When assigning roles to a user's profile, or to a Grantor certificate, it is important to make sure this person/certificate should have access to the agency data and system functionality authorized by that role. Please review the role definitions carefully before granting role(s).
How to Manage Roles for Users and Certificates
To reassign user roles, click on the Manage Grantors link in the left navigation menu or Grantor tab drop-down menu. To reassign roles for a Grantor certificate, click on the Manage Grantor Certificates link.
Perform a search and select the Manage Roles link in the Actions column. A pop-up window will appear.
Under the Please Specify Role Access section, check the box beside the roles you would like to assign to the user. Uncheck the box beside any roles you want to remove.
When you are done, check the disclaimer box and click the Save button.
To cancel the action, click the Cancel button.
Agency Tracking Number/Notes Assigner role allows a user to assign tracking numbers and notes to submitted applications.
Agency Grant Retriever role allows a user to retrieve applications that are submitted to your agency. This role also allows grantors to acknowledge the application download.
Agency Report Viewer role allows a user to view all the applicant and organization reports.
Agency Template Creator role allows a user to create and manage application package templates.
View Applications role allows a user to view the applications submitted to your agency.
Manage Agencies role allows a user to create agencies and sub-agencies. Grantors should use caution when assigning this role because it gives a user the ability to access sub-agency data. A grantor must have this role in order to access sub-agencies.
Manage Forecasts role allows a user to add, modify, and delete forecasts, and also add related documents within your agency’s grant opportunities.
Manage Grantors role allows a user to add or remove roles from other users. Grantors should use caution when assigning this role because it gives a user the ability to assign or remove other users' roles. Every agency and sub-agency must have at least one user with the Manage Grantors role. This role also allows agencies to assign/revoke roles to certificates.
Manage Packages role allows a user to add, modify, and delete application packages, and also add related documents.
Manage Synopses role allows a user to add, modify, and delete synopses, and also add related documents within your agency’s grant opportunities.