guide | This guide provides information and instructions on the new account consolidation feature, as it relates to SP Admins. |
| SAM Reporting Guide | This guide provides information and instructions on the new reporting feature in SAM. |
| SAM Organization Registration Guide | Includes how to register an organization and assign administrators. |
| SAM Region Codes | Includes a list of country region codes. |
SAM Bulk Upload Templates
Below are the Excel/CSV files you can download for the Bulk Actions in SAM. Please select the correct Bulk Upload file for either the Original User/Bulk Actions Upload OR the BETA Bulk Actions Upload. (NOTE: You can only use the BETA file for the BETA Bulk Actions upload).
| Template | Description |
|---|---|
| SAM User Upload .CSV File | (Original) Template Excel CSV File for Bulk User Upload in Batch (Bulk). |
| SAM Batch Description .CSV File | (Original) Template Excel CSV File to Subscribe Users to Application in Batch (Bulk). |
| SAM Batch Email Activation .CSV File | (Original) Template Excel CSV File to Batch-Resend SAM Activation Emails to Inactive Users. |
| BETA Bulk Uploads Template CSV | BETA version CSV file bulk upload (users/actions). |
| BETA Bulk Uploads Template XLS | BETA version Excel Workbook bulk upload (users/actions). |
SAM FAQs
Links to most Frequently Asked Questions about the SAM Application.
SAM Videos
SAM User Registration
SAM User Registration (Text)