Payment Management System
Program Support Center

Access - New User Request

To gain access to PMS so they can view available funds, request funds, or submit reports users will need to request permission and be approved by PSC. Recipients will be required to make an online request to obtain this access. Users will need to provide information concerning their organization, their contact and supervisor information, and select the requested access level required. After submitting their request their supervisor will need to verify the information provided and if correct will need to submit it to PSC. PSC will review the request and verify the provided information. Once they issue their approval a user name and a temporary password will be issued to the requester.

Flowchart of the User Access request process

Requesting Access

  1. Access the PSC Home page at https://pms.psc.gov
  2. Select ‘Request Access’ from the right hand side of the PMS Home Page.
  3. Screen shot of the PMS home page.
  4. Click on the ‘Create New User’ button. To return to the Home Page, click on the ‘x’ and select Home Page.
  5. Screen shot of user registration selection box
  6. The ‘New User Access Request’ form is displayed.
  7. Screen shot of the new user request form.
  8. Select the User Type ‘Grantee/Recipient’ from the dropdown box.
  9. Screen shot showing the user type being selected.
  10. Your email address will need to be verified prior to receiving any access to the system. Type in your email address in the ‘E-Mail Address’ field and then confirm the email address provided by typing the email address again in the ‘Confirm E-Mail Address’ field.
  11. Click ‘Request Email Verification Code’ for an email to be sent to the email address.
  12. Screen shot of the request verification dialogue
  13. Click ‘OK’, a success message will be displayed.
  14. Screen shot of the success message

    An email message will be sent immediately to the email address provided containing the six digit verification code that is required to continue with the user access request. The verification code will be valid for 30 minutes.

    Note: The user will need to request a new verification code if the verification code is not used within the 30 allotted minutes or if the user closes the ‘New User Access Request’ window.

    Screen shot that the verification mail has been sent

    Note: To ensure that system emails are received, recipient IT organizations should whitelist PMSSupport@psc.gov

  15. Enter the six digit code in the 'Email Verification Code’ field.
  16. From the ‘Security Question’ dropdown box select one of the question. This question and its answer will pretain to the user access request process only.
  17. Screen shot of the security question dropdown.
  18. Provide the appropriate response to the question selected in the ‘Security Answer’ field.
  19. Note: The security question selected and its answer will need to be provided when either checking on the status of a request or when required to modify a request.

    Screen shot of the security question and security answer fields
  20. In the ‘Enter Captcha’ field, enter the displayed characters shown in the Image beneath the field. If unable to read the displayed characters update the selection by clicking on the refresh icon next to the image.
  21. Screen shot of the captcha entry area
  22. Select the ‘Submit’ button on the bottom of the page. If the user no longer wants to submit the information they may clear the form and to provide different information by using the ‘Clear Form’ button or cancel the request by selecting ‘Cancel’.
  23. Screen shot of the submit request screen, with the submit button highlighted

    The PMS Access Request form will be displayed, requesters will need to provide:

    • Their organization information including the organiztion name and either the organizations EIN, PIN, or PAN’s that the user needs access to.
    • User contact information comprising of their work address and telephone number.
    • Select the type of access that they are requesting.
    • Their supervisors information including their name, title, email, and phone number.
    • Optional comments may be provided.
    Screen shot of the grantee access request screen
  24. Select the ‘Add’ button to provide the Organization/Institution information that you want access to. Use the ‘Add’ button for each organization that you need access to.
  25. Screen shot showing what to select to add an organization.
  26. The Organization / Institution Popup Box will be displayed after selecting ‘Add’, provide,
    1. The organization name.
    2. Select from one of the available Organization ID Types:
      1. EIN – Consists of the organizations Tax Identification Number, and a PMS prefix and suffix. Users may select to provide only their Tax Identification Number if the PMS prefix and suffix information is unknown.
      2. PIN – Payee Identification Number, issued by PMS. Selecting a PIN will provide the user with access to all PAN that are associated with the PIN.
      3. PAN – Payee Account Number, issued by PMS.
      Screen shot of organization name entry field.

