SAVE System Instructions for U.S. Department of Education (School) Users - Version 5.0

Oct 3, 2026

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SAVE System Instructions for U.S. Department of Education (School) Users, Version 5.0, provides step-by-step guidance for school staff operating the SAVE platform. It covers third-step verification concepts, when requests are needed, and the specific workflow for PDPA STSO and TSO user administration. The guide explains how to activate accounts, log in through Login.gov, create TSO user IDs, assign roles, and manage users, including accessing and searching student cases for verification activities.

LanguageEnglish

CategoryTechnology

FormatPDF

Pages23

Reading Time58 min

AccessFree to download

Introduction

Why is it called “third-step only?”

When is third-step verification needed?

Section I: Instructions for PDPAs

Update Your Information in FSA Partner Connect

Activating Your STSO Account

Section II: Activating Your TSO User ID

TSO account activation

Logging in to Your Account

Section III: SAVE Implements Login.gov to Secure Account Access

Section IV: Third-step Verification

Requesting a Third-step Verification

Access the Student’s Case in SAVE

SAVE SYSTEM INSTRUCTIONS FOR U.S. DEPARTMENT OF EDUCATION (SCHOOL) USERS VERSION 5.0 Contents Introduction......................................................................................................................................................... 1 Why is it called “third-step only?”................................................................................................................... 1 When is third-step verification needed? ........................................................................................................ 1 Section I: Instructions for PDPAs ......................................................................................................................... 1 [Your PDPA STSO Login.gov.............................................................................................................................. 1](Your PDPA STSO Login.gov.............................................................................................................................. 1) [STSO User Responsibilities and Information...................................................................................](STSO User Responsibilities and Information...................................................................................)............ 1 Update Your Information in FSA Partner Connect...................................................................................... 2 If Your Institution Has SAVE System Access for Another Purpose ............................................................... 2 When You Leave Your Institution ................................................................................................................ 2 Activating Your STSO Account ......................................................................................................................... 2 Sign-in page ................................................................................................................................................. 5 Home Page for STSO Users .......................................................................................................................... 5 Creating TSO User IDs ..................................................................................................................................... 5 Users Page ................................................................................................................................................... 5 Assign the TSO User Role to the Subordinate User..................................................................................... 6 Enter the Department ................................................................................................................................. 6 Select the Group (Your School) .................................................................................................................... 6 Enter the User’s Information ...................................................................................................................... 7 Verify the Information is Correct ................................................................................................................ 7 User Successfully Created ............................................................................................................................ 8 Managing the Users You Created: Home Page for PDPA STSO Users......................................................... 8 Users Page ................................................................................................................................................... 8 PDPAs Responsible for More than One FSC................................................................................................. 9 Section II: Activating Your TSO User ID ......................................................................................................

FAQs

Why is it called “third-step only”?

The document explains the concept of restricting verification to the third step as part of the SAVE workflow for secure account access and verification.

When is third-step verification needed?

It specifies the situations where a third-step verification request becomes necessary and outlines the related process requirements.

How do school users activate and manage TSO user IDs?

The guide describes TSO account activation, logging in, user access agreement pages, creating TSO user IDs, assigning roles, and managing users created for PDPA STSO users.

Oct 3, 2026

Upload by Ophelia