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grantsprojects:tables:manageusers
Manage Users - GRT2160
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.
Retrieve a record:
❏ Under Users, use the following fields to narrow your search results:
| First Name | Type the MemberPortal user's first name. |
|---|---|
| Last Name | Type the MemberPortal user's last name. |
| Member | Type the member name or county district number. |
| Admin | Select to only include admin users. |
| Include Inactive | Select to include users with an inactive status. |
❏ Click Retrieve. A list of records matching your search criteria displays in the Results grid.
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.
❏ Under User:
| 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. |
❏ In the Phone fields:
| Area Cd | Type the three-digit area code of the phone number. |
|---|---|
| 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  to select a member from the 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  to select the user's status (A - Active or I - Inactive). |
| 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:
• 8-46 alphanumeric characters |
❏ Under Grant Types:
| 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 to select a grant from the Grant Types lookup or press the SPACEBAR to view a list of grant types. |
|---|---|
| Accessibility | Click to select the user's level of access to the corresponding grant type.
• All
|
❏ Click +Add to add additional rows.
❏ Click Save. Otherwise, click Cancel to return to the Manage Users page without adding data.
Other functions and features:
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Click to delete a row. The row is shaded red to indicate that it will be deleted when the record is saved. |
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grantsprojects/tables/manageusers.txt · Last modified: 2021/11/09 14:39 by emoreno