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general:grantsprojects_createmaintainuseracctsgp

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general:grantsprojects_createmaintainuseracctsgp [2021/10/13 19:24] – emorenogeneral:grantsprojects_createmaintainuseracctsgp [2021/11/09 14:39] (current) – emoreno
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-==== Create and maintain user accounts in Grants & Projects ====+==== Create and maintain user profiles ====
  
  
 [[grantsprojects:tables:manageusers|Grants and Projects > Tables > Manage Users]] [[grantsprojects:tables:manageusers|Grants and Projects > Tables > Manage Users]]
  
-Member users can create an account via MemberPortal; however, they will not have access to any grant information until the fiscal agent completes their user profile on this page. Fiscal agents must complete a user's profile by linking the user to a specific member and grant type, and assigning the level of access the user has to the grant type.+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.
  
-As a fiscal agent, you can add, change, and delete MemberPortal users. +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.  
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 +{{: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. <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.
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 {{page>general:grantsprojects:tables:manageusers_body}} {{page>general:grantsprojects:tables:manageusers_body}}
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general/grantsprojects_createmaintainuseracctsgp.1634153064.txt.gz · Last modified: 2021/10/13 14:24 (external edit)

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