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  • 1. What is the IT Dashboard?

    The IT Dashboard was launched on June 1, 2009, which provided Federal agencies and the public with the ability to view details of Federal information technology (IT) investments online and to track their progress over time. 

    The Federal IT Dashboard helps the Office of Management and Budget (OMB) meet their statutory collection and reporting obligations by streamlining data submissions and transforming the Federal IT Data collection into a coherent, modularized ecosystem. This ecosystem is centered around an improved data collection effort that better supports partner agencies and OMB. In addition, the modernization of the Federal IT Dashboard includes the enhancement of visual renderings through an updated user interface. This will act as a premier user-centric site, allowing for integrated metrics, enhanced analytics, and decision support tools. 

  • 1. Who is the intended audience for the IT Dashboard?

    The IT Dashboard is a website that enables federal agencies, industry, the general public and other stakeholders to view details of Federal IT investments.

  • 1. Who has access/can log in?

    Access can be given to members of the executive branch agencies by their agency’s designated IT Dashboard administrator.

    2. How do I log in?

    To login, click the “login” button in the upper right of the page, and provide your OMB MAX Authentication.

    3. How do I request access?
    • Set up an OMB MAX account at,
    • Log into the MAX Portal
    • Go to "My Applications"
    • Find "IT Dashboard" and click "request access"
    • The agency’s designated IT Dashboard administrator will be automatically notified of the request via email, and can approve or deny it.
    • OMB MAX will send the requester an email with the adjudication of their request from the agency’s designated IT Dashboard administrator.

IT Portfolio

  • 1. Why was the IT Dashboard launched?

    The IT Dashboard shines light onto the performance and spending of IT investments across the Federal Government. If a project is over budget or behind schedule, the dashboard shows by how much money and time, and who was responsible--not just contact information but also their picture. The IT Dashboard gives the public access to the same tools and analysis that the government uses to oversee the performance of the Federal IT investments. The transparency and analysis features of the IT Dashboard make it harder for underperforming projects to go unnoticed, and easier for the government to focus action on the projects where it's needed most.

    2. What information does the IT Dashboard display?

    The IT Dashboard displays a subset of data from agency IT Portfolio and Business Case reports, as well as agency updated activity information, agency CIO evaluations, and other investment information reported by agencies. For a list of data feeds available to the public on the IT Dashboard, see "Publicly Available Data Feeds."

    The following 26 agencies have data available on the IT Dashboard:

    • Department of Agriculture
    • Department of Commerce
    • Department of Defense
    • Department of Education
    • Department of Energy
    • Department of Health and Human Services
    • Department of Homeland Security
    • Department of Housing and Urban Development
    • Department of the Interior
    • Department of Justice
    • Department of Labor
    • Department of State
    • Department of Transportation
    • Department of the Treasury
    • Department of Veterans Affairs
    • U.S. Agency for International Development (USAID)
    • U.S. Army Corps of Engineers
    • Environmental Protection Agency
    • General Services Administration
    • National Aeronautics and Space Administration
    • National Archives and Records Administration
    • National Science Foundation
    • Nuclear Regulatory Commission
    • Office of Personnel Management
    • Small Business Administration
    • Social Security Administration
  • 1. How are CIO Evaluations determined?

    The Agency Chief Information Officer (CIO) rates each investment based on his or her best judgment, using a set of pre-established criteria. The evaluation should reflect the CIO's assessment of the risk and the investment's ability to accomplish its goals. CIOs should consult with appropriate stakeholders (e.g., Chief Acquisition Officers, program managers) when making their evaluation.

