COB Help Text Display

How to Invite Account Designees to the Section 111 COB Secure Web Site (COBSW)

At the Responsible Reporting Entity’s (RRE’s) discretion, an Account Manager for the RRE ID may invite other individuals to register as users of the COBSW associated with the RRE ID account known as Account Designees. Account Designees assist the Account Manager with the reporting process. Account Designees may be RRE employees or agents. There is no limit to the number of Account Designees associated with one RRE ID.

The Account Designee:

  • Must register on the COBSW and obtain a Login ID.
  • Can be associated with multiple RRE ID accounts, but only by an Account Manager invitation for each RRE ID.
  • Can upload and download files to the COBSW if the RRE has specified HTTPS as the file transfer method.
  • Can use his/her Login ID and Password to transmit files if the RRE has specified SFTP as the file transfer method.
  • Can review file transmission history.
  • Can review file-processing statuses and file statistics.
  • Can change his/her personal information on the COBSW.
  • Cannot be an Authorized Representative for any RRE ID.
  • Cannot be the Account Manager for the same RRE ID.
  • Cannot invite other users to the RRE ID account.
  • Cannot update RRE ID account information.

Each user of the Section 111 application on the COBSW will have only one Login ID and password. With that Login ID and password, you may be associated with multiple RRE IDs (RRE accounts). With one Login ID, you may be an Account Manager for one RRE ID and an Account Designee for another. In other words, the role you play on the COBSW is by RRE ID.

To invite an Account Designee, the Account Manager assigned to the RRE ID will take the following steps:

  1. Complete Step 2 - Account Setup for the RRE ID.
  2. Return to the Section 111 Homepage and login using his/her Login ID and Password created during Account Setup. The RRE Listing page will display.
  3. Select Designee Maintenance from the drop-down menu next to the RRE ID to which the Account Designee is to be associated.
  4. Follow the instructions for the Add a Designee process. In this process, you will need to provide the E-mail address and name for the Account Designee. This must be an E-mail address associated with an individual person, not a distribution list or generic address.
  5. The Account Designee will receive an E-mail invitation from the BCRC with instructions on how to come to the Section 111 COBSW and create a Login ID and Password. The E-mail will contain a token link to the COBSW that the Account Designee must follow to obtain a Login ID. The Account Designee must perform this step. If the Account Designee already has a Section 111 COBSW Login ID, then he/she will automatically be associated with this RRE ID after the Account Manager completes the invitation and will see the RRE ID on his/her RRE Listing page the next time he/she logs in. The subsequent invitation E-mails will not contain the token link if the Account Designee already has a Login ID. The Account Designee will only need to create a Login ID once on the Section 111 COBSW.
  6. Repeat these steps for each RRE ID to which the Account Designee is to be associated.

NOTE: If an individual is invited to become an Account Designee more than once before he/she has completed the Account Designee registration process and obtained a Login ID, the subsequent invitation E-mails generated will contain the same token link sent with the original invitation. When the Account Designee uses this link, it will take him to a page that displays the information from the original (first) RRE invitation. Only one, unique token link is generated per user for the Account Designee registration process. The Account Designee may use the token link in any of these E-mails to register for a Login ID. Once he/she has completed the Account Designee registration process and obtained a Login ID, the token link will no longer be valid. We strongly encourage users to register as soon as possible after receiving the first invitation E-mail to avoid confusion.