Editing Agency User Information

Agency User Administrators can edit information assigned to an Agency user, when required. 

USER PROFILE MAINTENANCE:  Users with active access to eGrants can maintain their own Personal Information (name, address, etc.) by clicking the Profile icon Description: 00userprofile in the upper left corner of every screen.

Editing Agency User Information > Step-by-Step

To edit information for an existing 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.  Locate the user to edit:

Click the column heading in the selection list to sort a column in alphabetical order.

Type all or part of the information (case-sensitive) you wish to locate in one or more fields below the column heading and click the filter icon Description: 00filter.

5.       Click the Select icon Description: 00padpencil in the row of the user to edit.  The Agency User Detail screen appears.

6.       Click and edit any of the fields.  Note that you cannot edit the login ID for any user.

7.       Click Save to save the information.

8.       To add new roles or remove roles for the current Program Office, click the Roles panel bar to expand the panel.

9.       Add or remove roles as needed:

Add Role
Click the Add Role button to open the Add Role to User Account window.  Check the box or boxes for new roles to add and click Select.

Remove Role
To remove a role from the selection list, click its Delete icon Description: 00x.

Roles are saved automatically when you complete the Add window or edit the selection grid.

10.   Click Back to User Summary to edit other users or perform other user management tasks.

 

For more information:

Creating New Agency Users

Resetting User Passwords

Locking or Removing Agency User Accounts

Renewing User Roles