The purpose of these instructions is to allow a Sponsor to review balances on accounts they  are responsible for.  First, the Sponsor needs to be set up in SFO.


Sponsor Portal can be set up either by the Sponsor registering through the Sponsor Portal website or by the bookkeeper directly in SFO.  If your school district is using Active Directory, the Sponsor will log in using their AD credentials and the bookkeeper will only need to assign accounts to the sponsor.  


Sponsor Registration:

  1. Give the sponsor the “Sponsor Instruction” with the web address :  sfo.schoolcash.net/SPXXXXXXXXXX. (insert your district name & state here – it will be the same as regular SFO URL address)
  2. Once the sponsor notifies you that they have registered you will log into SFO and  go to Data Files > Sponsor Portal Users
  3. Click on the user name in the bottom of the screen
  4. Check the box beside the account(s) that you are giving them access to
  5. Click “Update”

  

Bookkeeper Registration for Sponsor:

  1. The bookkeeper can register the Sponsor directly in SFO by going to Data Files > Sponsor Portal:

     
  2. When the Sponsor Portal setup screen opens, the bookkeeper will assign a User ID (typically first initial, last name), enter User Name, assign a Password (no longer than 8 letters and/or numbers), Verify Password.
    NOTE:  if your district uses Active Directory, the bookkeeper only needs to assign accounts to the Sponsor – Sponsors will access the portal using their AD credentials.
     
  3. Assign the accounts this sponsor needs to have access to and click on “Save New”.  
     

Things to Remember:

  • The sponsors will now have “read only” access to their account history, receiptee, and vendor history.
  • If the sponsor forgets his/her password you can reset the password by going to Data Files > Sponsor Portal Users, click on the sponsor name, enter and confirm a new password for the sponsor, then click “Update”.