To create a new Agency user:
1. Login to eGrants as an Agency User Administrator.
2. If you have access to more than one Program Office, the Select Program Office window appears. Click SELECT beside the appropriate Program Office.
3. From the main menu bar, click Administration > User Management. The User Agency Summary screen appears.
4. A list of all available users for your Agency appears. Click the Add Agency User button above the list. The Add New Agency User window appears.
5. Complete the fields:
Login |
Text / Required |
Type a unique user login for the new user. To verify if the login is available, press TAB. The system indicates if the login is available. If the login is not available, enter a new login. |
User Type |
Restricted |
Only Agency users can be created on this screen. |
Title of Address |
Dropdown / Optional |
Click the dropdown list. Click the title of address. |
First Name |
Text / Required |
Type the user’s first name. Compound and hyphenated names are acceptable. |
Middle Initial |
Text / Optional |
Type the user’s middle initial. |
Last Name |
Text / Required |
Type the user’s last name. Compound and hyphenated names are acceptable. |
Job Title |
Text / Required |
Type the user’s job title. This title is retrieved when the user enters Contact Information or Electronic Signature information. |
Text / Required |
Type a valid email address for the user. An email is required for eGrants user authorization and various notifications. The same email address can be used for multiple user accounts (such as a shared department address). A system message appears if the email is used for other user accounts. |
|
Phone |
Text / Required |
Type the area code and telephone number for the user. |
Ext |
Text / Optional |
Type the user’s extension, if required. |
6. Click Save to save the information and close the window. The User Detail screen appears.
The information you entered for the new user appears in the fields.
If needed, edit the Personal Information fields and click Save to modify the information.
7. Before the user can access eGrants information, at least one role must be assigned. Click the Roles panel bar to expand the panel.
8. Click Add Role. The Add Role to User Account window appears.
9. Check the box or boxes to assign one or more roles for access rights or task assignment. Roles can be combined as needed to enable the user to perform a combination of tasks for your Agency.
Agency Sign-off |
Task Assignment |
Click the checkbox if the user is an authorized approver of projects. This role enables the user to perform the authorized signoff task during grant application submission. |
Agency User Administrator |
Security Access |
The User Administrator role provides access to the Administration menu and enables the user to create and manage user accounts. |
Project Create |
Task Assignment |
The Project Create role enables the user to view and select available grants and create a new grant application on behalf of the Agency. It activates the Create New Grant Application button on user screens. |
Project Writer |
Security Access |
The Project Writer role enables the user to enter and edit answer text on a grant application and modify grant application details. |
Project Viewer |
Security Access |
Project Viewers have the capability to view all grant application information in read-only format. The role can be combined with agency signoff and others. |
Project Submit |
Task Assignment |
The Project Submit role activates the Submit button and enables the user to complete and submit a grant application to the Program Office. |
Electronic Signature |
Task Assignment |
The role activates the Electronic Signature functions used for applying an authorized electronic signature to a contract. It can be assigned only upon approval by the PDE legal office. |
10. After assigning one or more roles, click Select. The Add Role to User Account window closes. All assigned roles appear in the selection list.
11. Click Back to User Summary to add additional users or perform other user management tasks.
After roles are added, the user account is ready for login and use.
The new user receives an email with login instructions and a temporary password.
NOTE: The roles you assign are valid only for the current Program Office. If your Agency has access to more than one Program Office, you must change the Program Office and assign new roles.
For more information: