My CFIA - Manage My Account

Table of Contents

Before you start

You must be logged into My CFIA to begin making changes to your account.

For information about logging into My CFIA, see Get Started.

Dashboard overview

The dashboard is your homepage and is the first screen you will see when you log into My CFIA.

The dashboard displays information about your My CFIA account, including your Profile Name, and contains links to allow you to manage your profile, enrol a regulated party or business or request a service for a party already enrolled.

Note

The navigation bar at the top of the dashboard provides links to return to the dashboard, to manage your profile and to logout.

Screen capture of the My CFIA dashboard with the Home, Manage Profile and Logout links circled, the Profile Name circled and the Manage Profile and Enrol New Party/Enter Invite Code links circled.

Managing Your Contact Profile

Step 1: Know Your Dashboard

Select Manage Profile from the navigation bar at the top of your dashboard to begin to modify the information related to your Contact Profile for My CFIA.

Screen capture of your dashboard page with Manage Profile link circled.

Step 2: Update Your Contact Profile

The Manage Profile screen will open and display your contact profile information.

Review and update the information, as required (e.g. changing last name from maiden to married name):

  • First Name (Required)
  • Middle Name
  • Last Name (Required)
  • Primary Phone Number (Required)
  • Email (Required)
  • Preferred Language (Required)

Select the Submit button.

Screen capture of the Manage Profile screen. Description follows.
Description of screen capture – Manage Profile

Managing Your Party Profile

From your dashboard, you may enrol a new party or view/manage the party profiles for which you are the Profile Manager.

For information on Enrolling a New Party/Enter Invite Code, see Get Started.

Step 1: Selecting a Party Profile

If you are associated to only one party profile in My CFIA, that party profile will be displayed on your dashboard.

If you are associated to more than one party profile, select the party profile you want to view or manage from the Select Party drop-down menu and select the Submit button. The dashboard will refresh to display information related to the selected party profile.

When the correct party name is displayed in the Select Party field, select the Manage Party link.

Note

The status of the party profile is displayed in parentheses after the business name. If the status is Draft, the party profile has not yet been submitted. If the party profile has been submitted, and invitations to a Profile Manager or Profile Authority have been accepted, the status will display as Active. If the invitations have not been accepted, the status will display as Pending. If the party profile has been validated by the CFIA, the status will display as Validated.

For information about how to submit your party profile, see Get Started.

Note

Changes to an active or validated party profile may affect in-progress service requests and/or active permissions. It is recommended that you call 1-800-442-CFIA (2342) to request an amendment where required.

Screen capture of the dashboard page with the Business Name and Party Administration sections circled

Step 2: Managing Party Profiles

On the Manage Party page, the various sections of your party profile are identified by blue bars.

To view the information within each section, select the right-pointing white arrow on the blue bar for that section. The section will expand to display the section details and the arrow will change to downward-pointing. To hide section details, select the downward-pointing white arrow. The section details will be hidden and the arrow will point right.

The sections on the Manage Party page are as follows:

  • Party Profile Overview
  • On-Account Numbers
  • Mandatory Party Contacts
  • Party Contacts
  • Party ASPs
  • Establishments
  • Declared Business Activities
  • Operating Names

The Edit links next to the fields on the Manage Profile page indicate the fields where you can make changes. Select any Edit link to begin modifying the party profile.

Screen capture of the Manage Party screen. Description follows.
Description of screen capture – Manage Party

Edit Business Information

The fields on the Enter Business Information section are as follows:

  • Profile Name (Required)
  • Preferred Language (Required)
  • Phone Number (Required)
  • Legal Name (Required)
  • Government of Canada Business Number (GCBN)
  • Business Structure (Required)

Make the necessary changes to the information and select the Save button.

Select the Cancel button to abandon any changes.

Select the Return to Manage Party button if you want to return to the Manage Party screen without saving any changes.

Note

Warning messages appear when you try to make changes. These messages contain important information. Please take the time to read them before you continue.

Screen capture of the Manage Party: Edit Business Information screen. Description follows.
Description of screen capture – Manage Party: Edit Business Information

Edit Office Address

The fields on the Edit Office Address page are as follows:

  • Address Line 1 (Required)
  • Address Line 2
  • City (required)
  • State/Province/Region (Required)
  • Zip/Postal Code (Required)

Make the necessary changes to the information and select the Save button.

Select the Cancel button to abandon any changes.

Select the Return to Manage Party button if you want to return to the Manage Party screen without saving any changes on this screen.

Screen capture of the Manage Party: Edit Office Address screen. Description follows.
Description of screen capture – Manage Party: Edit Office Address

Edit Billing Address

The fields on the Enter Billing Address page are as follows:

  • Country (Required)
  • Address Line 1 (Required)
  • Address Line 2
  • City (Required)
  • State/Province/Region (Required)
  • Zip/Postal Code (Required)

Make the necessary changes to the information and select the Save button.