    The following factors and supporting examples should be used to inform the evaluation:

    Evaluation Factor Supporting Examples
    Risk Management
    • Risk Management Strategy Exists
    • Risks are well understood by senior leadership
    • Risk log is current and complete
    • Risks are clearly prioritized
    • Mitigation plans are in place to address risks
    Requirements Management
    • Investment objectives are clear and scope is controlled
    • Requirements are complete, clear and validated
    • Appropriate stakeholders are involved in requirements definition
    Contractor Oversight
    • Acquisition strategy is defined and managed via an Integrated Program Team
    • Agency receives key reports, such as earned value reports, current status, and risk logs
    • Agency is providing appropriate management of contractors such that the government is monitoring, controlling, and mitigating the impact of any adverse contract performance
    Historical Performance
    • No significant deviations from planned cost and schedule
    • Lessons learned and best practices are incorporated and adopted
    Human Capital
    • Qualified management and execution team for the IT investments and/or contracts supporting the investment
    • Low turnover rate
    • Other factors that the CIO deems important to forecasting future success

    Evaluation ratings are based on a five-point risk scale, as follows:

    (By Agency CIO)
    5-Low Risk Green
    4-Moderately Low Risk Green
    3-Medium Risk Yellow
    2-Moderately High Risk Red
    1-High Risk Red
    2. How often are CIO Ratings refreshed?

    The agency CIO should update the rating as soon as new information becomes available (this should be no more than 30-days after the CIO’s review). OMB may flag investments that have not provided a CIO Rating updated in a period of time.  FITARA (Public Law 113-291) has legislative reporting requirements, mandatory agency CIO actions, and require OMB actions after 4 consecutive quarters of reporting a "high risk rating".

  • 1. What kind of contract information is available in the IT Dashboard?
    • Pre-Awarded Contracts
    • Awarded Contract
    • Post-Solicitation

    Note: Future Planned Contracts and Sub-contract Awards are not required to be reported, however an agency may provide this information if desired. Future Contracts are not made public as this information is "Procurement Sensitive".

    2. How often should contracts be updated?

    Contracts should be updated as they are awarded. Both, the FAR and the Federal Funding Accountability and Transparency Act of 2006 require reporting of these contracts within thirty days of award. Note: The IT Dashboard links to for contract information.

    3. What is the meaning of a red X on the contracts page?

    If a contract match with USASpending is not found based on the data provided by the agency, the IT Dashboard displays the red X symbol with the following note: Agency-provided contract information does not match with a record.

    The following fields are used to determine a match:

    • Procurement Instrument Identifier (PIID)
    • Contracting Agency ID (if different than the Funding Agency)
    • Indefinite Delivery Vehicle Procurement Instrument Identifier (IDV PIID)
    • Indefinite Delivery Vehicle Agency Identifier (IDV Agency ID)
    • Submitting Agency ID (derived as the agency of the investment pertaining to the contract)
    4. What data structure should agencies use to help identify contract numbers in USA Spending?

    To assist in the linkage of contract and task order numbers from the Business Case Contracts Table to USASpending, agencies should provide the following information to the IT Dashboard for "Contract/Task Order Numbers," based on the FPDS-NG data requirements (as specified in the FPDS-NG Data Element Dictionary).

    Part of Indefinite Delivery Vehicle (IDV)? Procurement Instrument Identifier (PIID) Example
    No Data Element 1A (NTE 50 characters) "00063200203DNBCHC020042"
    Yes Data Element 1A, and the Referenced PIID, Data Element 1C (NTE 100 characters) "GS09Q08DN0165-IDV-GS10F0216N"
    5. An interagency agreement is similar to a contract. Should I also report those with my contract information?

    No, agencies are not required to report interagency agreements to the IT Dashboard. Note: OMB expects agencies to report all interagency agreements as contributions in the IT Portfolio

  • 1. How does the IT Dashboard Color Coding System work?
    Project Level Cost and Schedule Variance Rating Color
    >= 30% Red
    >= 10% and < 30% Yellow
    < 10% Green
    2. How are cost calculations determined?

