Page 1 of 18

Agency Administrator (AA) –

 Submitting a User Access Request Page 2

Agency Administrator (AA) or Master Administrator 

(MA) –

 Suspending a User Account

Page 8

Agency Administrator (AA) –

 Restoring a User Account Page 12

Agency Administrator (AA) or Master Administrator 

(MA) –

 Approving an IPAC Request

Page 16
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Agency Administrator (AA) – Submitting a User Access Request

This process requires action by two active ISIM users: an AA, who enters the access request and a 

second AA or an MA, who then approves it. With the ISIM workflow, an MA does not have the ability to 

initiate a request on behalf of a user.

1. Access the ISIM External Interface at https://isim.fiscal.treasury.gov/itimext. Enter your user ID and 

password, and then click LOGIN.

2. When the Request Management – Your To-Do List page loads, click Search in the blue navigation bar, and 

then select Person.
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3. When the Search Person page loads, select the desired search criteria from the dropdown menu in the 

Where field (note that the Select field will default to External, and may be modified as needed).

4. In the blank open text field, enter the search term for the individual you wish to locate (note that the field 

in the center column will default to Contains, and may be modified as needed to select another search 

operator). 

5. Click Search, followed by the Select link next to the appropriate entry in the search results that appear. 
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6. When the Manage User: User Name page opens, click the Manage Accounts link. 

7. When the Manage Accounts: User Name page opens, click New. 

8. When the Create Account for: User Name page opens, select IPAC, and then click Submit.
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9. When the Edit Account: IPAC page appears, select the Click to Modify link in the Modules, Roles, and 

ALCs field.

10. When the IPAC Access Permissions page opens, navigate through each of the three dropdown menus 

from left to right to select the appropriate options in the Module, Role, and ALC fields. 
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11. After all three fields are populated with your selections, click Add. This will add the Module/Role/ALC 

combination to the Current Permissions section.

NOTE: Only one ALC may be selected per row. To add additional modules/roles for the same or other 

ALCs, move through steps 10 & 11 as many times as needed. Upon entering each module/role/ALC 

combination, verify that it appears in its own row under Current Permissions. 

12. When all necessary module/role/ALC combinations appear in the Current Permissions section, click OK.
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13. When the Edit Account: IPAC page reappears, click Submit to proceed with the default selection of 

Schedule for Now. If the user’s access should go into effect at a future point in time, click the radio button 

to select Schedule for Later, enter the desired date and time for access to be provisioned, and then click 

Submit.

14. When the Request Management – Your Pending Requests page opens, verify that the submitted request 

is listed with a status of “In Process.” The request has now been sent for approval to any other AAs and 

the MA for the ALCs requested.
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IMPORTANT NOTE: Access and account restore requests are reviewed and approved/rejected on a case-by-case 

basis according to the ALC selected. Each request is sent to the Agency Administrator(s) and Master 

Administrator for that ALC. If access requests for multiple ALCs are submitted, a separate access request will be 

sent to the appropriate AA(s)/MA for each ALC, even if the AA(s)/MA is the same for all ALCs to which access 

was requested. 

Because access to multiple ALCs may be requested within a single submission, it is possible that a specific ALC 

access request within the submission may have been rejected by the AA(s)/MA for that ALC, even if the 

submission appears on the View My Requests page with a status of “Success.” If the user is unable to access 

IPAC with any module/role/ALC combination(s) requested, it will be necessary to resubmit an access request for 

the missing module/role/ALC combination(s).

For guidance on access request approvals, please refer to the “Agency Administrator (AA) – Approving 

an Access or Account Restore Request” or “Master Administrator (MA) – Approving an Access or 

Account Restore Request” sections of this guide.

Agency Administrator (AA) /Master Administrator (MA) – Suspending a User Account

1. Access the ISIM External Interface page at https://isim.fiscal.treasury.gov/itimext . Enter your user ID and 

password, and then click LOGIN.
Page 9 of 18

2. When the Request Management – Your To-Do List page loads, click Search in the blue navigation bar, and 

then select Person.

3. When the Search Person page loads, select the desired search criteria from the dropdown menu in the 

Where field (note that the Select field will default to External, and may be modified as needed).

4. In the blank open text field, enter the search term for the individual you wish to locate (note that the field 

in the center column will default to Contains, and may be modified as needed to select another search 

operator).
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5. Click Search, followed by the Select link next to the appropriate entry in the search results that appear.

