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www.SBCounty.gov Registrar of Voters My Candidacy Gateway November 3, 2020 Presidential General Election

My Candidacy Gateway Training Presentation · 2 days ago · First time user Navigate to the My Candidacy Gateway Located at My Candidacy Gateway. Page 10 Registrar of Voters First

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www.SBCounty.gov

Registrar of Voters

My Candidacy Gateway

November 3, 2020 Presidential General Election

Page 2

www.SBCounty.govRegistrar of Voters

Contact Registrar of Voters

Candidate Filing Overview

What’s new to Candidate Filing

My Candidacy Gateway

Register for a New Account

Verify Your Email Address

Account Approval Process

Signing In to My Candidacy Gateway

Table of Contents

Page 3

www.SBCounty.govRegistrar of Voters

Apply for a Contest

Schedule an Appointment

Electronic Candidacy Documents

SIGNiX – Electronic Signing Tool

My Candidacy Gateway Tools

Message Portal

Application History

Account Management

Update your Cell (Mobile) Phone

Change your password

Additional Account Security

Table of Contents

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www.SBCounty.govRegistrar of Voters

My Candidacy Gateway Tools (continued)

Account Management

Update your Cell (Mobile) Phone

Change your password

Additional Account Security

Help

Duplicate Registration Request

Trouble Logging In

Lost Recovery Codes

Table of Contents

Page 5

www.SBCounty.govRegistrar of Voters

Address

777 East Rialto Avenue, San Bernardino, CA 92415-0770

Email

[email protected]

Phone

909-387-8300

Fax

909-387-2022

Contact Registrar of Voters

Back to Table of Contents

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www.SBCounty.govRegistrar of Voters

Candidate Filing Overview

In order to become a candidate for office, candidates must file various documents with the Registrar of Voters (ROV)

All candidates must file a Declaration of Candidacy in order to officially declare themselves a candidate

Candidates may request candidate filing documents beginning July 13, 2020 and must return the completed candidate filing documents by 5 p.m. on August 7, 2020.

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www.SBCounty.govRegistrar of Voters

Candidates may request and file their candidacy documents both online and in-person

Appointment required

Schedule your appointment online

Online candidate filing requires you

to electronically sign candidate filing documents

to attend a video conference call (via WebEx) so that the oath may be administered for the Declaration of Candidacy

Alternatively, you may have the Declaration of Candidacy notarized and delivered to the office by the candidate filing deadline

Candidate Filing Overview

Back to Table of Contents

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www.SBCounty.govRegistrar of Voters

Online Candidate Filing

My Candidacy Gateway

Use with Chrome browser

SIGNiX

Electronic signature website used to e-sign your candidacy documents

Webex

Video conference tool used to administer the oath to candidates for the Declaration of Candidacy

What’s new to Candidate Filing

Back to Table of Contents

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www.SBCounty.govRegistrar of Voters

First time user

Navigate to the My Candidacy Gateway

Located at www.SBCountyElections.com

My Candidacy Gateway

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www.SBCounty.govRegistrar of Voters

First time user

Click Register for a New Account

Returning user

Sign in by entering your email and password

My Candidacy Gateway

Back to Table of Contents

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www.SBCounty.govRegistrar of Voters

First time uses must request a new account

New Account Request

Complete required fields

An email is required

A mobile phone is required

Password requirements

At least 14 characters

Must contain one uppercase, one lower case letter, and one number

Click Submit

Register for a New Account

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www.SBCounty.govRegistrar of Voters

You will receive a request confirmation in My Candidacy Gateway

Register for a New Account

Back to Table of Contents

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www.SBCounty.govRegistrar of Voters

An email will be sent to you to verify your email address

Email will come from ROV Communications

Click the Click herehyperlink to verify your email address

Verify Your Email Address

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www.SBCounty.govRegistrar of Voters

After you verify your email, your account will not be active just yet

ROV staff will review the information you provided and either approve or reject your request

Verify Your Email Address

Back to Table of Contents

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www.SBCounty.govRegistrar of Voters

We will verify you have an active voter record in San Bernardino County

You will receive an email that your account has either been approved or rejected

Account Approval email

Active voter record in San Bernardino County

Account Rejection email

Candidate does not live in San Bernardino County

Account Approval Process

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www.SBCounty.govRegistrar of Voters

Account Approval Email

Click the link in the email to be redirected to the My Candidacy Gateway Sign-in screen