    The IT Dashboard displays whether each project is over or under budget. Project cost variance is a roll-up of the variance of the activities within the project and is calculated as follows:

    • Cost Variance: Planned Total Costs - Projected or Actual Total Cost
    • Cost Variance (Percentage): (Cost Variance / Planned Total Cost) x 100

    Note: Projected values are used only when actual values are not provided.

    Roll-ups are obtained by summing the costs of all the included lowest level child activities

    3. How are the schedule calculations determined?

    The IT Dashboard displays whether each project is ahead of or behind schedule. Project schedule variance is calculated as follows:

    • Schedule Variance in days for an Activity: Planned Completion Date - Actual or Projected Completion Date
    • End Point Schedule Variance in days for a Project: Latest Planned Completion Date of all activities - Latest Actual OR Projected Completion Date of all activities
    • Schedule Duration in days for an Activity: Planned Completion Date* - Planned Start Date
    • End Point Schedule Duration in days for a Project: Latest Planned Completion Date* of all activities - Earliest Planned Start Date of all activities
    • Project Schedule Variance (Percentage): (Variance in Days / Duration) x 100

    Note, Projected values are used only when actual values are not provided. If the Planned Completion Date has passed, then today's date is used instead.

    4. What determines whether an investment's status is 'Current' or 'Update Required?

    The investment status will show that the investment is "Current" if:

    1. The investment has only Projects/Activities and there has been an update to activities since the beginning of the last month
    2. The investment has only Performance Metrics and there has been an update to performance metrics actuals since the beginning of the last month
    3. The investment has both Projects/Activities and Performance Metrics and BOTH activities and performance metrics actuals have been updated since the beginning of last month
    4. The investment has neither Projects/Activities nor Performance Metrics.

    Note: If these conditions are not met, the investment status will display as "Update Required."

    5. What do "spending" amounts on the IT Dashboard include?

    Agencies report spending on investments using two fields: agency funding and agency contributions. When displaying "spending," the IT Dashboard uses two approaches depending on what is being reported.

    Definition Agency Funding Agency Contributions
    When describing a single investment, "spending" refers to the total budgetary resources, including agency funding and agency contributions. This applies on pages such as the Investment Dashboard, Search Results, and others.  X  X
    When referring to aggregate spending figures across multiple investments, "spending" only includes budgetary resources based on agency funding amounts for the given fiscal year to avoid double-counting agency contributions. This applies on pages such as the Agency and Business tabs of the Portfolio page, the Treemap, and others.  X  
    6. What is a project?

    A project is a temporary endeavor undertaken to accomplish a unique product or service with a defined start and end point and specific objectives that, when attained, signify completion. Projects are undertaken for development, modernization, enhancement, disposal, or maintenance of an IT asset. Projects are composed of activities. Agencies should provide an update to project activities and operational performance when the activities occur or when performance metrics are measured - at least once per calendar month.

    7. Should FTEs costs be included in the Project/Activities costs?

    Yes, Full Time Equivalent (FTE) costs should be included in the Projects/Activities costs.

    8. What is operational performance metric reporting?

    Operational performance reporting identifies performance metric targets for major investments. Each metric indicates how often actual measurements will be reported (monthly, quarterly or semi-annually) and provides a unit of measure. Major investments are expected to provide a minimum of five active performance metrics. At least three of these performance metrics should be classified as "Strategic and Business Results" using the Performance Measurement Category Mapping field. And, at least one of these "Strategic and Business Results" metrics should have a monthly reporting frequency. Major investments are also expected to report at least one performance metric classified as "Customer Satisfaction" using the Performance Measurement Category Mapping field. 

    9. What is the reporting period for performance metrics?

    At least one metric is expected to have a monthly reporting frequency and no metric should be reported less frequently than annually.

  • 1. Who can update agency information on the IT Dashboard?

    Only agency-authorized users have access to submit updates to the IT Dashboard.

