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general:grantprojectsmanagempuserprofiles

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general:grantprojectsmanagempuserprofiles [2021/11/09 14:52] – created emorenogeneral:grantprojectsmanagempuserprofiles [2026/02/16 14:48] (current) – emoreno
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-==== Create and maintain user profiles ====+<div keep> 
 +<WRAP center round info>When creating a new MemberPortal user or resetting a user's password, the change password date is set to 01/01/2000, which requires the user to change their password upon logging on to MemberPortal. 
 +</WRAP> 
 +</div>
  
 +VCV Under **User**:
  
-[[grantsprojects:tables:manageusers|Grants and Projects > Tables > Manage Users]] 
  
-This page is used to manage user accounts in Grants and Projects and MemberPortal. In order for users to have the appropriate access to a grant, user profiles must be completed by linking the user to a specific member and grant type, and assigning the level of access the user has to a grant type. Fiscal agents can use this page to add, change, and delete user accounts in both Grants and Projects and MemberPortal.+^First Name|Type the user's first name. This field can be a maximum of 50 characters.  |  
 +^Last Name|Type the user's last name. This field can be a maximum of 50 characters.  |
  
-Member users can create an account via MemberPortal; however, they will not have access to any grant information until the fiscal agent or MemberPortal admin user completes their user profile.  
  
-{{:general:ssa_fa_manage_-_user_profiles.jpg|User Profiles}}+VCV In the **Phone** fields:
  
-<WRAP center round tip>**TIP**:  **It is recommended** that fiscal agents create at least one MemberPortal user with admin permission for each member LEA. Admin users will have access to a Manage Users page in MemberPortal where they can perform all of these same tasks for users within their member LEA. +^Area Cd|Type the three-digit area code of the phone number.| 
-</WRAP>+^Phone Nbr|Type the seven-digit phone number.| 
 +^Ext|Type the four-digit extension number if any.| 
 + 
 +^Member|This field is automatically populated with your assigned Member information (six-digit county district number and name) as set up for your admin user profile in ASCENDER Grants and Projects. | 
 +^Admin |Select to indicate that the user is an admin user. Users designated as Admin users will be able to manage users for their assigned member in MemberPortal.  | 
 +^Status|Click {{:images:dropdown.gif|Drop-down Arrow }} to select the user's status (//A - Active// or //I - Inactive//).   | 
 +^E-mail|Type the user's email address. The field can be a maximum of 45 characters.| 
 +^E-mail Opt-Out|Select to indicate that this user is opted out of receiving emails.  | 
 +^User Name|Type a 6-25 character user name. (No embedded spaces are allowed.)  |  
 +^Password|Type a new password. If the user initiated the account profile via MemberPortal, this field is populated with an encoded and masked version of the user's password to secure their credentials. Fiscal agents or admin users can update user passwords as needed.\\  \\  Requirements:\\  \\  <div indent>• 16-46 alphanumeric characters\\  • Three of the following: uppercase, lowercase, numeric, and special characters\\  **Allowed special characters:** : “ # $ % ' ( ) + , - . / : ; < = > @ [ \ ] _ ` { | } ~\\  • Case-sensitive</div>| 
 + 
 +VCV Under **Grant Types**: 
 + 
 +^Grant Type|Begin typing the grant type or description. As you type the data, a drop-down list of corresponding data is displayed. Select a grant.  If the grant type or description is not known, click {{:images:small_picklist.jpg|Ellipsis Icon}} to select a grant from the Grant Types lookup or press the Spacebar to view a list of grant types. | 
 +^Accessibility|Click {{:images:dropdown.gif|Drop-down Arrow }} to select the user's level of access to the corresponding grant type.\\  \\  <div indent>BBB All\\  BBB Inquire Only\\  BBB Enter and Save Data\\  BBB Submit Reimbursement Request\\  BBB Submit Budget Revision Request</div>\\  \\  **Note**:  If a user only has access to enter and save data, they can only update their requests.    | 
 + 
 +VCV Click **+Add** to add additional rows.
  
-{{page>general:grantsprojects:tables:manageusers_body}}+VCV Click **Save**. Otherwise, click **Cancel** to return to the Manage Users page without adding data.
general/grantprojectsmanagempuserprofiles.1636469568.txt.gz · Last modified: 2021/11/09 09:52 (external edit)

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