Renewing User Roles

In accordance with Pennsylvania Department of Education’s computer security policies, user access to the eGrants systems must be reviewed on an annual basis. 

eGrants automatically assigns an expiration date of one year to each role.  Agency User Administrators are responsible for reviewing and renewing the roles for all Agency users.

Agency User Administrators are advised to review their Agency users each year to ensure:

User records are up-to-date.
To ensure that users who no longer represent the Agency have been inactivated, review the user records periodically.  Lock users who are not currently employed.  Delete users who are no longer employed.

Roles reflect the current user’s job responsibilities.
If Agency personnel change positions or responsibilities, their respective roles in eGrants may require updating.  Review the roles each year for accuracy.

USER REQUESTS FOR ACCESS:  If an active user reports a problem with access, the roles may have expired.  Verify the assigned roles and their expiration dates.

Renew User Roles > Step-by-Step

To renew one or more roles 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 the Roles panel bar to expand the panel and view roles and expiration dates.

7.       After reviewing the expiration dates, renew the roles as needed:

Renew All Roles
For permanent employees, all roles can be renewed at once.  Click Renew All Roles.  The expiration dates will be set for a year from the current date.

Renew Roles Individually
To renew a single role for a year from the current date, click the Renew Expiration icon Description: 00renew for the selected role.  The expiration date will be set for a year from the current date.

Add Role
If a new role is needed, 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, click its Delete icon Description: 00x.

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

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


For more information:

Editing User Information

Locking or Removing Agency User Accounts