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grantsprojects:tables:manageusers

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grantsprojects:tables:manageusers [2021/05/04 16:29] – emorenograntsprojects:tables:manageusers [2021/11/09 14:39] (current) – emoreno
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 //**Grants and Projects > Tables > Manage Users**// //**Grants and Projects > Tables > Manage Users**//
  
-<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 completes their member profile. As a fiscal agent, you can add, change, and delete MemberPortal users. In addition, you can assign admin permissions to certain users, tie users to specific members, and manage the type of access a user has to a grant type. +<WRAP round intro>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>+
  
 +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. 
  
-====Retrieve a record:==== 
  
  
-{{page>general:grantsprojectsmanageusers_retrieverecord}}+<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> 
 +</WRAP>
  
-VCV Click **Retrieve**. A list of records matching your search criteria displays in the Results grid. If the user created an account in MemberPortal, the account request is included in the list of results.  
  
-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. +====Retrieve a record:====
  
-====Add a record:==== 
  
 +{{page>general:grantsprojectsmanageusers_retrieverecord}}
  
-VCV If the user did not create an account in MemberPortal, click **Add User** to open the User detail pop-up window enter the applicable data to complete the user's MemberPortal profile. +VCV Click **Retrieve**. A list of records matching your search criteria displays in the **Results** grid. 
- +
-{{page>general:grantprojectsmanagempuserprofiles}} +
  
  
 +{{page>general:grantsprojects:tables:manageusers_body}}
  
 ====Other functions and features:==== ====Other functions and features:====
  
-^{{:images:trash_delete.gif|}}||+^{{:images:trash_delete.gif|}}|{{page>general:delete_a_row}}|
  
  
grantsprojects/tables/manageusers.1620145784.txt.gz · Last modified: 2021/05/04 11:29 (external edit)

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