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general:grantprojectsmanagempuserprofiles
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Create and maintain user profiles
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.
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.
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.
If the user created an account in MemberPortal, the user's information is displayed in the list of results. However, you will notice that the Member column is blank since their user profile has not been completed. At this point, the user does not have access to view any grant information in MemberPortal.
❏ Click 
to open the User detail pop-up window and enter the applicable data to complete the user's MemberPortal profile. The user's First Name, Last Name, E-mail, and User Name fields are automatically populated.
Add a record:
❏ Click Add User to open the User detail pop-up window and enter the applicable data to add a new user and complete the user's profile.
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.
general/grantprojectsmanagempuserprofiles.1636469568.txt.gz · Last modified: 2021/11/09 09:52 (external edit)