Account Types

The FMS distinguishes between users (individuals) and the organization(s) they represent. This allows an individual to hold roles in more than one organization without requiring multiple FMS accounts. Account holders must be official representatives of the applicant organization. See Sub-Accounts and Main Accounts for details.

An organization can establish two types of user accounts: main account and sub-account. The key difference between a main and sub-account is a main account holder can submit proposals, interim and annual reports, amendments and year-end reconciliation statements on behalf of their organization. They are also able to manage all the accounts assigned to their organization as well as edit organization information.

All accounts (main and sub) can do the following activities:

Create and edit proposals.
Create and edit interim and annual reports.
Create and edit year-end reconciliation statements.
Edit amendments.
Manage their user profile, including the account password.
Be a main or sub-account holder for one or more different eligible organizations. See Sub-Accounts and Main Accounts.
Access Information Resources.

In addition to the activities above, a main account holder can:

Submit proposals on behalf of their organization.
Submit interim and annual reports.
Submit year-end reconciliation statements.
Submit amendments.
Edit organization information that appears in proposals.
Create main accounts and sub-accounts.
Change the status of main accounts and sub-accounts to active or inactive.
Promote an existing sub-account to a main account and demote a main account (other than themselves) to a sub-account.

A main account holder cannot:

Edit the name, title, contact information or preferred language of an account other than their own.

Once an account is established, access to the FMS is ongoing; no annual renewal is required.

System administrators will periodically review all accounts:

Organization accounts which have not submitted a proposal for two consecutive years will be made inactive. To regain access, follow the steps to establish a new organization account.
Individual user accounts where the user is not associated with any active organization or which have not logged on for two consecutive years will be made inactive. To regain access, follow the steps to establish a new user account.

Creating and Managing Sub-Accounts and Main Accounts

Before starting a proposal, a main account holder should establish and review accounts for all staff that will be associated with proposals for their organization. Only existing main and sub-account holders can be a proposal lead (main point of contact for the proposal) and/or a project lead (main point of contact for the project).

CREATING SUB-ACCOUNTS

Main account holders can create sub-accounts without further approval from FII and/or NRCan.

To create a new sub-account, select Organization, then Sub-Accounts from the navigation panel. Select Add Sub-Account from the top right corner of the screen.

If the individual already has an FMS account linked to another organization, select Existing Account?

After selecting Save, the new sub-account will appear on the list of sub-accounts and will receive an email with a link to the Password Set screen to establish a password.

MANAGING SUB-ACCOUNTS

To see a list of active and inactive sub-accounts, select Organization Name, then Sub-Accounts from the left side navigation.

MODIFYING SUB-ACCOUNTS

To modify a sub-account, select Organization Name, then Sub-Accounts from the navigation panel. Select Edit next to the user whose account needs to be modified.

The main account holder(s) of an organization can change the user role of any account; meaning the main account can promote an associated sub-account to a main account or demote a main account (other than themselves) to be a sub-account.

A main account holder can also make accounts inactive or active by changing their status.

A main account holder cannot edit the name, title, contact information or preferred language for a sub-account. Only the account holder can make these changes as the individual may be linked to other organizations.

CREATING MAIN ACCOUNTS

There are two ways to create a main account:

Request an account for a new eligible organization. When FII and/or NRCan have approved an FMS account request for a new organization, the individual who initiated the request is assigned a main account by default.
An existing main account holder can create additional main accounts. No further approval is required from FII or NRCan.

To create additional main accounts, select Organization Name and then Main Accounts from the navigation panel. Then select Add Main Account at the top right corner.

If the individual already has an account that is linked to another organization, select Existing Account?

After selecting Save, the individual will appear on the list of main accounts and will receive an email advising them of their new role.

MANAGING MAIN ACCOUNTS

To access the list of main accounts, select Organization Name, then Main Accounts from the navigation panel.

MODIFYING MAIN ACCOUNTS

To modify a main account, select Organization Name and then Main Accounts from the navigation panel. Select Edit next to the user whose account needs to be modified.