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CSI Access
- This is the Southern Star CSI Access Form tutorial.
- On the CS I homepage, the link to the CSA access form can be found in two locations.
- The first is in the quick links dropdown box at the top right of the homepage located here.
- Second is on the left side of your screen under informational postings.
- Scroll down under the subheading of electronic forms and it's the first option.
- Select either link.
- Once on Begin by selecting the downward pointing arrow next to the customer field.
- This will open a new screen which will allow you to search for your customer information.
- You can select between three search criteria.
- Customer ID, legal name, and short name.
- If you know the CustomerID, enter it into the box and select search.
- if you do not, select shortname and begin typing your Customer name Notice how I do not complete the name of my company.
- I instead use the percent sign.
- You can place this at the beginning or ending of your text to include leading or trailing characters in your search.
- Once complete, select search and then double click your customer name below to automatically be taken back to the original screen.
- you will then need to fill in the remaining personal and company information to best of knowledge.
- The email listed at bottom is the email address that will be associated with your password if you were to get locked out,
- as well as any notices you receive from the system.
- Please do not include any special characters in your email, address as this could cause you to not receive the System-generated emails.
- After filling in the personal information, you'll need to select the contact types or security you want to have access to in CSI system,
- this will determine what functions you're able to complete, what reports you can see, and what emails or notifications you receive.
- Please note that the contact types you see on the screen now may not be the types that you need.
- These are just examples.
- If you have selected a contact type of invoicing, you will need to select a preferred invocating method from the drop down box.
- if you've selected service request approve or service requests initiate, You will have to complete an electronic contracting agreement as well as an appendix A.
- which will be emailed to you by contract administration after you submit the CSI access form.
- If you're to be your company's security administrator or if you have any additional comments, type them in the box.
- Once completed, select submit.
- This warning message is about the electronic contracting agreement due to your selecting service request approved or service requests initiated.
- You wish to continue, Select OK.
- you will get a green message at the bottom.
- You receive a red error message to the button on the screen.
- This could be due to your company not having a security administrator set up in our system.
- Please do not continue to click submit.
- Contact Southern Star Contract Administration or the CSI help desk at number listed at bottom of the access form for more assistance.
- When the Access Form is submitted, an email is automatically sent to company security administrators for approval.
- The only action required of them is to reply to the message advising if they approve or deny the request.
- Their response is sent to Southern Star Contract Administration who finalizes the access request, the initial requester will then receive an email with
- their password and login information.