      Note: The EIN, PIN, and PAN’s must exist in PMS to be approved by PSC.

    3. Enter either the EIN, PIN, or PAN number depending on the Organization ID Type selected.
    4. Screen shot of the EIN entry field, after EIN is chosen as the Organization ID type.
    5. When providing an EIN or PIN the user will need to select the ‘Yes’ option for ‘All Accounts’ to confirm that they would like access to all PAN’s associated with the EIN. If the answer to ‘All Accounts’ for the EIN is no then the user should provide the PIN instead. If the answer to ‘All Accounts’ to both the EIN and PIN is ‘No’ then the user should input the individual PAN numbers that they are requesting access to.
      1. EIN are required to be 9-12 characters in length and must be valid EINs in PMS.
      2. Screen shot of EIN entered in the EIN entry field, and Yes selected for All accounts.
      3. PINs are required to be 4-5 characters in length. To add multiple PIN for an organization, save the PIN and then use the organization ‘Add’ button to add additional PINs.
      4. Screen shot of PIN entry filed, after PIN is chosen as the Organization ID type.
    6. PANs are required to be 5 - 7 characters in length. Click the green plus sign (+) to add additional PANs for an organization.
    7. Screen shot of PAN entry field after PAN is chosen as the Organization ID type.
    8. Use the red minus sign (-) to delete any PANs added in error.
    9. Select ‘Save’ to add the organization information to the request.
    10. Screen shot of additional PAN's being added to the organization name
    11. The organization information will be shown in the Organization/Institution Section.
  27. To either ‘Remove’ or ‘Edit’ a organization, select the organization in the grid by clicking anywhere on the line and then select either ‘Remove’ or ‘Edit’.
  28. Screen shot of the completed organization information view.
  29. Within the ‘Contact Information’ section provide the following recipient contact information:
    1. First Name
    2. Middle Initial (optional)
    3. Last Name
    4. Job Title
    5. Full Address, including Country
    6. Phone number including Country code
    7. Telephone number type
    Screen shot of the user contact information entry fields
  30. Error messages will be displayed for missing required information.
  31. Screen shot of user contact information entry fields showing errors
  32. Select the country from the drop down list provided.
  33. Screen shot of country selection dropdown.
  34. When ‘United States’ is selected as the country, the 'State' field will appear and the requester will be required to select the applicable state from the drop down box.
  35. Screen shot of country selection dropdown with United States chosen.
  36. Provide a contact phone number. The country code for the phone number will automatically be filled in depending on the country selected in the address field. To override the country code select the checkbox ‘Do you want to override the Country Code?’ and provide the appropriate country code.
  37. Select from the ‘Telephone Type’ drop down box the phone type of the number provided.
    1. Cell
    2. Home
    3. Office
    Screen shot of telephone information entry area.
  38. Users will need to select the type of access that they need. The following levels of access are available in PMS.
  39. Access Level Description
    Grantee Inquiry Default.
    Account Maintenance Default. Allows for updating of user information such as contact information.
    Read Only Access This access is inquiry only. This access should only be chosen when not choosing other accesses or in conjunction with FFR View access.
    Payment Request Access to request funds. This access includes the ability view inquiries
    Federal Cash Transaction Report (FCTR) - View Access to view the quarterly FCTR in which recipients report cumulative federal cash disbursements. This report is used by Payment Managment Services to manage recipient accounts. This report is required for all G and P type accounts.
    Federal Cash Transaction Report (FCTR) - Preparer Access to prepare the quarterly FCTR in which recipients report cumulative federal cash disbursements. The ability to View the FCTR is automatically included when choosing this option.
    Federal Cash Transaction Report (FCTR) - Certifier Access to certify the quarterly FCTR in which recipients report cumulative federal cash disbursements. The ability to View the FCTR is automatically included when choosing this option.
    Federal Status Report (FSR) - View Access to view the expenditure report formerly known as the Financial Status Report (FSR).
    Federal Status Report (FSR) - Preparer Access to prepare the expenditure report. The ability to view the FSR is automatically included when choosing this option.
    Federal Status Report (FSR) - Certifier Access to certify the expenditure report. The ability to view the FSR is automatically included when choosing this option.

