Resource database input tool: Account management process

Transcription

1 Financial Consumer Agency of Canada Agence de la consommation en matière financière du Canada Resource database input tool: Account management process The Financial Consumer Agency of Canada (FCAC) is developing a financial literacy resource database that will provide Canadians with a comprehensive list of financial literacy resources, events, 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 financial education providers across the country to include their resources and events 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 and events. To submit a resource or event for consideration in the resource 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: 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: How to log in (existing FCAC account) p. 3 Section B: How to create a new FCAC account p. 5 Section C: Account Management Adding a user to your organization s account p. 10 Section D: Account Management Removing a user from your organization s account p. 12 Section E: Account Management Forgot your user name or password? p. 13

2 Resource database input tool: Account management process 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 and events to FCAC for review and approval for posting in the database; An organization may have more than 1 administrator; 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. Delegate s role A delegate may create or edit a resource and/or event. 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 Section A: How to log in (existing FCAC account) 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 > Initiatives link. A2 Click on the Resource database input tool link. 3

4 Resource database input tool: Account management process A3 On this page, click on Submit a resource. A4 Log into your account with your FCAC user name and password. A5 The first time you log into the resource database input tool, you will be prompted to read the terms of use. To accept the terms of use, select the checkbox and click on the Accept button. I accept the terms of use 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 read and accept the terms of use again. 4

5 Section B: How to create a new FCAC account Section B: How to create a new FCAC account B1 To enter a resource or an event 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 > Initiatives link. B2 Click on the Resource database input tool link. 5

6 Resource database input tool: Account management process B3 On this page, click on Submit a resource. B4 If you do not have an account with FCAC, click on the Create new account button. 6

7 Section B: How to create a new FCAC account B5 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. Create new Account B6 You will be asked if you are the organization s administrator. Note: Only administrators are allowed to submit events and resources. (See Section C) 7

8 Resource database input tool: Account management process B7 If you select Yes, 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. If you select NO, go to the next step (B8). B8 Click on Continue. An verification will be sent to the provided. 8

9 Section B: How to create a new FCAC account B9 B10 After you have opened the verification , click on the link in the body of the in order to activate your account. Log back into your account using your newly created user name and password. Click on the Log In button. B11 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. I accept the terms of use 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. B12 If you registered as a delegate, you need to advise your organization administrator of your user name so they can add you as a user to the account. 9

10 Resource database input tool: Account management process 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 user to organization role button. 10

11 Section C:Account Management Adding a user to your organization s account 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. 11

12 Resource database input tool: Account management process 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, 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 [email protected] 12

13 Section E: Account Management Forgot your user name or password? 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. 13

14 Resource database input tool: Account management process 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. Submit E8 You will receive an with instructions to reset your password. 14

15 Section E: Account Management Forgot your user name or password? 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. 15

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