agencies / partners user registration training general... · 2018-05-22 · registration...
TRANSCRIPT
Agencies / PartnersUser Registration Training
Nathalie Munoz Tord, Consultant(via Webex recording), 2 February 2018
www.unocha.org
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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
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Main objectives▪ Support
▪ Effective support▪ Effective response time
▪ Trainings (stakeholders) and presentations
▪ Development▪ Keeping the tool updated with latest
requirements (CBPF business)▪ Management
The GMS Help Portalhttps://gms.unocha.org/content/user-registration
The GMS Help Portal
Submitting a registration
Organization Registration User Registration User Group Registration Update User Profile
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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
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
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.
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
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’.
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]
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Log in for registered user
1. On the homepage, select theCountry Fundyou want toaccess
Edit HID User Profile
STEP 1:
STEP 2‘Edit’:
STEP 3‘Accept’:
Changing your password
STEP 1:
STEP 2:
STEP 3:
Forgotten password?
STEP 1: STEP 2:
STEP 3: