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  • New HMIS User Account Request

    New HMIS User Account Request

  • Welcome to the SSF HMIS New User Access Request process.  Please review the following information carefully to ensure you complete this form correctly:

    Who Can Submit This Request?
    Requests for new user access must be submitted by supervisors or other agency leadership. This requirement ensures that requests includes the correct access level information and the signed documentation confirming that the user has passed a background check. Staff members may not submit their own HMIS access requests. If it is discovered that staff at your agency are being instructed to request their own access, HMIS may need to revisit your agency's HMIS Participation Status. Thank you for your cooperation in maintaining system security and regulation compliance.


    Agencies Applying for HMIS Participation
    If you have recently submitted a form to become an HMIS Participating Agency, please do not fill out this form requesting HMIS access for your staff until you receive an email stating that your application has been approved.

  • Request HMIS User Access

    Request HMIS User Access

    • Details about the Person Completing this Request 
    • Please select your role:*
    • Do you directly supervise the staff member you are requesting HMIS access for?
    • New HMIS User's Supervisor's Information 
    • Agency Information 
    • Please select the Continuum of Care (CoC) your organization is associated with:*
    • Will the user be monitoring contracts for providers you fund?
  • HMIS Access Request Form

    HMIS Access Request Form

  • HMIS Access Role Descriptions

    HMIS access roles enable or restrict viewing and editing rights for HMIS End Users. The majority of HMIS End Users have Direct Service Staff level access.
  • Below are the access roles to choose from:

    • Direct Service Staff: Direct Service Staff is our most commonly used access level. Users are able to view/create/edit client records, program enrollments, services, assessments, contacts, locations, files, notes, and public alerts. They can also access the report library and run many of the canned and custom reports in the system. 
    • Services Only: This access role has very limited viewing access in HMIS. Other than viewing some of the information in the system, this access level can create services within active program enrollments, add notes, and add public alerts. They CANNOT complete assessments, refer clients, or enroll/exit clients from programs.
    • Supervisory Access: Designed for users who supervise other staff. In addition to the abilities of someone with Direct Service Staff access, they also have limited rights to delete information in the system, access to reports that allow them to monitor staff activity, and the ability to create their own custom reports in the Data Analysis section.
    • Reporting and Monitoring Only: This is a special access level for users who DO NOT enter or edit client program enrollments but are pulling report data to monitor the program's results. This access level allows the user to view all of the information for program enrollments, run both canned report and custom reports, and build and save their own data analysis reports.
  • Please select which access role your staff member requires below.*
  • Will this new user need access to other HMIS Participating Agencies (aka additional agency access)?
  • Please select any Sac CoC HMIS Participating Agencies that this user will need access to in order to complete their job duties.
  • Please select any Yolo CoC HMIS Participating Agencies that this user will need access to in order to complete their job duties.
  • Submit Your Request

    Submit Your Request

  • NEXT STEPS
    Upon receiving this form submission, a few emails will be sent out.

    HMIS will send an email to the staff member's supervisor with a request to complete the Staff Verification Form, which includes confirmation of a successful background check.  Please complete that form and send it back to HMIS.

    HMIS will send out an email to the staff member with instructions for accessing and completing the HMIS training.  They have two weeks to complete their training and pass their HMIS training quiz.  Once a passing quiz is submitted, HMIS staff will create the new account and email the new HMIS user with their login credentials.  The user needs to log into HMIS within 24 hours to create their new password and keep the new account active.

    As always, if you have any questions please email HMIS.

  • You selected "My agency is not on this list."  HMIS Access is not provided to individuals.  All access is provided through HMIS Participating Agencies.

    Our Agency Recently Requested to Become an HMIS Participating Agency 
    Most of the time, this is the reason why your agency's name is not showing up in this list.  this is because your agency is still in the process of being approved to become an HMIS Participating Agency.  New user requests can only be processed after the agency request has been approved.  Please email HMIS so we can let you know where your agency is in the onboarding process.

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