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How to access CHFA's TPS portal on SharePoint and avoid common sign-in issues
Summary
CHFA staff walked users through clicking the SharePoint link, handling Microsoft sign-in prompts, and recommended using 'use another account' when multiple emails exist. They advised downloading the Excel templates rather than editing in the browser.
CHFA staff demonstrated how to gain access to the TPS and waiting list templates on SharePoint and walked through common sign-in errors. "There are times where you are able to click on the link and go directly into the TPS and waitlist portal. However, there are times where you may encounter this error message," said Jocelyn Cintron, who then advised users to select 'use another account' and complete reauthentication when Microsoft requires it.
Cintron also warned that the email containing the SharePoint link should not be forwarded and said CHFA will provide link access on request: "If someone else from your team needs access to the SharePoint site, please email us at tps@chfa.org in order for us to send that individual a link access." She recommended downloading the Excel templates locally to avoid unsaved in-browser edits and detailed the upload flow and the "Ready for review" checkbox that locks the site when checked.
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