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
Account Type: Business Administrator	myID - Description: Able to log in Update own profile Add Business Users to myID Delete Users from myID Demote own account to Business User	FIMS - Description: Able to log in Update own profile Update organization profile Add users to FIMS Delete users from FIMS Full access to FIMS
Account Type: Business User	myID - Description: Able to log in Update own profile Promote their own account to Business Administrator (requires approval of the myID Main Contact)	FIMS - Description: 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.

undefined: Type of access	undefined: FIMS - Description
undefined: Type of access: None	undefined: FIMS - Description: Not able to view any information in FIMS.
undefined: Type of access: Read	undefined: FIMS - Description: Able to read all information in FIMS (including application, financial reports and uploaded documents).
undefined: Type of access: Full	undefined: FIMS - Description: 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
Types of assignment: Primary and Primary Delegate	FIMS - Description: 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.
Types of assignment: Accounting	FIMS - Description: Will receive finance-related FIMS email notifications. Have access assigned by the Business Administrator.
Types of assignment: Board	FIMS - Description: Does not receive any FIMS email notifications. Have access assigned by the Business Administrator
Types of assignment: Contacts not assigned an organization role	FIMS - Description: Will not receive any FIMS email notifications. Have permissions as assigned by the Business Administrator