Office of Transportation and Air Quality Fuels Registration (OTAQREG) How to Edit Delegated User Roles in OTAQREG This job aid is designed to provide a high-level overview of this task so that you can start using the redesigned OTAQREG system as quickly as possible. Job Aid Before you begin: 1. You must have a Central Data Exchange (CDX) account 2. You must be logged into the CDX OTAQREG program service 3. You must be the Responsible Corporate Officer (RCO), Delegated RCO, or a delegated user of a registered company with a 4-digit EPA Company ID Skip to instructions for: Delegated user of the company RCO or Delegated RCO of the company For help with these steps, see the documentation on EPA's Fuels Registration, Reporting, and Compliance Help website: https://www.epa.aov/fuels-reaistration-reportina-and- compliance-help How to Edit Delegated User Roles in OTAQREG | December 2020 EPA-420-B-20-061 December 2020 ------- My Companies Submit Updated User Association Request as Delegated User 1 Click the Company ID Select Edit Roles Select or remove the appropriate roles If you desire to disassociate from the company, please click the Disassociate button. (This option is only available for current Delegated Users and Delegated RCOs, not for RCOs) Click Save and Continue Steps continue on next slide... Company ID 2220 - Show 10 [y] entries Company Name Company ABC View Company Information Edit Roles Manage User Associations Edit Company Information Edit Program Types and Activates Manage Faculties Manage Fuel Products QAP Associations Manage Reports RCO Update Request Manage AllestfER Submissions Filter Companies: Address 1200 ABC St, Fairfax, VA 22030. US Additional Company/User Role Associations My Roles ¦ EMTS RFS Viewer • EMTS RFS Submitter • Company Editor Previous Next Will you be viewing ABT credit transaction via the EMTS application? Will you ALSO be SUBMITTING ABT credit transaction via the EMTS application? Will you be viewing RFS RIN transaction via the EMTS application? Will you ALSO be SUBMITTING RFS RIN transaction via the EMTS application? Will you be submitting compliance reports and other Information on behalf of this company? If you have questions about what these reports entail, please see the OTAQ help page here. Will you need to just view this company's information? Will you need to edit this company's information? Save-i Save & Continue How to Edit Delegated User Roles in OTAQREG | December 2020 ------- Confirm Submit Updated User Association Request as Delegated User (cont.) 6 If you selected the Disassociate button on the previous screen, confirm by selecting OK on this confirmation screen. If you did not select the Disassociate button on the previous screen, skip to next slide. Steps continue on next slide... Are you sure you want to disassociate from Test Company 1? Cancel How to Edit Delegated User Roles in OTAQREG | December 2020 ------- Submit Updated User Association Request as Delegated User (cont.) Select Other (No Engineering Review) in the required Reason for Change field 3 Add comment (required) 10 Click Submit and Notify RCO The request will appear in the My Pending Requests section on your OTAQREG home page with the status "Awaiting RCO Signature" 12,Once the RCO orthe Delegated RCO of the company activates the user association request, the requested role changes will be reflected under My Roles in the My Companies section of your OTAQREG home page. Reason for Change: * Other (No Engineering Review) T New role A Home Page Cancel Request j Submit and Notify RCO My Pending Requests T Show 10 0 entries Filter Requests: Request ID Request Type Request Subject Submitted By Date Last Updated Status USR-14872 Update User John Smith User ID John Smith User ID Awaiting RCO Signature Showing 1 to 1 of 1 entries Previous Next My Companies Company Name Address Show 10 |vj entries Filter Companies: Company ID My Roles 2220 - Company ABC 1200 ABC St, • EMTS RFS Viewer Fairfax, VA 22030, US ¦ Company Editor Showing 1 to 1 of 1 entries Previous Next How to Edit Delegated User Roles in OTAQREG | December 2020 ------- My Companies Manage User Roles as RCO or Delegated RCO Note: One of the new features of the enhanced version of OTAQREG is the ability for a company to identify a single individual as a Delegated RCO. The Delegated RCO can perform the same functions as the RCO within the EPA Fuels Program services. Click the Company ID 2. Select Manage User Associations Click Edit Roles RCO or Delegated RCO can manage roles for ALL delegated users. Please select the user whose roles you want to change. Steps continue on next slide... Show 10 Company ID entries [_ Company Name 2220 Company ABC View Company Information Edit Roles Manage User Associations Edit Company Information Edit Program Types and Activities Manage Facilities QAP Associations Manage Reports RCO Update Request Associated Users for Company ABC [2220] User ID RCOCDX User ID Delegated UserCDX User ID How to Edit Delegated User Roles in OTAQREG | December 2020 Filter Companies: Address 1200 ABC St Fairfax, VA 22030: US Previous H Next My Roles . EMTS RFS Viewer • Company Editor . RCO Name RCO Name Associated Roles . EMTS RFS Viewer • Company Editor . RCO Edit Roles Delegated User Name EMTS RFS Viewer Company Editor ------- Manage User Roles as RCO or Delegated RCO (cont.) Select or remove the appropriate roles Click Save arid Continue Click Accept Sign the request using the eSignature Widget Steps continue on next slide... Edit Roles for User John Smith Fuel Product And Additive Editor Cellulosic Biofuel Waiver Credits (Pay.gov) Submitter EMT5 Fuels ABT Viewer EMTS Fuels ABT Submitter EMT5 RFS Viewer EMTS RFS Submitter Part SW1090 Report Submitter Company Viewer Company Editor H Cancel User Roles lor Company Company ABC [10411] eSignalure Widget 1. Authentication Log into CDX User: RCO CDX User ID Password: Show Password ~ Welcome guchenwu jia I certify, under penalty of ta w that the information provided in this document is, to the best of my knowledge and belief, true, accurate, and complete. I am aware that there are significant penalties for submitting false information, including the possibility of fines and imprisonment for knowing violations. Accept Decline 2. Verification Question: What was your first pet's name? Answer: 3. Sign File Show Answer ~ Correct Answer How to Edit Delegated User Roles in OTAQREG | December 2020 ------- Manage User Roles as RCO or Delegated RCO (cont.) After signing the request, the requested role changes will be reflected under Roles in the Users section on the Company Information page. Any changes in roles related to EMTS will not be reflected until a sync occurs between the OTAQREG and OTAQEMTS program services overnight. Users Show | 10 T | entries User ID RCOCDX User ID Delegated UserCDX User ID Showing 1 to 2 of 2 entries How to Edit Delegated User Roles in OTAQREG | December 2020 Filter Users ii Name RCO Name Delegated User Name Roles Fuel Product And Additive Editor Company Editor Part S0.'109C Report Submitter RCO Fuel Product And Addrtive Editor Company Editor Part SO.'1090 Report Submitter RCO Previous 1 Next ------- |