Resource database input tool: Account management process

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1 Agence de la consommation en matière financière du Canada Resource database input tool: Account management process The Financial Consumer Agency of Canada (FCAC) has developed the Canadian Financial Literacy Database that provides Canadians with a comprehensive list of financial literacy resources, events, funding programs, tools and information from various financial education providers, including the public, private and non-for-profit sectors. Submit information with the resource database input tool FCAC invites organizations across the country to include their resources, events and funding programs in the database by submitting information using the resource database input tool. This tool is the primary method to submit information on your financial literacy resources, events and funding programs. To submit a resource, event or funding program for consideration in the database, you need an FCAC account. Each account requires at least one organization administrator to manage the account. This document will clearly outline how to: Financial Consumer Agency of Canada create an FCAC account; login to your account; manage accounts; assign Administrator(s) or Delegate(s) roles to an account (see page 2 for a description of each role); reset your user name or password. Section A: Section B: Section C: How to log in (existing FCAC account) How to create a new FCAC account Account Management Adding a user to your organization s account p. 12 Section D: Account Management Removing a user from your organization s account p. 14 Section E: Account Management Forgot your user name or password? p. 15 p. 3 p. 6

2 If you have any questions, comments or require assistance, please contact FCAC at Administrator s role The administrator is the only role permitted to submit resources, events and funding programs to FCAC for review and approval for posting in the database; The administrator needs to add delegates to the account. See Section C below for instructions on how to add a user to your organization and assign them a role. An organization may have more than 1 administrator; Delegate s role A delegate may create or edit a resource, event and/or a funding program. They can then save the resource/event pending submission by the organization s administrator(s); An organization may have more than 1 delegate; To add your name as a delegate, provide your user name to your organization s administrator so that they may add you as a user. 2

3 Resource database input tool: Account management process Section A: How to log in (existing FCAC account) If you have FCAC credentials (user name & password) for other FCAC products (e.g. Account Selector Tool, Credit Card Selector Tool, Financial Literacy Month 2013, or Financial Goal Calculator), you can use them to log into the resource database input tool. A1 Go to the FCAC home page (fcac-acfc.gc.ca) and click on the Financial literacy tab, then click on the Canadian Financial Literacy Database link under Initiatives and resources. 3

4 A2 Click on the resource database input tool link. A3 On the Resource database input tool page, click on Login. 4

5 Resource database input tool: Account management process A4 Login to your account with your FCAC user name and password. Note: From time-to-time, FCAC may have to modify the terms of use. For significant modifications, you will be asked to read and accept the terms of use again. 5

6 Section B: How to create a new FCAC account B1 To enter a resource, event or a funding program in the database, you must first create an account with FCAC. Go to the FCAC home page (fcac-acfc.gc.ca) and click on the Financial literacy tab, then on the Canadian Financial Literacy Database link under Initiatives and resources. B2 Click on the resource database input tool link. 6

7 Resource database input tool: Account management process B3 On the Resource database input tool page, click on Register. B4 Create a user name and password by following the requirements listed and enter all relevant fields for your organization. Note: All fields are mandatory. When you have finished entering the information, click on the Create new account button. 7

8 B5 Click on Continue. An verification will be sent to the provided. B6 After you have opened the verification , click on the link in the body of the in order to activate your account. B7 Log back into your account using your newly created user name and password. Click on the Login button. 8

9 Resource database input tool: Account management process B8 The first time you log into the tool, you will be prompted to read the terms of use. Accept the terms of use by selecting the checkbox and clicking on the Accept button. Accept TIP: You must accept the terms of use before you may proceed. Note: From time-to-time, FCAC may have to modify the terms of use. For significant modifications, you will be asked to accept the terms of use again. B9 You will be asked if your organization has an FCAC profile. If yes, please contact your organization administrator to be added to the organization profile as a delegate. If no, you will have to create a new organization profile and will be addressed as the administrator. Note: Only administrators are allowed to submit resources, events and funding programs. (See Section C) 9

10 B10 If you select Create organization profile you will be prompted to enter all the organization information (name, contact information, etc.) and click on the Save button. Note: Fields marked with an asterisk (*) are mandatory. 10

11 Resource database input tool: Account management process B11 Your organization has been created and you are the organization administrator. You can now submit your entries into the database. 11

12 Section C: Account Management Adding a user to your organization s account C1 Click on Account management in the upper right-hand of the screen. C2 Click on the Delegate management Tab. C3 Click on the Add a user to your organization button. 12

13 Resource database input tool: Account management process C4 Enter the user name as provided by the account holder. Choose their role administrator or delegate. Click on Save. C5 Return to the Delegate management tab to confirm that the user was entered properly. As the administrator, you can delete a user at any time. 13

14 Section D: Account Management Removing a user from your organization s account D1 Removing an administrator. In the Account management area, under the Delegate management tab, under Actions you can click on the X beside any user and delete them from the organization. Tip: To modify a user s role, you must delete them from the organization and then re-add them choosing the new role. See steps C3 and C4. D2 Troubleshooting If for whatever reason you cannot delete a user from your organization s account, please contact FCAC at 14

15 Resource database input tool: Account management process Section E: Account Management Forgot your user name or password? E1 On the log in page, click on the link Forgot Your Password? E2 If you forgot your user name, click on the link Forgot user name? If you remember your user name, proceed to step E5 below. E3 Forgot user name: Enter the address associated with the account to receive your user name. Click on Submit. 15

16 E4 E5 Forgot user name: You will receive an containing your user name. Click on Continue to return to the log in page. If you remember your user name, enter it here and click on the Submit button. E6 You will be prompted to answer the security question on file, as chosen during your account creation process. E7 Click on Submit to proceed. Sub E8 You will receive an with instructions to reset your password. 16

17 Resource database input tool: Account management process E9 Click on the link within the and follow the instructions on the page to complete the Password reset process. E10 Please ensure you finish the process promptly, as your password reset can expire. In this case, you will have to start the Password reset process again. 17

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