Before your institution can begin using the Taawun Enrollment Management System (EMS), you will need to set up your institution first.

When you log in for the first time, you will see a Welcome screen a checklist. Once all items are complete, you will be able to select the Complete Sign Up button.

1. Institution Profile (5 Items)
   • Institution Name
   • Website URL
   • Institution Address
   • Institution Logo – 64x64 pixels in png or jpg format
   • Accreditation Body
2. Contact and User Setup (3 Items)
   • Accounting (User will have access to view billing statements in addition to the Institution Administrator)
   • President (This is for directory purposes only, the user will not receive access to the system or receive system-generated emails.)
   • Vice President or Provost (This is for directory purposes only, the user will not receive access to the system or receive system-generated emails.)
3. Calendar (2 Items)
   • Year (Name, Start and End Dates)
   • Semester (Name, Start and End Dates)
4. Bank Info (1 Item)
   1. Upload a PDF with banking information (for example, ACH account information, Billing Address, and Contact Person)

Once submitted, the system notifies your Exchange Administrator, and a Pending Approval banner will appear at the top of your screen. If you need to make any changes to your information after submitting, update the necessary information and then select the Submit Changes button.

If your institution is already a member of another Exchange, information previously entered should appear. Verify this information is correct, and submit your setup checklist to the new Exchange Administrator.