Logging In
The State of Montana uses Okta for Single Sign On (SSO). This allows citizens to use one password to access multiple state applications. This dynamic Business Checklist system requires a login so that the checklist can be customized specifically to your business. If you don’t have an existing Okta account, scroll down on the login screen and select sign up then close the window and login. You can click on Try the Demo to see what the system does before creating a login. For a general business checklist to guide Montana Businesses, visit the Small Business Development web site.
New Business Quickstart
A workflow consists of 4 pages that gather all the required information to create a new business. New users will be directed here after login and existing users will use the QuickStart to add a new business.
Company Information – Step 1
Industry – Step 2
Locations – Step 3
Questions – Step 4
Finish – Final Step – Set-up Complete
Manage My Businesses
The Manage My Businesses page is a landing page for returning users to manage checklists. Edit Businesses, allows the user to modify company information, industry types, locations, questions and also includes user delegation by business. The user can also close businesses on the manage my business page.
Jump To…
This is a Navigation displayed on common pages. This allows the user to jump between the Manage My Business pages, view businesses checklists, edit business pages, add a new business and my profile page.
Your Business’s Checklist
Print Checklist
Clicking the top right print icon will enable you to choose which business locations, checklist items and details.
Email Checklist
Clicking the top right email icon will enable to send a PDF version of the checklist to the email provided. You can choose which business locations, checklist items and details to be included.
Details Page
The Details page provides Checklist Item details provided by submitting Organizations. This includes Submissions and Completion field dates, which will drive future notifications. The information includes a Short Description, Prerequisites, Comments, Organization Contact Information, More Info, and History. You can access this page by clicking on the Checklist Item title link within your checklist.
My Profile
The My Profile page allows you to update information about your user account. Please make sure the data below reflects your most current contact information. You may also update your notification preferences or opt-out of email notifications on this page.
Managing My Okta Profile
To update your profile visit login.mt.gov. Select your name from the top right menu and settings.
Delegate Access
Within the Edit This Business page, under the Delegate Access tab, you may grant other people access to your business checklist. People you add will be sent an email, to the email that you provided, which instructs them on how to gain access.
People added will be asked to login with an Okta account. If they do not have an Okta account, they will be able to create one.
Disclaimer
This is not a complete list of requirements for your business. We strive to make it as complete as possible but it is ultimately the responsibility of the business owner to comply with all local, county, and state regulations even if they are not listed here.