Users have reported being unable to find their Canopy My Account lists in FAMISweb. Given technical constraints, we were unable to port those lists, so you will need to create your My Account lists in FAMISweb. However, we have improved both the experience and process.
Creating a new list directly from Account search results
- Once you have performed an Account search, in the Search results section (the grid), click the checkbox(es) on the left to add or remove your selection from My Accounts.
- Click Add to My Accounts.
- Select a pre-existing My Accounts list from the dropdown or create a new list by selecting + Add to new list, then Save.
Creating new lists directly from the My Accounts page
- Click the Add a list + button.
- Set the Fiscal year, enter a List name (both required) and include a Description.
- In the Actions column, select the check mark. You now have a list you can add accounts to from several pages throughout FAMISweb.
My Accounts – access and updated features / functions
- Access My Accounts from the main menu: Select Account oversight, and in the Lookup section, select My Accounts.
- Access My Accounts from any page: Click on your profile icon in the top right corner, then select My Accounts.
- From the My Accounts Actions column: You can Add accounts and Delete, Rename or Download your list.
- From the far-left column: You can drag and drop your lists in any order.
- Lists can cross multiple members: Lists can also include GLs and SL-SAs; just be aware that the columns differ significantly for these account types.