    Check all access levels required.

    Screen shot of the access level choices.
  40. A supervisor will be required to approve the request. Provide your superivsors:
    1. First Name
    2. Middle Initial (optional)
    3. Last Name
    4. Job Title
    5. Email Address
    6. Telephone number
    Screen shot of supervisor information entry fields.

    Note: If you are the highest ranking person in your organization, then provide your own information for the Supervisor information.

  41. If the recipient wants to explain why they need access or provide additional information to help PSC verify their information they may provide this information in the comment field. Up to 1000 characters will be accepted.
  42. Screen shot of the comment  entry area.
  43. Prior to submitting the user will need to check the certification box indicating that all the information provided is true to the best of their knowledge. Providing willfully false information is a criminal offense and is punishable by law.
  44. Screen shot of certification display, with the submit button highlighted.

    Note: Users that check the certify box and then return to amend any of their answers will be required to recertify their answers prior to being able to successfully submit their application.

  45. Recipients may click the ‘Save’ button at any time to save and exit the request. A Request ID will be emailed to the email address provided. The Request ID and the security question initially selected and its answer will be required to retrieve the request.
  46. Click ‘Submit’ to send the request to the listed Supervisor for approval.
  47. A ‘Success’ screen will be displayed containing the Request ID.
  48. Screen shot of a successful request.

    Additionally, an email will be sent to the user containing the ‘Request ID’. The recipient will need to use the ‘Request ID’ along with the security question they selected to check on the status of a request or make updates to saved requests. The provided User ID and the associated security question are valid only while the request is being processed. Once the request has been approved the user will be issued their permanent User ID and will select new security questions to be associated with their new ID.

    Screen shot of email received after a successful request, with the Request ID circled.

    A rejection email will be received if either the supervisor or PMS returns the request for changes.


Retrieving Existing Requests

Recipients may return to requests in order to complete, fix, or to check on their status.

To either return or check on the status of a submitted request:

  1. The user may either:
    1. Access the PSC Home page at https://pms.psc.gov and select ‘Request Access’ under the login button.
    2. For rejected requests, click on the link listed in the rejection email.
    Screen shot of a sample rejection email.
  2. Select ‘Retrieve Existing Request’.
  3. Screen shot of User Registration selection box.
  4. The user will be prompted to provide their:
    1. Request ID – The ID can be found in the email that was initially sent by the system to the user after submitting or saving the registration form.
    2. Security Question – The security question that the user initially selected during the requesting process.
    3. Security Answer – Provide the answer to the security question selected. Field is case sensitive.
    4. Captcha Field – Enter the characters that are displayed in the image provided. If unable to read the displayed characters click on the refresh icon next to the image to obtain a new character set.
    Screen shot of the retrieve existing access request form.

    Error messages will be displayed if the incorrect Security Question is selected and answered. If a user can no longer recall the question selected then they will need to create a new request.

    Screen shot of retrieve existing access request form with errors detected.
  5. Click ‘Submit’ after providing the correct information to update the initial request. If the initial request was rejected the rejection reason will be seen in the ‘Request Details’ section.
  6. Screen shot of a retrieved system access request.

    If the request has already been submitted and a review is in progress then the current status of the request will be displayed to the user.

Screen shot of request in progress, with the request details pop-up box showing the request details.

Supervisor Review

After a user requests access to PMS the supervisor designated in the request will need to review the submitted information and verify its accuracy. The supervisor information provided by the user will be used to send an email to the supervisor requesting that they review and approve the request.

The email will contain a link that will allow the supervisor to review the provided information.

Note: Supervisors are not required to have access to PMS in order to verify and approve the information provided.

