Create Agency User > Before You Start

Only Agency User Administrators can create new users for an Agency.

Before creating a new Agency user:

1.       Verify basic information about the user:

First and last name, middle initial and preferred title

Job title

Email address

Telephone and extension

2.       Verify that the user does not have an existing eGrants account.

3.       Identify the Program Office for which you are adding (or editing) the Agency user.  You must select the appropriate Program Office before creating a new user or changing role assignments.

4.       Identify all the roles the user will perform for the Agency and for the current Program Office.  Refer to “Managing Roles and Security” for more information.

5.       Ask if the new user has a preferred login.  (If no login ID is preferred, a login containing the user’s last name is recommended.)

 

For more information:

Editing User Information

Resetting User Passwords

Locking or Removing Agency User Accounts