6. When the Manage User: User Name page opens, click the Manage Accounts link. 

7. When the Manage Accounts: User Name page opens, click the checkbox that corresponds with the user 

account you wish to suspend, and then click Suspend.
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8. Click Submit to proceed with the default selection of Schedule for Now, which immediately suspends the 

selected account. If the suspension should go into effect at a future point in time, click the radio button to 

select Schedule for Later, enter the desired date and time for access to be suspended, and then click 

Submit.

9. When the Request Management – Your Pending Requests page opens, click Request Management in the 

blue navigation bar, and then select View Completed Requests.

10. When the Request Management – Your Completed Requests page opens, verify that the submitted

request is listed with a status of “Succeeded.”
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11. Follow steps 2-6 above to view the users account shows as inactive.

Agency Administrator (AA) – Restoring a User Account

This process requires action by two active ISIM users: an AA, who enters the account restore request, 

and a second AA or an MA, who then approves it. With the ISIM workflow, an MA does not have the 

ability to initiate a Create or Restore request on behalf of a user. 

1. Access the ISIM External Interface page at https://isim.fiscal.treasury.gov/itimext. Enter your user ID and 

password, and then click LOGIN.
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2. When the Request Management – Your To-Do List page loads, click Search in the blue navigation bar, and 

then select Person.

3. When the Search Person page loads, select the desired search criteria from the dropdown menu in the 

Where field (note that the Select field will default to External, and may be modified as needed).

4. In the blank open text field, enter the search term for the individual you wish to locate (note that the field 

in the center column will default to Contains, and may be modified as needed to select another search 

operator).
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5. Click Search, followed by the Select link next to the appropriate entry in the search results that appear. 

6. When the Manage User: User Name page opens, click the Manage Accounts link. 

7. When the Manage Accounts: User Name page opens, click the checkbox that corresponds with the user 

account you wish to restore, and then click Restore.
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8. Click Submit to proceed with the default selection of Schedule for Now, which will immediately send the 

account restore request to the second AA/MA for approval. If the account should be restored at a future 

point in time, click the radio button to select Schedule for Later, enter the desired date and time for 

access to be restored, and then click Submit.

9. When the Request Management – Your Pending Requests page opens, verify that the submitted request 

is listed with a status of “In Process.” The request has now been sent for approval to any other AAs and 

the MA for the ALCs requested.

For guidance on account restore request approvals, please refer to the “Agency Administrator (AA) –

Approving an Access or Account Restore Request” or “Master Administrator (MA) – Approving an Access 

or Account Restore Request” sections of this guide.
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Agency Administrator (AA)/Master Administrator (MA) – Approving an IPAC Request

All approvals for regular IPAC user modules and roles are routed for approval to both the Agency 

Administrator(s) and Master Administrators for an ALC. Either the AA or MA must take action on the 

request within three days of submission or the request will time out and the request will need to be 

resubmitted. Once the request is approved/rejected, it will disappear from the other approvers To-Do 

list.

Requests for the Enroll module and the Agency Administrator role will only be routed to the Master 

Administrator for that ALC for approval. The same three day approval is required for the Agency 

Administrator role.

1. Access the ISIM External Interface website at https://isim.fiscal.treasury.gov/itimext . Enter your user ID 

and password, and then click LOGIN
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2. When the Request Management – Your To-Do List page loads, click the AA MA Approval link in the 

Activity column. 

If you are an AA or MA for multiple ALCs, you will receive a separate request for approval for each module/role/ALC 

combination the user requested. Users will only be given access to the requests you approve. They will not be 

able to access IPAC with the module/role/ALC combinations that you reject or do not take action on. 

All approvals must be completed within three days. If no action is taken on a request within 3 days, it will time out 

and the user will not get access to the module/role/ALC combinations requested.

3. When the Approve/Reject the Request page opens, click View Request Data to access additional request 

details, and then click Back to return to the Approve/Reject screen.

4. Click Approve or Reject based on whether the user should hve access to this module/role/ALC. You have 

the ability to provide a reason for rejecting the request in the Explanation field
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5. On the Request Management – Your To-Do List page, verify that the approved request no longer appears 

and whether there are other requests that need action.

Contact the Treasury Support Center at (877) 440-9476 or via email at IPAC@stls.frb.org

if you have questions concerning the IPAC enrollment process.