To access the Manage Organization Roles page in Grants.gov, you must have a role that grants role management privileges. These include the EBiz POC, Expanded Authorized Organization Representative (AOR), or a custom role with the requisite privileges.
Under the Roles tab, custom roles can be created, modified, deleted, and viewed. You may also view, activate, or inactivate core roles. Click the Activate or Inactivate links in the Availability column to toggle the availability of the core roles. Under the Roles Activity tab, role(s) related actions can be reviewed.
There are two types of roles in Grants.gov: (1) core roles and (2) custom roles. The three “core roles” are Expanded AOR, Standard AOR, and Workspace Manager. They are listed first on the Manage Organization Roles page, under the Roles tab, and their privileges cannot be modified.
The second type of Grants.gov role is the “custom role.” Organizations may create as many or as few of these custom roles as are needed. Each custom role may be given a unique name and assigned a custom set of privileges. Creating and assigning custom roles are useful when the core roles do not meet a specific organization’s grant workflow needs.
Set privileges in a unique way to align with your organization’s grant workflow
Create role names to fit the titles and processes you use
Need to develop internal training resources for unique set of functionality
Limited applicant user support
Why? With over 12,000 organizations that apply through Grants.gov, we are unable to develop unique, customized training resources, such as this online user guide or tutorial videos, and user support services for the many combinations of privileges within each organization’s custom roles. Grants.gov’s online resources focus on the core roles. The following instructions explain how to create and manage custom roles.
Caution: For organizations that choose to use custom role(s) rather than the core roles, please consider the impact of needing to develop internal training resources based on the unique set of privilege(s) assigned to your custom role(s).
Below are all of the privileges that may be added to a custom role, along with brief definitions.
Create Workspace: Ability to create a workspace, which may be performed from the View Grant Opportunity page, Apply Now link, or Copy action from the Manage Workspace page.
Own Workspace: Ability to be a workspace owner, which allows users to add participants to a workspace and control form-level access (among other things). Workspace ownership can be transferred to other workspace participants with this privilege.
View Organization: Ability to view but not edit information about the organization, such as SAM information, roles, and organization preferences in Grants.gov.
Manage Applicants - Basic Workspace Roles: Ability to assign the Workspace Manager role (or a custom role with only basic workspace privileges) to an organization’s users.
Manage Participants for My Workspaces: Ability to add or remove participants from workspaces of which the user is a participant.
Submit Applications for My Workspaces: Ability to submit applications for workspaces of which the user is a participant and to check the status of these submissions.
Manage Organization: Ability to make changes to organization-level settings and to create and edit organization custom roles.
Manage Applicants - All Roles: Ability to assign and revoke roles for organization users.
Manage Certificates: Ability to view or change roles on system-to-system (S2S) certificates. This only applies to organization's using S2S to connect to Grants.gov.
Manage Participants for Organization Workspaces: Ability to manage participants within all organization workspaces without being a participant of the workspace(s). Refer to the Forms Tab help article to review activities that workspace participants may perform.
Participant Activities for Organization Workspaces: Ability to perform participant activities within all organization workspaces without being a participant of the workspace(s).
Submit Applications for Organization Workspaces: Ability to submit applications within all organization workspaces without being a participant of the workspace(s).
Check Application Status for Organization: Ability to check the application status for all organization submissions.