egrants coaching unit...americorps state, national, and vista program users. this presentation will...

My AmeriCorpsAmeriCorps and VISTA ProgramsCreate and Manage an eGrants

Account

Presentation developed for the Corporation for National and Community Service by the eGrants Coaching UnitJBS International, Aguirre Division (2009); 1-888-333-8272

Introduction2

The following presentation* is designed for AmeriCorps State, National, and VISTA program users. This presentation will guide users through the processes of creating and managing an eGrants account request. eGrants is the gateway to the My AmeriCorps System, users must have an account in eGrants in order to access the My AmeriCorps functions. We will also cover user roles.*Instructions are quoted in some slides for reference only. Please confirm the guidelines with your State Commission Program Officer, CNCS State Office, or CNCS Program Officer.

8/17/2009eGrants Coaching Unit

Agenda3

Access the eGrants login screenCreate an account requestComplete the login informationSubmit the account requestManage your account informationUser roles definedAssign a user roleSurveyWhat’s next?


www.cns.gov4


eGrants Page5


eGrants Login Page6


Create a Grantee Account7


Create a New Account8


Login Information Page9


Turn off Pop-up Blocker10


Help Menu for Password11


Toggle Help Menu12


Complete Required Fields13


Enter EIN14


Select Your Organization15


Organization Information16


Enter Your Contact Numbers17


Review and Submit Account Request18


Account Request Confirmation Page19


Email to Account Requestor20


Sample Email to the Grantee Administrator21


Home Page for My AmeriCorps-only Access22


Account Page with My AmeriCorps-only Access

23


Edit Login Information24


Home Page for eGrants and My AmeriCorps User

25


My Account Page26

21


Update Email Address27


User Roles and Overview28

eGrants -only User Roles:Grantee without access to budget

Has limited application information; no budget access.Cannot assign user role.Can authorize, assure, and certify.

Grantee with access to budgetHas access to entire application information, including budget information.Cannot assign user role.Can authorize, assure, and certify.

eGrants and My AmeriCorps User Role:

*Grantee AdministratorHas access to entire application, including budget information.Can assign user role and update organizational information.Can authorize, assure, and certify.Has access to Portal functions for all programs, operating sites, and/or service locations.



8/17/2009

My AmeriCorps-only User Roles (these roles do not have access to the eGrants screens, except

when noted):*Grantee Administrator

This user role has both eGrants and My AmeriCorps functions. Please see previous slide for details.

Grantee RecruiterHas access to all recruitment functions.

VISTA Grantee Member ManagementApplies to VISTA sponsors and supervisorsHas access to all member management functions, including user role management, for assigned programs, operating sites, and/or service locations.

State/National Member ManagementApplies to state and national grantees.Has access to all member management functions, including user role management, for assigned programs, operating sites, and/or service locations.

Grantee Travel ProfileApplies only to VISTA sponsors and supervisors.Can process V-81 travel forms.

**For additional information on My AmeriCorps user roles and access, please review the tutorial on User Roles and Management.eGrants Coaching Unit


8/17/2009

eGrants User Roles for State Commission Staff Only:Commissioner

This is a state commission-only role.

Commissioner – Executive DirectorThis is a state commission-only role for the Executive Director.

Commissioner – Chair PersonThis is a state commission-only role for the Chair.

PDAT Budget RoleThis is a state commission-only role for viewing budget information for PDAT grants.

CADMIN Budget RoleThis is a state commission-only role for viewing budget information for Commission Administrative grants.

DISAB Budget RoleThis is a state commission-only role for viewing budget information for Disability grants.

eGrants Coaching Unit

Edit User Role/Permissions Page31


Show Inactive Roles32


User Role Assigned33


What’s next?34

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


egrants coaching unit...americorps state, national, and vista program users. this presentation will...

Documents