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My AmeriCorps Release 3 State Commissions and Programs
User Roles and Management – Implementing
Presentation developed for the Corporation for National and Community Service by the eGrants Coaching Unit JBS International, Aguirre Division (2008); 1-888-333-8272
Introduction
eGrants Coaching Unit
The following presentation is designed for state commissions and programs. This presentation will guide users through the processes of granting a user role in eGrants as well as assigning an access level within My AmeriCorps. eGrants is the Corporation for National and Community Service’s grant application and management system and the gateway to the My AmeriCorps system. You must have an eGrants account in order to access My AmeriCorps functions.*
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*For details on how to create an eGrants account, please watch the tutorial Create and Manage an eGrants Account.
**Prior to view this demonstration, please join the webinar or view the tutorial User Roles and Management – Understanding and Planning.
Agenda
Important ConsiderationsAccessing the systemGranting user roleManage UsersAssigning a level of accessRemoving accessGrantee Member ManagementGrantee RecruiterWhat’s next?
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eGrants Coaching Unit
Important Considerations
All of the My AmeriCorps tutorials and webinars focus on the functionality of the system rather than grant requirements or program policies.
The My AmeriCorps system does not include comprehensive compliance checks.
We recommend that programs set their own policies around system use and monitor usage for compliance. However, we suggest that programs give some thought to how they assign roles and access so that they are comfortable with the level of authority they are giving their users.
If they have questions they should contact their program officer or director.
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AmeriCorps Website: www.americorps.gov
Scroll down the page & click on eGrants.
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eGrants Page on AmeriCorps Website
System status notice and link to eGrants login page.
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eGrants Login Screen
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Grantee Admin.’s Home Page
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Click on My Account to open the account information page.
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My Account Page
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Click on Edit User Role/Permissions to assign user role(s).
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Assign User Role(s)
eGrants Coaching Unit
Highlight the appropriate user role(s) and click submit.
To add multiple roles, press and hold the “crtl” key on your keyboard and click with your mouse.
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Confirmation Page
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User Role assigned.
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Back to Home Page
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Click Portal Home.
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S&N Workbasket Page13
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Click on Manage Users.
Manage Users Page
Click on the user’s name to assign access.
Click on the orange links to sort in ascending or descending order.
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Assign Prime Access Level to 2 Grants
Select the Primes (programs/grants) and click on Add to assign.
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Prime Access Level Assigned to 2 Grants16
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Access to 2 grants and all operating sites and service location associated with those grants are added to the user’s profile.
Remove Access to 1 Grant
Select the Prime (program/grant) and click on Remove.
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Access to 1 Grant Removed18
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Prime (program/grant) and associated Operating Sites are removed.
Add Operating Site Level for a Sub-grantee User
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Operating Sites/Programs Access Added
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Login as a Grantee Member Mgmt User
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Home Page
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Click My Account.
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Account Page23
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Portal Workbaskets/Home24
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User Management for Assigned Operating Site25
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Sample Account26
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Grantee Recruiter’s Perspective
Click Service Opportunities.
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Service Opportunities
For more information on recruitment, please join or view the sessions titled, “Member Recruitment”.
For enrollment information, please join or view the session titled, “Member Enrollment.”
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What’s next?
The Resource Centero www.nationalserviceresources.org/ac-training-supporto Includes other tutorialso Live training and registration schedule
The eGrants Coaching Unito 1-888-333-8272o [email protected] o Training/Technical Assistance
The eGrants Help Desko 1-888-677-7849o Technical Assistanceo User name/Password reset assistance
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eGrants Coaching Unit
