This article will outline the onboarding process for CMIS end users.

Contact Housing Alliance Delaware at cmis@housingalliancede.org to let us know that a new user needs to be added to the system. As there are now multiple CMIS staff that works with training and onboarding users, sending this notification to our Support Desk email ensures that you get the quickest response.

At minimum, we will need to know

      1. Their name

      2. Their email address

      3. Which program(s) they will be working with in CMIS

Note that this step may not be applicable to all agencies.

For some agencies, Housing Alliance Delaware may realize that there are no unoccupied licenses under the agency's inventory. Should this be the situation, HAD staff will let the Agency Administrator or program manager know, to make a decision on how to move forward.

To make sure that there is an unoccupied license that this new user can assume, HAD may suggest:

      1. For the agency to review current CMIS end users and delete the login of an inactive user (to avoid this, keep HAD updated with staffing changes and CMIS needs) so that the new user can assume their license.

      2. For the agency to purchase an additional CMIS license for their agency's inventory. This would include additional invoicing, based on the CMIS Fee Schedule. This newly-purchased license will be available for the incoming end user.

The incoming CMIS end user must review and address required CMIS documentation. The most recent CMIS Documentation can be found in this section of our Support Desk.

      1. The CMIS Policies & Procedures Manual should be reviewed by all CMIS end users and their Agency Administrators.

      2. CMIS users must sign a User Policy Agreement on an annual basis. A new user must complete (by initialing and signing) a User Policy Agreement and send it to Housing Alliance Delaware.

            NOTE: The Agency Administrator or incoming end user can request to have this document sent and e-signed by Housing Alliance Delaware, and CMIS staff will track the document that way.

Federal requirements state that anyone onboarding CMIS must complete training prior to being given acess to the system. Anyone who violates this rule is breaking CMIS Data Security protocol.

Once Housing Alliance Delaware is sent a completed User Policy Agreement, they will set the incoming CMIS user to the CMIS Training Portal, which is hosted at cmis.talentlms.com.

New users must complete the required New User training and Certification Test. This training is comprised of approximately 2 1/2 hours of content and assignments. Click here to learn more about the CMIS Training Portal.

After completing the New User Certification, the user will schedule follow-up meeting with someone at Housing Alliance Delaware. At this New User follow-up meeting, Housing Alliance Delaware will provide the end user with their login to CMIS.