    To receive access to the IT Dashboard, agency users should log into the main MAX Portal and request access to the ITDashboard application. Once access is requested, the agency user should coordinate with their agency administrator to approve access. Agency users are assigned the appropriate role to view or submit data to the IT Dashboard.

    2. How do agencies submit data to the IT Dashboard?

    All agency-related IT Dashboard information is submitted and updated using an XML API (System-to-System Integration or manual XML upload).

    3. What is the difference between updates, rebaselines, replans, and other operations?

    The IT Dashboard reports the results of multiple types of agency operations to their data. Some changes to agency data are only possible under certain types of operations. For instance, agencies cannot change the planned end date of a project's activity through regular updates. Rather, they can only do this through a "rebaseline, replan, or correction" operation. Agencies are expected to use the appropriate operations based on their agency rebaseline policy consistent with OMB Memo M-10-27

  • 1. How are the IT Portfolio and Business Case data feed elements populated?

    The majority of the IT Portfolio data elements are populated by agencies during the yearly IT Portfolio submissions. The majority of the Business Case data elements are populated by agencies during the full Business Case submissions and regular investment updates. However, there are some exceptions where fields are calculated, system-derived, system-generated or originate from the IT Portfolio submission.

    2. What data feeds are made available to the public?

    The following feeds are available in the public view:

    Feed Description
    IT Portfolio An overview of each Agency IT Portfolio Summary submission
    IT Portfolio Funding Sources Funding source information includes Total IT Spending for the FY2019, FY2020 and FY2021, and a breakdown of DME and O&M costs
    Activities Activity data includes cost, schedule and variance information
    Investment Baseline History Provides a history of investment rebaselines, replans and corrections
    CIO Evaluation History Provides a history of the evaluation by CIO ratings and comments
    Contracts Overview of contract information including information matched with
    Business Case Business Case submission information, as well as Evaluation (by Agency CIO) information, and dates of last change to activities, contracts, and performance metrics
    Investment Trends Provides a history of investment CIO Evaluations over time, as well as legacy investment ratings and variances
    Performance Metrics Overview of an investment's operational performance in regards to "Results-Specific" and "Activities or Technology-Specific" metrics
    Performance Metric Actuals Overview of the actual results of an investment's performance metrics in comparison to their targets
    Projects Project data includes cost, schedule and variance information
    Life Cycle Costs Life Cycle Cost information broken down into planning costs, DME, O&M, and Government FTE costs
    Technical Solutions Requirements Indicates whether an investment as a whole or in part specifically addresses various technical solution requirements
    Technical Solutions Requirements URLs Provides a list of URLs which correspond to the technical solution requirements
    Investments Eliminated or Reduced An agency-provided list of investments that will result in the elimination or reduction of other investments
    Investment Related URLs Provides URLs related to the investment and indicates how they are related
    Bureau Provides a list of Bureaus based on the OMB Circular A-11 Appendix C
    Agency Provides a list of Agencies based on the OMB Circular A-11 Appendix C
    3. What data feed fields are only updated on a nightly basis?

    Most data fields for logged-in users are updated in real-time when downloading the data from a particular data feed. However, certain fields are calculated on a nightly basis and may not reflect the latest values if the data has changed during the day. The table below lists the data feeds and fields that are updated on a nightly basis.

    Data Feed Feed Names
    CIO Evaluation History CIO Name
    Performance Metrics Latest Actual Result Met/Not Met (derived)
    Performance Metric Actuals Actual Result Met/Not Met (derived)
    Investment Trends *Entire data feed
    Data Quality Report *Entire data feed
    Data Quality Report (machine-readable) *Entire data feed
  • 1. Does the IT Dashboard show all data submitted by agencies to the public?

    Although a key goal of the IT Dashboard is improving accountability and performance through transparency, not all data that agencies compile around the Federal IT portfolio are suitable for public release. There are four categories of data which the IT Dashboard does not share with the public:

    1. Pre-decisional Budget Data: During the budget formulation season from September to the release of the President's Budget, portions of agency submissions used by the IT Dashboard may contain pre-decisional information. "Pre-decisional" describes information which is not finalized until the release of the President's Budget. The following portions of an agency’s submission are not available to the public during this period:
      • "New" investments: Investments that only have spending in the budget year (the fiscal year for which the budget is being considered). This also includes investments which agencies propose to "split," "consolidate," or "reorganize" as these decisions may not yet be final.
      • Planned IT spending levels in the budget year.
      • Costs of projects and activities that have been completed during or after the budget year.
      • The eliminated/downgraded investments page.
    2. National Security or Classified Data: The IT Dashboard does not collect or display any classified or national security-sensitive information.
    3. Procurement-Sensitive Data: Any data related to Federal procurements that, if released to the public, would adversely impact the Government's negotiating position is considered "procurement-sensitive." This includes, for example, planned spending estimates in years beyond the budget year.
    4. Other Data: This includes  personally identifiable information (PII) related to IT investments.
    2. Should agencies redact sensitive contract data in submissions to OMB to avoid release to the public?

    Agencies should not redact information sent to the IT Dashboard. Processes have been put into place to ensure sensitive information will not be publicly displayed. To prevent the exposure of potentially sensitive data, agencies should ensure submissions are consistent with requested data (e.g., avoid identifying contracts not yet awarded as "awarded").

Data Center Optimization Initiative

  • 1. Can OMB integrate a testing functionality for agencies to catch errors before attempting to submit their data?

    To assist agencies with preparation of their required DCOI Inventory files, a validation tool to check csv files is provided at This is the primary recommended method of validation. Please note that the validator tool does not collect your agencies’ submission. Agencies' final DCOI inventories must be submitted to OMB via the method listed in the quarterly IDC guidance.

    As a secondary option, agencies may also use the validation script ( available at to validate their inventory files before submitting.

    2. How does M-19-19 impact DCOI IDC reporting and submissions?

    In alignment with FITARA, agencies are still required to submit IDC data for reporting purposes. Please visit the DCOI MAX page to access the latest IDC Quarterly Instructions.

    3. The strategic plan generator is still using the expired metrics. Will this be updated before the adjusted submission date?

    The strategic plan generator has been updated and is available at

    4. How long will the DCOI extension be for?

    The DCOI extension will sunset at the end of Fiscal Year 2020. However, OMB considers data center management a key component of IT portfolio management; therefore, reporting on data centers will continue through CPIC and other reporting mechanisms past the sunset date of both DCOI and FITARA.

    5. Can I include cost savings realized through closing and consolidating non-tiered facilities, even though non-tiered facilities are not within the current scope of the DCOI policy?

    Yes, cost savings achieved from closures and consolidations of  non-tiered facilities should be reported as Data Center cost savings for the DCOI Strategic Plan and IDC Cost savings JSON file.

    6. The guidance says that agencies should submit cost savings quarterly—will that field be incorporated into the current quarterly report that agencies submit with the metrics? Or is that a separate report?

    As with previous DCOI reporting and in alignment with FITARA’s requirements, agencies may update their strategic plans and inventories with quarterly progress updates, and agencies must update this information at least annually. No separate report is required for quarterly updates.

    7. Will the deadline to submit CIO-signed statements also be delayed along with the delay for the DCOI Strategic Plan JSONs?

    CIO-signed statements are required as part of the DCOI Strategic Plans, and they are required to be submitted at the same time.

  • 1. What are the changes to the metrics under M-19-19?

    The new memo removes the targets for metrics under energy efficiency (PUE) and facility utilization. The metrics for virtualization, energy metering, and server utilization have been updated to better track incremental improvement over time. The memo includes a new availability metric which calculates facility downtime. For more information, agencies should refer to the memo and the IDC Quarterly Instructions.

    2. Will the new metrics be updated in the official guidance to provide more meaning?

    Yes. Additional guidance is provided in the new policy and made available on

    3. May Key Mission Facilities be identified as anything other than agency-owned?

    Since only agency-owned data centers are counted towards closure goals by DCOI, and Key Mission Facilities are data centers that cannot be closed under the policy, all facilities marked as Key Mission Facilities must be agency-owned facilities.

    4. How are each of the four optimization metrics calculated on IT Dashboard?
    1. Virtualization
      • Total Virtual Hosts divided by the sum of Total Servers and Total Mainframes.
        • Total Virtual Hosts / (Total Servers + Total Mainframes)
    2. Energy Metering
      • The sum of data centers with Energy Metering divided by the sum of total data centers.
        • (Total Data Centers that marked “Yes” to Energy Metering / Total Data Centers) * 100
    3. Underutilized Servers (see Servers/Server Counts section for more details)
      • The sum of Underutilized Servers divided by the sum of Total Servers.
        • (Underutilized Servers / Total Servers) * 100
    4. Availability 
      • The difference of Planned Hours of Facility Availability minus Actual Hours of Facility Downtime divided by Planned Hours of Facility Availability then multiplied by 100.
        • ((Planned Hours of Facility Availability – Actual Hours of Facility Downtime) / Planned Hours of Facility Availability) * 100
  • 1. Will data center closure totals be broken down by tiered and non-tiered?

    No; in alignment with the renewed focus on the closure of dedicated data center facilities to drive cost-savings, only agency-owned, valid, tiered data center closures will be counted.

    2. What criteria should agencies use to denote tiered data centers?

    Based on page 14 under “Data Center Definition” of the IDC Instructions, a tiered data center should generally meet the following criteria:

    • Is a purpose-built, physically separate and dedicated space;
    • Contains one or more racks of servers, mainframes, and/or HPCs;
    • Has a dedicated uninterruptible power supply and/or backup generator for prolonged power outages; and/or
    • Has a dedicated cooling system or zone.

    Note: “Purpose-built” spaces which were previously classified as non-tiered should either be reclassified as tiered, based upon the above criteria, or marked as invalid, per M-19-19 and the IDC Instructions.

    3. Should a site’s validity be based on whether the site meets the four facility-related criteria under “Data Center Definition” on Page 14 of the February 2019 IDC Instructions?

    Data centers previously classified as non-tiered and do not meet the criteria for the adjusted definition of “data center” may be marked as “invalid,” per page 14. However, per page 17 under “Record Validity”, “Typically, invalid facilities are those that were recorded for previous data submissions in error. Facilities that are closed are still considered valid facilities.”

    4. Based on the above and the new guidance, which records am I required to continue reporting?

    For records that have been invalid and non-tiered for more than one quarter, coordination with OMB is not necessary and removal of the records is permitted. However, if you have historically/currently non-tiered facilities that were/are valid, then switch those records to invalid and coordinate with OMB.

    5. If a site meets the four facility-related criteria but only has File/Print, Network, VOIP, and/or Security devices, would that site be marked valid or invalid?

    If a site exists and contains no servers or devices dedicated to “general compute or storage resources for business applications,” this site should be marked invalid.

  • 1. Should Total Servers count include or exclude Virtual Hosts since they are separately reported?

    The counts for servers, mainframes, etc. should include all physical devices that match the description, even if they are also virtual hosts. Based on this definition, the count of Virtual Hosts can therefore not be greater than the count of Total Servers.
    Example: the Department of Made-Up Scenarios (DMUS) has 10 mainframes, 2 of which are virtual hosts, and 50 servers, of which 15 host virtual containers. DMUS would report 10 for Total Mainframes, 50 for Total Servers, and 17 for Virtual Hosts.