Account Approval Process

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Account Rejection

If your account request is rejected, you will receive an email notice

Additionally, ROV staff will contact you to discuss next steps

Account Approval Process

Back to Table of Contents

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www.SBCounty.govRegistrar of Voters

Enter your email address and password

Click Sign In

Signing In to My Candidacy Gateway

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www.SBCounty.govRegistrar of Voters

You will be taken to the My Candidacy Gateway page

Explanation of My Candidacy Gateway

Click Start

Signing In to My Candidacy Gateway

Back to Table of Contents

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www.SBCounty.govRegistrar of Voters

Select the Contest you want to obtain documents for using the dropdown menu

Be sure to select the correct division or area if applicable

Click Next

Apply for a Contest

Note – You may exit My Candidacy Gateway anytime during the process and your progress will be saved

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www.SBCounty.govRegistrar of Voters

Residence Address Review

Verify your address

Click Edit to update your address if it is not correct

Apply for a Contest

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www.SBCounty.govRegistrar of Voters

Qualifications for Office

Review the qualifications for office

Apply for a Contest

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www.SBCounty.govRegistrar of Voters

Qualifications for Office

If you meet the qualifications for office, select Yes and click Next

If you do not meet the qualifications, select No and click Next

Selecting No will prevent staff from issuing your documents. You must meet the qualifications at the time your candidacy documents are issued.

Apply for a Contest

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www.SBCounty.govRegistrar of Voters

Name on Ballot

Review how your name will appear on the ballot

If your name is correct, click Next

If your name is not correct, edit your name in the name fields and click Next

Apply for a Contest

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www.SBCounty.govRegistrar of Voters

Contact Information

Review and add/edit your contact information

Check Publish option next to any contact information you would like published on the website

Click Next

Apply for a Contest

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www.SBCounty.govRegistrar of Voters

Mailing Address

Review and add/edit your mailing address information

If you want your mailing address published on the website, check Publish

If you do not want your mailing address, do not check Publish

Click Next

Apply for a Contest

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Social Media

Add a website or any social media you would like us to know about

Click “Add” to list multiple social accounts

Check Publish option next to any contact information you would like published on the website

Click Next

Apply for a Contest

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www.SBCounty.govRegistrar of Voters

Authorized Representative

Optional Information

Click Add Representative to add an authorized representative

Apply for a Contest

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www.SBCounty.govRegistrar of Voters

Authorized Representative

Select the Level of Authorization

Authorized Representative for All Matters

Authorized Representative for Negotiating Ballot Designations

Authorized Representative for Negotiating Candidate Statement

Authorized Representative for Picking/Dropping off Documents

Apply for a Contest

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www.SBCounty.govRegistrar of Voters

Enter the First and Last Name of each representative along with some form of contact information

Required

You may add multiple representatives by clicking Add More Representatives at the bottom of the page and selecting what authority you would like to give them

Authorized Representative for All Matters

Authorized Representative for Negotiating Ballot Designations

Authorized Representative for Negotiating Candidate Statement

Authorized Representative for Picking/Dropping off Documents

Note – please only add one person per category above

Apply for a Contest

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www.SBCounty.govRegistrar of Voters

Incumbent Check

Review the information displayed on the screen

If the information on the screen is correct, click Next

If the information on the screen is not correct, click No and one of or Clerks will reach out to you

Apply for a Contest

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www.SBCounty.govRegistrar of Voters

Request Optional Forms

Select whether or not you want a Ballot Designation or Candidate Statement so we know which process to go through to process your paperwork

If you do not make a selection, your response automatically defaults to No

Click Next

Apply for a Contest

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www.SBCounty.govRegistrar of Voters

Candidacy Application Submission Confirmation

When you are done with your application and are ready to submit, click Continue

You may exit My Candidacy Gateway anytime during the process and your progress will be saved

Apply for a Contest

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Submission Completed

This page will appear after you have completed the application process

You will be prompted to schedule an appointment to complete the candidacy process

WebEx

In person

Apply for a Contest

Back to Table of Contents

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www.SBCounty.govRegistrar of Voters

Choose Appointment

Locate the date and click the time on the appointment calendar

Click Continue

Schedule an Appointment

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Your information

Enter your Name

Enter your Phone

Enter your Email

Click Complete Appointment

Schedule an Appointment

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Confirmation

Review your appointment information

Click Cancel to cancel your appointment request

Click Reschedule to change your appointment date/time

Schedule an Appointment

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www.SBCounty.govRegistrar of Voters

