ASCENDER MemberPortal

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general:grantsprojects_createmaintainuseracctsmp

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general:grantsprojects_createmaintainuseracctsmp [2021/11/09 15:14] – created emorenogeneral:grantsprojects_createmaintainuseracctsmp [2021/11/09 17:24] (current) – emoreno
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 ==== Create and maintain user profiles ==== ==== Create and maintain user profiles ====
  
 +[[:manageusers|MemberPortal > Manage Users]]
  
-[[grantsprojects:tables:manageusers|Grants and Projects > Tables > Manage Users]]+<WRAP center round info> 
 +This page is only accessible by MemberPortal admin users. Admin users are designated by fiscal agents in ASCENDER Grants and Projects. 
 +</WRAP>
  
-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.+<WRAP round intro>This page is used to manage MemberPortal user accounts. Member users can create an account via the MemberPortal; however, they will not have access to any grant information until the fiscal agent or an admin user for their assigned member LEA completes their MemberPortal user profile. Admin users can assign admin permissions to other MemberPortal users, tie users to specific members, and manage the level of access a user has to a grant type.
  
-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. +As a MemberPortal admin user, you can add, change, and delete MemberPortal users.  
 +</WRAP>
  
-{{:general:ssa_fa_manage_-_user_profiles.jpg|User Profiles}} 
  
-<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. +====Retrieve a record:====
-</WRAP>+
  
-<div indent>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.  
-</div> 
-\\ 
-VCV Click {{:images:mag_edit.png|Spyglass Icon}} 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.  
  
-<div head3>Add a record: +{{page>general:grantsprojectsmanageusers_retrieverecord}}
-</div>+
  
 +VCV Click **Retrieve**. A list of records matching your search criteria displays in the **Results** grid. 
  
-VCV 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. +<div indent>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. 
- +
-<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> </div>
  
-VCV Under **User**: +{{:general:mpadmin_results.jpg|MP Admin Results}}
- +
- +
-^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.  | +
  
-VCV In the **Phone** fields:+{{page>general:grantsprojects_createmaintainuseracctsmp2}}
  
-^Area Cd|Type the three-digit area code of the phone number.| +{{:general:mpadmin_userprofile.jpg|Incomplete }}
-^Phone Nbr|Type the seven-digit phone number.| +
-^Ext|Type the four-digit extension number if any.| +
-\\ +
-^Member|Begin typing a member name or six-digit county district number. As you type the data, a drop-down list of corresponding data is displayed. Select a member. If the member name or county district number is not known, click {{:images:blue_small_picklist.jpg|Ellipsis Icon}} to select a member from the [[general:members_lookup|Member lookup]] or press the SPACEBAR to view a list of members.  | +
-^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 250 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>• 8-46 alphanumeric characters\\  • Three of the following: uppercase, lowercase, numeric, and special characters\\  • Case-sensitive</div>|+
  
-VCV Under **Grant Types**:+{{page>general:grantsprojects_createmaintainuseracctsmp3}}
  
-^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:blue_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 requests, they can only update their requests.  | 
  
-VCV Click **+Add** to add additional rows.+After you completed the user's profile, click **Save**. 
  
-VCV Click **Save**. Otherwise, click **Cancel** to return to the Manage Users page without adding data.+{{:general:mpadmin_completeduserprofile.jpg|Completed MP User Profile}}
  
 +The user will now have access to the assigned grant type based on the level of accessibility. You will notice that the **Member** column is now populated for the user profile. 
  
 +{{:general:mpadmin_completeduserprofilewithmember.jpg|Completed MP User Profile With Member}}
  
  
  
general/grantsprojects_createmaintainuseracctsmp.1636470861.txt.gz · Last modified: 2021/11/09 10:14 (external edit)

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