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Manage Organization Profile

The Manage Organization Profile page allows the EBiz POC or an AOR with the MPIN to change the AOR Access Level setting for the organization. The Standard setting for AOR Access Level allows the AOR to retain the default access and functionality, which includes submitting applications they are given access to on behalf of the organization. For more about an AORs default actions, review the Applicant Actions section.

The Expanded setting provides all AORs within an organization access to every application and form across the organization. If you select the Expanded setting for your organization, each AOR is treated like a Workspace Participant to every workspace without the need to add them to the workspace. With the Standard setting, a workspace cannot be submitted until the Workspace Owner or EBiz POC adds an AOR to the workspace.

Compare Standard and Expanded Access  

Standard AOR Role

AOR with Expanded Access

Can only submit workspace packages when they are added as a Workspace Participant.

Can submit any application. AORs are treated like a Workspace Participant of every workspace.

Must know the organization’s MPIN in order to perform EBiz POC actions, such as managing applicants and workspaces for the organization.

Can perform three EBiz POC actions without knowing the MPIN: Manage Applicants for Organization, Check Application Status for Organization and Manage Workspaces for Organization.

Benefit for organizations that want to control who has access to the information available in each workspace.

Benefit for organizations that want to make it easier to manage workspace access but are comfortable giving all AORs this universal access.

 

For more information about the AOR with expanded access, review the AOR Actions (for expanded access) section before changing the AOR Access Level setting.

How to Change the AOR Access Level

  1. Click the Manage Organization Profile link.

  2. Select the radio button for either the Standard or Expanded setting.

Caution: Selecting the Expanded setting allows every AOR to access every application, which may include both financial and programmatic forms, submitted by your organization.

  1. Click the Save button.

  2. If prompted with a confirmation message, click the Continue button to complete the change or the Cancel button to prevent changing the setting.

 

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