Select the calendar option you would like your appointment sent to

Click Schedule another appointment to add additional appointments

Schedule an Appointment

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www.SBCounty.govRegistrar of Voters

You should immediately receive the following email

Note – if you don’t get the email, please check your spam or junk folders

Schedule an Appointment

Back to Table of Contents

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www.SBCounty.govRegistrar of Voters

You will receive an email with forms that have been issued to you

If you requested a Ballot Designation or Candidate Statement:

We will send the issued forms through SIGNiX for your review and sign off

You will need to make an appointment (WebEx or in person) to prepare your candidacy documents for filing

Electronic Candidate Documents

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www.SBCounty.govRegistrar of Voters

If you did not request a Ballot Designation or Candidate Statement:

We will send the filed forms through SIGNiX for your review and sign off

You will need to make an appointment (WebEx or in person) to have the Oath administered to you

Electronic Candidate Documents

Back to Table of Contents

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www.SBCounty.govRegistrar of Voters

SIGNiX – Electronic Signing Tool

Click the link to view a video on the electronic signing tool, SIGNiX

https://www.youtube.com/watch?v=XHgK7-rfIy0

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www.SBCounty.govRegistrar of Voters

Message Portal

Application History

Account Management

My Candidacy Gateway Tools

Back to Table of Contents

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www.SBCounty.govRegistrar of Voters

Compose New Message

Click the Submit Message button

Note - You can only send a message through the message portal if you have started the “Apply for a Contest” process

Message Portal

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www.SBCounty.govRegistrar of Voters

Enter the Subject of your message in the Subject field

Enter your Message in the Message box

Click Submit

Message Portal

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www.SBCounty.govRegistrar of Voters

The following screen will appear

This is your confirmation that your message has been sent

Message Portal

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www.SBCounty.govRegistrar of Voters

If you need to add additional information

Click the blue reply bar

Add the additional information

Click Submit

Message Portal

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www.SBCounty.govRegistrar of Voters

To see all messages sent and received, click All Messages or Message Portal

Message Portal

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www.SBCounty.govRegistrar of Voters

The number next to Message Portal indicates you have unread messages

Message Portal

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www.SBCounty.govRegistrar of Voters

Your unread messages will be bold with a Status of Unread

Message Portal

Back to Table of Contents

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www.SBCounty.govRegistrar of Voters

Displays your submitted/new online applications and their statuses

Application History

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www.SBCounty.govRegistrar of Voters

Your application Status will display New when you have started an application, but have not submitted it yet

Application History

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Your application Status will display Submitted once you have submitted your application

Application History

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www.SBCounty.govRegistrar of Voters

Your application Status will display Accepted – In Progress when we start processing your application

You will not be able to make any changes to your application during this time

Application History

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www.SBCounty.govRegistrar of Voters

Your application Status will display Awaiting Signatures once we send you your documents to sign

Application History

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www.SBCounty.govRegistrar of Voters

Your application Status will display Need Additional Information if we are waiting on information from you to move forward with your request

Application History

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Your application Status will display Complete once all your documentation is processed and we have received all signed documents from you

Application History

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Your application Status will display Rejected if you are unable to run for the Contest you applied for

Application History

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www.SBCounty.govRegistrar of Voters

When we update the status of your submitted request for candidacy documents, you will receive an email with the status update

Application History

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www.SBCounty.govRegistrar of Voters

The Application History will appear when you log back in

Application History

Back to Table of Contents

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www.SBCounty.govRegistrar of Voters

Update your Cell (Mobile) Phone

Change your password

Additional Account Security

Account Management Tools

Back to Table of Contents

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www.SBCounty.govRegistrar of Voters

Profile

Update your Cell (Mobile) Phone

Update your Cell (Mobile) Phone

Back to Table of Contents

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Password

Change your password

Change your password

Back to Table of Contents

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Two-factor authentication

Optional

Added login security

Additional Account Security

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www.SBCounty.govRegistrar of Voters

Two-factor authentication

Setup authenticator app

Follow the instructions on the screen

Download Microsoft Authenticator on your mobile device

Scan the QR code

Enter the verification code in the Verification Code field

Additional Account Security

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Two-factor authentication

Download and open the app

Select your Notification option

Read the pop-up and click OK

Tap Scan QR code

Allow access to your camera

Scan the QR code

Additional Account Security

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Two-factor authentication

Enter the Verification Code in the Verification Code field

You will have 30 seconds to enter the code before another code automatically generates

