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When you click "Add Role," a window will pop up with a "Role" and a "Program" dropdown. Start with the Role. For grantees, role will always be "Grantee." Please see the "Program Roles and User Profiles Definitions" page linked again below for a more complete picture of what each of the "Roles" is used for. Finally, for the "Program" dropdown, always select "All Programs." Never select just "Oversight and Advisory Committee" or "Partnership Education and Research Committee" even if you know that the user will only be working with OAC or PERC.




Program Roles and User Profiles Definitions can be found on this page here.


Once you've selected the correct Program Role and the Program "All Programs," click Create Role user. This will add the role to the user in question. That completes the steps for manually creating a new user; now this user will just have to set their password as described in the Grantee Reference Guide in order to activate their account and be able to log in.

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