agencies / partners user registration training general... · 2018-05-22 · registration...

17
Agencies / Partners User Registration Training Nathalie Munoz Tord, Consultant (via Webex recording), 2 February 2018 www.unocha.org

Upload: others

Post on 18-Jun-2020

1 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Agencies / Partners User Registration Training General... · 2018-05-22 · Registration certificate (name Bank statement Organization details (Acronym, address, phone number, contact

Agencies / PartnersUser Registration Training

Nathalie Munoz Tord, Consultant(via Webex recording), 2 February 2018

www.unocha.org

Page 2: Agencies / Partners User Registration Training General... · 2018-05-22 · Registration certificate (name Bank statement Organization details (Acronym, address, phone number, contact

2

GMSThe Grant Management System (GMS) is a web-based platformthat supports the grant management of the entire grant life cycle forall Country-Based Pooled Funds (CBPFs). It is a mandatory tool forCBPFs and a fundamental management instrument for OCHA’sfund managers.

18 CBPFs in 18 countries

$1.7 billion allocated5000+ partners

7000+ users

Page 3: Agencies / Partners User Registration Training General... · 2018-05-22 · Registration certificate (name Bank statement Organization details (Acronym, address, phone number, contact

3

Main objectives▪ Support

▪ Effective support▪ Effective response time

▪ Trainings (stakeholders) and presentations

▪ Development▪ Keeping the tool updated with latest

requirements (CBPF business)▪ Management

Page 4: Agencies / Partners User Registration Training General... · 2018-05-22 · Registration certificate (name Bank statement Organization details (Acronym, address, phone number, contact

The GMS Help Portalhttps://gms.unocha.org/content/user-registration

Page 5: Agencies / Partners User Registration Training General... · 2018-05-22 · Registration certificate (name Bank statement Organization details (Acronym, address, phone number, contact

The GMS Help Portal

Page 6: Agencies / Partners User Registration Training General... · 2018-05-22 · Registration certificate (name Bank statement Organization details (Acronym, address, phone number, contact

Submitting a registration

Organization Registration User Registration User Group Registration Update User Profile

Page 7: Agencies / Partners User Registration Training General... · 2018-05-22 · Registration certificate (name Bank statement Organization details (Acronym, address, phone number, contact

7

Organization Registration

▪ To be done offline:▪ Contact the HFU to request registration ▪ Via e-mail

▪ Provide HFU with the following information:▪ Registration certificate (name ▪ Bank statement▪ Organization details (Acronym, address, phone number,

contact person, FTS Code)

Note: the name of the organization in the Registration certificate and the Bank statement must match the organization’s name in GMS

Page 8: Agencies / Partners User Registration Training General... · 2018-05-22 · Registration certificate (name Bank statement Organization details (Acronym, address, phone number, contact

User Registration1. To register as a new user go to OCHA CBPF Grant Management System (GMS) https://cbpf.unocha.org, select your country fund and click on the [LOGIN] button

Page 9: Agencies / Partners User Registration Training General... · 2018-05-22 · Registration certificate (name Bank statement Organization details (Acronym, address, phone number, contact

User Registration2. You will now be redirected to the Login page for the CBPF Grant Management System.

On click of the [Continue] button, the user will be redirected to the Humanitarian ID authentication page.

Page 10: Agencies / Partners User Registration Training General... · 2018-05-22 · Registration certificate (name Bank statement Organization details (Acronym, address, phone number, contact

User Registration – Humanitarian ID

1. As a new user, you will need to create your Humanitarian ID account.

Note: If you are alreadyregistered under HumanitarianID please use the same Emailand Password and skip to thenext step

STEP 1

STEP 2

Page 11: Agencies / Partners User Registration Training General... · 2018-05-22 · Registration certificate (name Bank statement Organization details (Acronym, address, phone number, contact

User Registration3. You will receive an email to confirm the new account. Note: HID confirmation link only valid for 7 days.

4. Upon first registration only, HID will as to confirm access to GMS. Click ‘Allow’.

Page 12: Agencies / Partners User Registration Training General... · 2018-05-22 · Registration certificate (name Bank statement Organization details (Acronym, address, phone number, contact

User Group Registration1. Once you have clicked allow to approve your registration, the Edit Profile page is displayed

Enter details and click on[Submit Registration]

Page 13: Agencies / Partners User Registration Training General... · 2018-05-22 · Registration certificate (name Bank statement Organization details (Acronym, address, phone number, contact

13

Log in for registered user

1. On the homepage, select theCountry Fundyou want toaccess

Page 14: Agencies / Partners User Registration Training General... · 2018-05-22 · Registration certificate (name Bank statement Organization details (Acronym, address, phone number, contact

Edit HID User Profile

STEP 1:

STEP 2‘Edit’:

STEP 3‘Accept’:

Page 15: Agencies / Partners User Registration Training General... · 2018-05-22 · Registration certificate (name Bank statement Organization details (Acronym, address, phone number, contact

Changing your password

STEP 1:

STEP 2:

STEP 3:

Page 16: Agencies / Partners User Registration Training General... · 2018-05-22 · Registration certificate (name Bank statement Organization details (Acronym, address, phone number, contact

Forgotten password?

STEP 1: STEP 2:

STEP 3:

Page 17: Agencies / Partners User Registration Training General... · 2018-05-22 · Registration certificate (name Bank statement Organization details (Acronym, address, phone number, contact