Click Verify

Additional Account Security

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Two-factor authentication

You will be provided a list of Recovery Codes

Save the recovery codes in a place other than your mobile device

Additional Account Security

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Two-factor authentication

There are 2 recovery codes per line

Additional Account Security

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www.SBCounty.govRegistrar of Voters

Two-factor authentication

A green bar will appear letting you know your authenticator has been verified

Additional Account Security

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www.SBCounty.govRegistrar of Voters

Two-factor authentication

Logging in with your Two-factor authentication code

Enter your Email and Password then click Sign In

Open the Microsoft Authenticator app

Enter your Authenticator code and click Log in

Additional Account Security

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Two-factor authentication

Logging in without your Two-factor authentication code

Enter your Email and Password then click Sign In

Click log in with recovery code

Additional Account Security

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www.SBCounty.govRegistrar of Voters

Two-factor authentication

Logging in without your Two-factor authentication code

Copy and paste one of the Recovery Codes from the list you saved when you set up this feature

Click Log in

Additional Account Security

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Two-factor authentication

Reset authenticator app

Use this feature if you lost your recovery codes

Click Reset authenticator key

Additional Account Security

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www.SBCounty.govRegistrar of Voters

Two-factor authentication

Reset authenticator app

Additional Account Security

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www.SBCounty.govRegistrar of Voters

Two-factor authentication

Open Microsoft Authenticator app

Tap the arrow next to your email address

Tap Remove account

Tap Continue on the pop-up

Tap Add account

Tap Continue on the pop-up

Tap Other (Google, Facebook, etc.)

Scan the QC Code

Additional Account Security

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www.SBCounty.govRegistrar of Voters

Two-factor authentication

Enter the Verification Code in the Verification Code field

You will have 30 seconds to enter the code before another code automatically generates

Click Verify

Additional Account Security

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www.SBCounty.govRegistrar of Voters

Two-factor authentication

A green bar will appear letting you know your authenticator has been verified

Additional Account Security

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www.SBCounty.govRegistrar of Voters

Two-factor authentication

Disable

Click Disable 2FA

Additional Account Security

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www.SBCounty.govRegistrar of Voters

Two-factor authentication

Disable

Click Disable 2FA

Additional Account Security

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www.SBCounty.govRegistrar of Voters

Two-factor authentication

A green bar will appear that lets you know that this feature has been disabled

Additional Account Security

Back to Table of Contents

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www.SBCounty.govRegistrar of Voters

This section will discuss the following:

Duplicate Accounts

Trouble Logging In

Forgot Password

Locked out

Lost Recovery Codes

Two-factor authentication

Help

Back to Table of Contents

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www.SBCounty.govRegistrar of Voters

If you are trying to register a new account with the same information, you will receive a Duplicate Registration Request message

If you need to reset your password, click “click here”

If you are having trouble setting up your account, contact the Registrar of Voters

Click Ok

Duplicate Registration Request

Back to Table of Contents

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Not Authorized

The following message will appear if you try to login and your account has not yet been approved

Trouble Logging In

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www.SBCounty.govRegistrar of Voters

Forgot Password

If you are an existing user and you forgot your password, click Forgot Password?

Enter the email address you registered with

Click Submit

Trouble Logging In

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Forgot Password

A notification will appear telling you to check your email address to reset your password

Click Close

Trouble Logging In

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Forgot Password

You will receive a Reset Password email

Click on “click here” to reset your password

Trouble Logging In

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www.SBCounty.govRegistrar of Voters

Forgot Password

Enter your new password on the Reset your password screen

Click Reset

Trouble Logging In

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www.SBCounty.govRegistrar of Voters

Forgot Password

You will receive a reset password confirmation

Click on click here to log in.

Trouble Logging In

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Locked out

You will receive a Locked out notification

Email or call the office

[email protected]

(909) 387-8300

Trouble Logging In

Back to Table of Contents

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www.SBCounty.govRegistrar of Voters

Two-Factor authentication

If you lost your recovery codes and still have access to the portal, you can reset them

Click Reset recovery codes

Lost Recovery Codes

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Two-Factor authentication

Click Generate Recovery Codes

Lost Recovery Codes

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Two-Factor authentication

A green bar will appear letting you know that you have generated new recovery codes

Copy, Paste and Save the Recovery Codes

Lost Recovery Codes

Back to Table of Contents

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www.SBCounty.govRegistrar of Voters

Thank you