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general:grantprojectsoverview_setupuserprofiles

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Set up user profiles

District Administration > Maintenance > User Profiles > Grants and Projects

This tab is used to assign specific grant codes to individual users. After a grant code is assigned to a user, the user has access to view the details associated with the grant code in the Grants and Projects application. This permission should be added to the role that grants access through District Administration.

Grants and Projects User Profiles

❏ Click Drop Down Arrow to select an employee and click Retrieve User.

Grants and Projects User Profile

❏ Click +Add to add a grant code to user. The Grants and Projects Directory is displayed.

Grants and Projects Directory

  • Select one or more grant codes to assign to the selected user. Only active grant codes that exist on the Tables > Grant/Project Profile page in the Grants and Projects application are displayed.
  • Type data in the Search field to narrow the list of grant codes displayed in the list.
  • Click OK to continue and return to the Grants and Projects tab.
  • Click Cancel to return to the Grants and Projects tab without making a selection.

Grants and Projects User Profile

Field Description
Grant CodeThe user-defined grant code is displayed.
DescriptionThe user-defined grant code description is displayed.
ActiveIndicates the grant code status.

❏ Click Save.

general/grantprojectsoverview_setupuserprofiles.1621524838.txt.gz · Last modified: 2021/05/20 10:33 (external edit)