Select the Cancel button to abandon any changes.

Select the Return to Manage Party button if you want to return to the Manage Party screen without saving any changes on this screen.

Screen capture of the Manage Party: Enter Billing Address screen. Description follows.
Description of screen capture – Manage Party: Edit Billing Address

Add/Edit Supporting Documents

For information about how to add and delete supporting documents, see Get Started.

Screen capture of the Party Enrolment – Supporting Documents screen with the Delete link and Add a New Document Upload button circled

On-Account Numbers

For information about how to add on-account numbers, see Get Started.

To edit or delete an existing on-account number, select Edit.

Screen capture of the Manage Party: On-Account Numbers screen with +Add On-Account Number button and Edit link circled. Description follows.

On the Edit On-Account Number screen, you may:

  • Change an on-account number by making the change in the name or number fields and selecting the Save button.
  • Delete an on-account number by select the Delete button

Screen capture of the Edit On-Account Number with the Delete button circled. Description follows.
Description of screen capture – Edit On-Account Number

Mandatory Party Contacts

On the Mandatory Party Contacts page, you may update:

Principal Contacts:

  • Profile Authority (Required)
  • Profile Manager (Required)
  • Alternate Profile Manager

Secondary Contacts:

  • Regulatory Contact (Required)
  • Emergency Contact (Required)

The Edit link next to a field indicates information that you can change.

Select any edit link to begin modifying the mandatory party contacts.

Screen capture of the Manage Party page with Profile Authority Edit link circled, Profile Manager Edit link circled, Alternate Profile Manager Edit link circled, Regulatory Contact Edit link circled and Emergency Contact Edit link circled

Edit Profile Authority

To edit information displayed for the current Profile Authority, edit the associated Contact Profile by selecting the Manage Profile tab at the top of the screen.

Refer to the Manage Profile section of this document for more information.

To invite another person to be the Profile Authority, enter their email address in the Email Address (Required) field and select the Invite button. The status of the invitation is displayed as "Pending Acceptance."

Add an expiry date for the invitation in the Invitation Expiry Date field if needed.

Alternately, you can select Cancel Invite and invite another person to be the Profile Authority.

Screen capture of the Manage Party – Edit Profile Authority screen with the Invite New Profile Authority section circled. Description follows.
Description of screen capture – Manage Party – Edit Profile Authority

Edit Profile Manager

To edit information displayed for the current Profile Manager, edit the associated Contact Profile. Select the Manage Profile tab at the top of the screen and refer to the Manage Profile section of this document for more information.

To invite another person to be the Profile Manager, enter their email address in the Email Address (Required) field and select the Invite button. The status of the invitation is displayed as "Pending Acceptance."

Alternately, you can select Cancel Invite and invite another person to be the Profile Manager.

Screen capture of the Manage Party – Edit Profile Manager screen with the Invite New Profile Manager section circled. Description follows.
Description of screen capture – Manage Party – Edit Profile Manager

Edit Alternate Profile Manager

To invite another person to be the Alternate Profile Manager, enter their email address in the Email Address (Required) field and select the Invite button. The status of the invitation is displayed as "Pending Acceptance."

Alternately, you can select Cancel Invite and invite another person to be the Alternate Profile Manager.

Screen capture of the Manage Party – Edit Alternate Profile Manager screen with the Invite new Alternate Profile Manage section circled. Description follows.
Description of screen capture – Manage Party – Edit Alternate Profile Manager

Edit Regulatory Contact

On the Manage Party - Regulatory Contact screen, make the required changes to:

  • First Name (Required)
  • Last Name (Required)
  • Primary Phone Number (Required)
  • Secondary Phone Number
  • Email

Select Save.

Select Cancel to abandon the updates.

Note

The regulatory contact is an individual who the CFIA may contact to arrange inspection activities, provide inspection findings or work with on inspection-related issues during regular business hours.

Screen capture of the Manage Party – Edit Regulatory Contact screen with the Save and Cancel buttons circled. Description follows.
Description of screen capture – Manage Party – Edit Regulatory Contact

Edit Emergency Contact

On the Manage Party - Emergency Contact screen, make any required changes to:

  • First Name (Required)
  • Last Name (Required)
  • Primary Phone Number (Required)
  • Secondary Phone Number
  • Email

Select Save.

Select Cancel to abandon the updates.

Note

The emergency contact is the person that CFIA will call first when there is something that requires attention outside of normal business hours (i.e., in the case of a required commodity recall or virus outbreak).

Screen capture of the Manage Party –Emergency Contact screen with the Save and Cancel buttons circled. Description follows.
Description of screen capture – Manage Party – Emergency Contact

Invite/Edit/Delete Party Contact

To add a Party Contact, select the +Add Party Contact button.

