Return to get started buttonReturn to get started button
Print buttonPrint button

Manage Organization Profile

The Manage Organization Profile page allows the EBiz POC or an Expanded AOR to view and manage important organizational information. This includes viewing the SAM Organization Details to make sure the information is accurate and up to date.

SAM Organization Details

To review and verify the information on file is current, select the Manage Organization Profile link in the left navigation. You will be presented with the information on file with SAM. To update the SAM information shown in, the EBiz POC must visit the SAM website.

The SAM account must be renewed annually to maintain an active registration. Changes made in may take up to 48 hours to update in the system. When an organization gets a new EBiz POC, the EBiz POC functionality will only be available to him or her upon entering a valid MPIN.

If the SAM registration has expired, the system will display “Deactivated” instead of displaying the future expiration date. When an application is submitted, the SAM Registration status of the applicant organization will be validated against the information that is in SAM. If there is a discrepancy between the data in and the data in SAM, SAM will be considered correct and the data stored by will be updated.

Organization Preferences

Users may also set Organization Preferences that customize user access levels for certain roles. This includes changing the AOR Access Level, budget forms within Workspace, and the Workspace Display Option on the View Grant Opportunity page. Review the sections below for an explanation of these different settings.

AOR Access Level

The Standard setting for AOR Access Level allows a user with the AOR role to retain the default access and functionality, which includes submitting applications they are given access to on behalf of the organization. For more about the default actions for the AOR role, review the Applicant Actions section.

The Expanded setting provides all users with the AOR role within an organization access to every application and form across the organization. AORs with expanded access are able to manage all of the workspaces for the organization. This is the same functionality given to the EBiz POC or Expanded AOR.

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 of the organization.

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.


Note: As a general rule when reading the Online User Guide, references to the actions available to an AOR, Workspace Owner, or Workspace Participant are available to AORs with expanded access.

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.

Default Workspace Form Access

The Default Workspace Form Access setting allows you to determine whether all Workspace Participants can access and edit all forms, including budget related forms. If you wish to limit access to budget forms, select the Non-Budget Forms radio button option.

Access can also be adjusted using the Manage Access option in the Participants tab of an individual workspace.

View Grant Opportunity - Workspace Display Option

The View Grant Opportunity - Workspace Display Option controls whether an organization's already created workspaces will display on the View Grant Opportunity page in the Available Workspaces table.

  • Show All Organization Workspaces - If this setting is selected, when a logged in user attempts to create a workspace, then the Available Workspaces table will display any workspaces that have already been created for this package. If no workspaces have been created for this package by a user in your organization, then this table will not display.

  • Show Only User's Workspaces - If this setting is selected, when a logged in user attempts to create a workspace, then the Available Workspaces table will only display workspaces that specific user has access to, even if a user in your organization has created a workspace for this package.

View Grant Opportunity page, Package Tab, Available Workspaces table


Table of Contents