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Tips for myID and FIMS


In order to use the Funding Information Management System (FIMS) you will need to set up a myID username and password. Once that is in place you can create a FIMS account. There some differences between account types, access and roles in myID versus Funding Information Management System. They are outlined below.

Account types: myID and FIMS

  • An organization may have more than one Business Administrator.
  • If a user is a Business Administrator in myID, they will be a Business Administrator in FIMS.
  • If a user is a Business User in myID, they will be a Business User in FIMS.
​Account Type ​myID - Description ​FIMS - Description
​Business Administrator
  • Able to log in
  • Update own profile
  • Add Business Users to myID
  • Delete Users from myID
  • Demote own account to Business User
  • Able to log in
  • Update own profile
  • Update organization profile
  • Add users to FIMS
  • Delete users from FIMS
  • Full access to FIMS
​Business User
  • Able to log in
  • Update own profile
  • Promote their own account to Business Administrator (requires approval of the myID Main Contact)
  • Able to log in
  • Update own profile
  • Default log in Access is automatically set to None. Access is assigned by Business Administrator.


Types of Access: FIMS only

  • When new users log into FIMS, default log in permissions are set to None. Access is assigned by the Business Administrator.
  • Access can be changed at any time by the Business Administrator.
​Type of access ​FIMS - Description
​None
  • Not able to view any information in FIMS.
​Read
  • Able to read all information in FIMS (including application, financial reports and uploaded documents).
Full​
  • Able to read all information in FIMS.
  • Able to enter/change any information in FIMS (including application, financial, upload and delete documents).


Organization roles: FIMS only

​Types of assignment ​FIMS - Description
​Primary and Primary Delegate
  • Have full access in FIMS.
  • Have the same authority in FIMS as a Business Administrator.
  • Receives all FIMS email notifications.
  • The difference between Primary and Primary Delegate role is:
    • Primary is the main contact in the organization. This person will be indicated on organization paper and email correspondence and agreements
    • Primary Delegate is the person(s) who may act as a back-up to the Primary through co-directing, delegated duties, succession planning etc.

Both roles have full access in FIMS, have the same authority as a FIMS Business Administrator and will receive all FIMS email and messages.

​Accounting and Accounting Delegate
  • Will receive finance-related FIMS email notifications.
  • Have access assigned by the Business Administrator.
​Board and Board Delegate
  • Does not receive any FIMS email notifications.
  • Have access assigned by the Business Administrator
​Contacts not assigned an organization role
  • Will not receive any FIMS email notifications.
  • Have permissions as assigned by the Business Administrator