my americorps release 3 americorps national programs user roles and management – implementing...
TRANSCRIPT
My AmeriCorps Release 3 AmeriCorps National 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 AmeriCorps National Program users. 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.*
2
*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 Management’s perspectiveGrantee Recruiter’s perspectiveWhat’s next?
3
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/program specialist or program director/project sponsor.
eGrants Coaching Unit
4
AmeriCorps Website: www.americorps.gov
Scroll down the page & click on eGrants.
5
eGrants Coaching Unit
eGrants Page on AmeriCorps Website
System status notice and link to eGrants login page.
6
eGrants Coaching Unit
eGrants Login Screen
eGrants Coaching Unit
7
Grantee Admin.’s Home Page
eGrants Coaching Unit
Click on My Account to open the account information page.
8
My Account Page
eGrants Coaching Unit
Click on Edit User Role/Permissions to assign user role(s).
9
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.
10
Confirmation Page
eGrants Coaching Unit
User Role assigned.
11
Back to Home Page
eGrants Coaching Unit
Click Portal Home.
12
Manage Users Page
Click on the user’s name to assign access.
Click on the orange links to sort in ascending or descending order.
13
eGrants Coaching Unit
Assign Access to One Operating Site Level
To add multiple items, press and hold the “crtl” key on your keyboard and click with your mouse.
Select the Operating Sites and click on Add to assign.
14
eGrants Coaching Unit
Operating Sites Assigned
All assigned items are located in the lower box.
15
eGrants Coaching Unit
Remove Access to One Operating Site
Highlight item and click Remove.
16
eGrants Coaching Unit
Access to Operating Site Removed17
eGrants Coaching Unit
Login as a Grantee Member Mgmt User
eGrants Coaching Unit
18
Home Page
eGrants Coaching Unit
Click My Account.
19
Account Page20
eGrants Coaching Unit
Portal Workbaskets/Home21
eGrants Coaching Unit
User Management for Assigned Operating Site22
eGrants Coaching Unit
Sample Account23
eGrants Coaching Unit
Grantee Recruiter’s Perspective
Click Service Opportunities.
24
eGrants Coaching Unit
Service Opportunities
For more information on recruitment, please join the sessions titled, “Recruitment, Enrollment, and Placement”.
25
eGrants Coaching Unit
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
26
eGrants Coaching Unit