Creating New Accounts

Grantees are expected to create and manage CMS accounts as needed. Each grantee is provided with one primary Agency Account, which is generally assigned to the grantee’s Executive Director. This account can create both Agency Accounts and Program Staff Accounts. Other Agency Accounts can create Program Staff Accounts but not other Agency Accounts.

To change the Executive Director Agency Account, contact your DCYF Program Specialist.

What You’ll Need

• Creating Agency Accounts

  • Primary Agency Account

  • New Account Details: First Name, Last Name, Email Address, unique username (can be the user’s email address)

• Creating Program Staff Accounts

  • Agency Account

  • New Account Details: First Name, Last Name, Email Address, unique username (can be the user’s email address)

1

Log into CMS using an Agency Account.

2

Click on the Agency Accounts link in the lefthand navigation menu.

3

Scroll to the Create New User section at the bottom of the Agency Accounts page.

4

Enter account details.

Enter first name, last name, email address, and a unique username.

5

Select a Role for the account.

When creating new Agency Accounts, select “No Access” if you are unsure. You may update the role at a later point in time.

6

Click on the Create a New User button to create the account.

An email with instructions for accessing the account will be sent to the email address provided. Advise the new user to check their spam/junk folder for this message if they do not see it in their inbox.

7

Grant program access.

(Applicable only to Program Staff Accounts) Navigate back to the Agency Accounts page and grant Program Staff Accounts access to one or more programs in CMS by clicking on the edit icon under Add/Remove Access.