In the Invite Party Contact screen, enter the email address of the person you wish to invite in the Email Address (Required) field and select the Invite button. The status of the invitation is displayed as "Pending Acceptance." The person has 15 days to accept the invitation before it is automatically cancelled.

To return to the Manage Party screen without sending an invitation, select the Return to Manage Party button. If you wish to cancel the invitation immediately, select the Cancel Invite button.

To cancel a pending invitation from the Manage Party screen, select an invitation from the Pending Party Contact Invitations area.

Screen capture of the Manage Party – Party Contacts screen with the Add Party Contact button and Edit link circled. Description follows.
Description of screen capture – Manage Party – Party Contacts

Add/Edit/Delete Party ASP

To add a Party ASP, select the +Add Party ASP button.

On the Invite Party ASP screen, enter any or all of the following:

  • ASP Legal Name
  • Main Office City
  • Main Office Province
  • ASP Type

Select the Search button.

When the search is complete, any ASP matching the search criteria will be displayed in the Showing ASPs table. Select an ASP from the table and on the ASP Details screen, select the Invite button.

The status of the invitation is displayed as "Pending Acceptance." The ASP has 15 days to accept the invitation before it is automatically cancelled. To return to the ASP Search screen without inviting the selected ASP, select the Return to ASP Search button.

Add/Edit Establishments

Select the +Add New Establishment button to add a new establishment.

Screen capture of the Add Establishments page with the +Add New Establishments button circled

On the Add Establishment Details screen, enter any or all of the following:

  • Establishment Condition (Required)
  • Establishment Name (Required)
  • Preferred Language (Required)
  • Facility Registration Number
  • Hours of Operation
  • Days of Operation

Select the Next Step button.

Screen capture of the Add Establishment – Add Establishment Profile screen. Description follows.
Description of screen capture – Add Establishment – Add Establishment Details

On the Add Establishment Address page, select items from the drop-down menus and complete the required fields:

  • Address Line 1 (Required)
  • Address Line 2
  • Address Line 3
  • City (Required)
  • State/Province/Region (Required)
  • Zip/Postal Code (Required)
  • GPS Latitude
  • GPS Longitude
  • Additional Details

Select the Next Step button.

Select the Back button if you want to abandon the changes on this screen.

Select the Save & Return Later button if you want to save your changes and return to the Manage Party screen.

Screen capture of the Add Establishment – Add Establishment Address screen. Description follows.
Description of screen capture – Add Establishment – Add Establishment Address

On the Add Establishment Contact page select items from the drop-down menus and complete the required fields:

  • First Name (required)
  • Last Name (required)
  • Primary Phone Number (required)
  • Secondary Phone Number
  • Email

Select the Next Step button.

Select the Back button if you want to abandon the changes on this screen.

Select the Save & Return Later button if you want to save your changes and return to the Manage Party screen.

Screen capture of the Add Establishment – Add Establishment Contact screen with the Next Step, Back, Save & Return Later and Cancel buttons circled. Description follows.
Description of screen capture – Add Establishment – Add Establishment Contact

Select the +Add Another Season button to add a new season.

Screen capture of the Add Establishment - Add Season page with +Add Another Season button circled.

On the Add Season page select from the drop-down menus and complete the required fields:

  • Name (Required)
  • Seasonally Start (Required)
  • Seasonally End (Required)

Select the Save button.

Select the Cancel button if you want to abandon the changes on this screen.

Screen capture of the Add Establishment – Add Season screen. Description follows.
Description of screen capture – Add Establishment – Add Season

Select the Next Step button to return to the Add Establishment – Add Season page. The season you just added will be displayed.

Select the Edit button for any season in the list displayed on the Add Establishment – Add Season page to open the Add Season page to make required changes.

Screen capture of the Add Establishment Add Season page with the Edit link circled.

Add/Edit Operating Names

Select the +Add New Operating Name button to add a new Operating Name to the party profile.

Screen capture of the Manage Party Add Operating Name section with +Add Operating Name button circled.

Enter an operating name in the Name field and select the Save button.

Select the Cancel button if you want to abandon the changes on this screen.

Screen capture of the Manage Party – Operating Names screen with the Save and Cancel buttons highlighted. Description follows.
Description of screen capture – Manage Party – Add Operating Names

Select the Edit button for an operating name in the list displayed on the Manage Party – Operating Names section to make changes to an operating name.

Screen capture of the Manage Party - Add Operating Name page with Edit button circled.

Party Profile Update Complete

When you are finished updating the party profile, you may:

  • Select Home to return to your dashboard.
  • Select Manage Profile to make changes to your profile information.
  • Select Logout to exit My CFIA.
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