Help to Buy Guidance

For Developers and Agents

Access to Help to Buy

Programme Management System

Section / Affordable Homes
Version / V1.1 Final
Date / 30th October 2013

Page 1 of 11

Contents

1.Introduction

2.Purpose and scope

2.1Limitation and Assumptions

2.2Constraints

2.3Background

3.Business Process

3.1Login

3.2Reset your password

3.2.1IMS Users

3.2.2IMS non users i.e. smaller developers who only use Help to Buy partner portal

3.3Set up users [IMS primary security administrators only]

4.Appendices

4.1Glossary

4.2Terms of use

4.2.1Instructions on how to use and interpret flowcharts, swimlanes etc

4.3Where to get extra help

4.4Other relevant information

1.Introduction

This document is aimed at allproviders who need to login to the Help to Buy Programme Management System section of the Partner Portal. Some providers will already use IMS and have an IMS account. Others will not be users of IMS and need an account solely to enableaccess to theHelp to Buy Programme Management System. This guidance is for both types of providers.

For clarity, the sections applicable to each user type are detailed in the diagram below:

This document will show you how to:

  • Login[section 3.1, page 5]
  • Reset your password [section 3.2, page 6]
  • Set up users [IMS Primary Security Administrators (PSA) only, section 3.3, page 8]

Please note that all data shown in images is for test purposes only and that live information will vary.

Words denoted in bold within the main text indicate reference is made to this by means of a within an accompanying screenshot.

2.Purpose and scope

2.1Limitation and Assumptions

For users who already have an IMS account, they willbe given access to Help to Buy Programme Management System by their PSA. The PSA can allocate authorities in the standard way.

For users who only need access to the Help to Buy Programme Management System, Provider codes and authorities will be set up by the Provider Management team. These users will have a user ID, password and provider ID but will not have access to IMS. This will be arranged as part of the contracting process and will enable house builders to submit monthly returns.

The first time the user accesses the system, you will need to reset their password [section 3.2]

2.2Constraints

2.3Background

House builders are required to submit a monthly return within the first 10 business days of each month. This guidance provides details on how to access the system.

Local Help to Buy agents are responsible for submitting an Authority to Proceed report within 2 business days of month end.

This guidance provides details on how to access the system.

3.Business Process

3.1Login

Click on this link, or type

your browser

Select IMS external from the drop down box

Type yourUser name or ID, Password and Provider code in the boxes.

For IMS users this will be the same information as the account you already have.

You can tab through the boxes, or click with your mouse.

Click login

A successful login will bring you to this screen

Click on Help to Buy Programme Management to show your list of available functions

NB The screenshot below shows the full list of options. You will see one or more of these options, depending on the authorities you have

3.2Reset yourpassword

3.2.1IMS Users

If you have forgotten your password:

EITHERcontact your primary security administrator who can perform a reset in IMS.

OR reset your own password in IMS with reference to your chosen security questions

3.2.2IMS non users i.e. smaller developers who only use Help to Buy Programme Management System

Click on this link, or type

into your browser

On the home page, select the Log inlink on the top right

Complete the information on the Log In page using your current password. Your current password might be a temporary password sent by email

Click Log In

NB You must remember your current password to completea reset

Complete the form with your User name or ID, currentpassword and Provider code

NB Your current password must be re-entered on this screen

Enter a new password of your choice in the next 2 boxes (New password and Confirm New Password).

This password must be a minimum of 8 characters long, a mixture of upper and lower case and be a mixture of letters, numbers and/or symbols

3.2.3Forgotten password

From the Log In page, click Forgotten Password?

Complete the information on the Reset Password screen

Click Reset Password button

Your new password will be sent to your email address

3.3Set up users [IMS primary security administrators only]

Existing IMS users requiring access to theHelp to Buy Programme Management System will need to have appropriate authorities added to their IMS account by their PSA. For details of how to do this, see the Security Guidance in the IMS Security module.

Table of Authorities for PSA

Help to Buy role / The type of user you are / System access / Authority to be applied
Small developer / Registered Provider / View only monthly returns / RP – View Help to Buy Developer returns
Access, Save, Submit and Withdraw monthly returns / RP – Process Help to Buy Developer returns
Unregistered Body / View only monthly returns / URB – View Help to Buy Developer returns
Access, Save, Submit and Withdraw monthly returns / URB – Process Help to Buy Developer returns
Help to Buy only / Not applicable
Large developer / Registered Provider / View only monthly returns / RP – View Help to Buy Developer returns
Access, Save, Submit and Withdraw monthly returns / RP – Process Help to Buy Developer returns
Unregistered Body / View only monthly returns / URB – View Help to Buy Developer returns
Access, Save, Submit and Withdraw monthly returns / URB – Process Help to Buy Developer returns
Help to Buy only / Not applicable
Help to Buy Agent, acting on behalf of other organisations / Registered provider / View only monthly returns / RP – View Help to Buy HTBA returns
Access, Save, Submit and Withdraw monthly returns / RP – Process Help to Buy HTBA returns

4.Appendices

4.1Glossary

PSA / Primary Security Administrator
RP / Registered Provider
URB / Unregistered Body
HTBA / Help to Buy Agent
Small developer / Developer who is forecast to deliver 40 or fewer Help to Buy units
Large developer / Developer who is forecast to deliver over 40 Help to Buy units

4.2Terms of use

4.2.1Instructions on how to use and interpret flowcharts, swimlanes etc

At the start of each process there is a high level process map to assist the user on how to use a particular part of the system, the below indicates the purpose of each shape within these processes, and the arrow indicates the direction of travel for the process flow.

4.3Whereto get extra help

Click on the Contact Us link at the top right hand side of the home page

This gives contact details for the HCA Service desk

4.4Otherrelevant information

For IMS users there is Security Guidance within the IMS Security module.

Click on the large question mark on the top right.

General information about the Help to Buy programme is available on the HCA website:

Guidance For Help To Buy Access To Partner Portal [External Users] V1.1Page 1 of 12