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Trace: • Create and maintain user profiles
general:grantsprojects_createmaintainuseracctsmp

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general:grantsprojects_createmaintainuseracctsmp [2021/11/09 15:22] – 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]]+[[:manageusers|MemberPortal > Manage Users]]
  
 <WRAP center round info> <WRAP center round info>
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 <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. <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.
  
-As a fiscal agent or MemberPortal admin user, you can add, change, and delete MemberPortal users. +As a MemberPortal admin user, you can add, change, and delete MemberPortal users. 
 </WRAP> </WRAP>
  
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 <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 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> </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.  
  
-====Add a record:====+{{:general:mpadmin_results.jpg|MP Admin Results}}
  
 +{{page>general:grantsprojects_createmaintainuseracctsmp2}}
 +
 +{{:general:mpadmin_userprofile.jpg|Incomplete }}
 +
 +{{page>general:grantsprojects_createmaintainuseracctsmp3}}
 +
 +
 +After you completed the user's profile, click **Save**. 
 +
 +{{: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}}
  
-VCV If the user did not create an account in MemberPortal, click **Add User** to open the User detail pop-up window and enter the applicable data to create the user's MemberPortal profile. 
  
-{{page>general:grantprojectsmanagempuserprofiles}} 
  
general/grantsprojects_createmaintainuseracctsmp.1636471340.txt.gz · Last modified: 2021/11/09 10:22 (external edit)

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