    2. Will Total Virtual OS not be captured anymore and/or used in the formula for Virtualization?

    Since the number of virtual OS can change rapidly with demand, OMB no longer calculates virtualization as was done under M-16-19. Instead, OMB is more concerned with the number of potential servers and mainframes that could be hosts for virtualized and containerized OS versus the actual count of these hosts. Please refer to the DCOI Update Memo under “Updated Metric: Virtualization” and IDC instructions for more information about the new calculation for Virtualization.

    3. If a site is planning to be consolidated/closed but not to begin within the next quarter, should it be marked as Not Closing?

    Yes. Planned closures should now be marked as Not Closing under “Closing Stage” in the IDC, until execution begins.

    4. Should we be addressing business activity/hours? Servers typically aren’t utilized during non-business hours.

    Yes. “Planned Hours of Facility Availability” should only include those hours in which the servers are scheduled to be utilized. However, if servers may be utilized outside of “typical” hours, those hours must still be included in “Planned Hours of Facility Availability.” Available hours should be determined by agency mission and business requirements.

    5. For Underutilized Servers: Are we free to determine our own criteria? For example, use both resources (e.g. CPU and/or Memory) and threshold criteria and value (e.g. underutilized if peak CPU <60% and not use Avg. CPU)?

    Yes. Per the IDC Instructions, page 18 under “Underutilized Servers”: “Agencies shall provide their own definition of “underutilized”, based on mission and service needs. This count should not include backups, standbys, development, and test servers.”

    6. For Underutilized Servers: Please confirm that we are allowed to create different criteria/threshold for each individual data center or must we standardize the criteria across the agency?

    Criteria may be different for each data center, but this criteria must be reported to OMB. Agency-wide criteria should be reported in the agency’s DCOI Strategic Plan, while data center-specific criteria should be reported in the Comments field of the data center’s inventory row.

  • 1. What is the connection between M-19-19 and FITARA?

    The FITARA Enhancement Act extends the data center requirements of FITARA through October 1st, 2020.

    2. We have an audit from GAO that is requesting the agency meet metrics rescinded or modified in M-19-19 (facility utilization and server utilization). Will OMB coordination with GAO provide information that would benefit ongoing audits regarding M-16-19?

    OMB continues to engage with GAO to provide them with information about all government-wide data center policy and oversight efforts.

    3. How will the delayed release of DCOI 2.0 impact the FITARA scorecards?

    As GAO manages the FITARA scorecards, OMB cannot comment on the impact to their methodology.

  • 1. Managing MAX Groups

    To keep agency POCs current, check your MAX users after every quarterly submission. OMB does not manage permissions of the IDC groups. To gain access, you will need to contact one of your current IDC administrators. You can find the list of your administrators here:

    To add/remove and manage permissions of users, use the following steps:

    • Go to your MAX homepage at
    • Log in with your credentials
    • Scroll down and select “Manage Groups” tab. If you do not see this tab, you are not an Admin and will need to contact your group Admin to allow access.
    • Select “Manage” next to the group you want to manage 
    • A list of current users will appear in the middle of the page. To add users, click the "Add Users" button. To view user details, click on the user name. To remove a user from this group, click on the "Remove from Group" button next to the person you want to remove.

    Adding Users

    • On the “Add User” page, confirm Section 1: Select MAX Groups is populated with the proper group you want to add the user to.
    • In Section 2: Select Users, under the Search for MAX Users box, search for the MAX user you would like to add.
    • After clicking “Search” you will be taken to another window that will display the user you have looked up.
    • Click “Select” under “Actions” at the right end of the user search results. Red text will appear above notifying you that the user has been added to your list of users.
    • Click “Finish Selecting Users” and you will be brought back to Section 2: Select Users with the user’s email address in the box.
    • Select “Check Email Addresses” and the active user’s information will be populated to Section 3: Confirm Users. If you wish to make this user an Admin, check the “Admin” box on the user information bar.
    • Go to Section 4: Send Invitations; generic invitation text is populated with the option of customization. Select “Send Invitations” and the user will be notified that they have been added to the MAX group.