PDF DOWNLOAD: If you have issues opening the files below, please refresh your screen or right click and download the files to your local drive. This process may differ depending on your web browser.
SAM User Guides
Click on the hyperlinked guide name to view and download the guide.
| Guide | Description |
|---|---|
| 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)