  1. Click on the link within the email received.
  2. Screen shot of email sent to the supervisor with the link to the request in the email.
  3. The Supervisor view of the Payment Management System Access Request will be displayed. The view will consist of three tabs.
    1. Request Details – will list the information that the user requesting the access provided.
    2. Supervisor Comments – a place for the supervisor to enter any comments. Comments will be required when rejecting the request.
    3. Status History – a list of previous comments and dates that apply to this request.
  4. The Supervisor should review the information on the Request Details tab. The ‘Request Details’ tab is read-only for the supervisor.
  5. After verifying that the provided information is correct the supervisor will be required to certify that the information is true. Click on the box associated with the ‘I certify…’ statement.
  6. Click the ‘Approve’ button. The request will then be sent to PSC for verification and approval.
  7. Screen shot of the supervisor view of the system access request form.
  8. If the information needs revision then the Supervisor should select the ‘Supervisor Comments’ tab and provide the required changes in the comments section. The Supervisor should then click on the ‘Reject’ button on the ‘Request Details’ tab. An email will be sent to the recipient indicating that the request has been rejected and the request will be available for the recipient to edit.
  9. Screen shot of supervisor comments tab seleted, showing the comment area.
  10. The Supervisor can view previous comments made either by them or by PMS by selecting the ‘Status History’ tab.
  11. Screen shot of status history tab selected, and the status information.
  12. A success screen will be shown to the supervisor after they have approved the request.
  13. Screen shot of the success message after the supervisor has approved the request.

Receiving your User ID

Once the supervisor has approved your request for access the request will be forwarded to PSC. PSC will verify the information provided and determine if PMS access should be granted. If it is determined that PMS access will be granted the recipient will receive an email from the system containing their User ID and a temporary password.

  1. Use the link provided in the email to access the PSC home and PMS user login page.
  2. Screen shot of email received with the PMS Username and temporary password.
  3. Use the User Name and the temporary password provided in the email
  4. Read the ‘Government terms of use’ and click the ‘I agree’ checkbox.
  5. Click ‘Login’.
  6. Note: User name and passwords are case sensitive

    Screen shot of PMS home page with the user information entered into the PMS Secure Login area.
  7. An error message will be received if either the login or password is invalid.
  8. Screen shot of error message received if there are username or password errors.

    Following successful first time login, users will need to:

    • Change their password
    • Set up their security questions
    • Certify that they are authorized to use the system.

    New users will be shown the ‘Manage User Information’ page.

  9. Users will need to provide the temporary assigned password and then provide a new password.
  10. Passwords are expected to have the following characteristics.

    • Passwords are case sensitive
    • The password must be between 8 and 30 characters long
    • The password may not contain any spaces
    • The password must NOT contain commonly used words.
    • The password must contain at least 1 uppercase letter.
    • The password must contain at least 1 lowercase letter.
    • The password must contain at least 1 number
    • The passowrd must constian at least 1 special charcter but exclude single quote, double quote, colon, or semicolon.
    • You cannot resue a password for 300 days and your last 6 passwords.
    • The password may not contain significant portions of your PMS User ID, first or last name.
  11. Click on the ‘Request Verification Code’ button. A six digit code will be sent to the email address on file immediately.
  12. Provide the code received in the ‘Verification Code’ field.
  13. Select your three (3) Security Questions and Answers.
    1. From each of the Drop downs select a security question.
    2. Provide the appropriate answer in the text box below.
  14. Read the Certification statement and then certify by clicking in the checkbox provided.
  15. Click the ‘Change’ button.
  16. Screen shot of Manage User Information Page.

    After clicking the ‘Change’ button users will be immediately logged out and should log into PMS using their newly updated password.

    Screen shot of My User Info screen, with the Security Questions tab selected, to set up your self service password reset.

    All users are required to self-certify annually. The ‘PMS Annual Self Certification’ page will be automatically displayed following the first successful login to the system. Read the certification information and then select the ‘I Agree’ button.

    Screen shot of pop-up box from successfully changing your password.

    The user will be brought to the PMS Home Page.

    Screen shot of the Self Certification screen.