Manage Roles for Applicant

The EBiz POC or other users with the Expanded AOR role must log in to Grants.gov and assign role(s) in the Grants.gov system. Roles are assigned to a user's profile with your organization.

How to Assign or Reassign Roles

1. Click the Manage Applicants link, which is under the Applicant Management header on the Applicant Center page.

2. Search for the user by entering their Username, First Name, or Last Name.

3. Click the Search button to generate results.

4. Review the search results table, the select the Manage Roles link in the Actions column for the user whom you want to change their roles. A pop-up window will open.

5. The Applicant Workspace Access table summarizes the number of workspaces and specific access levels this user holds within those workspaces. Please keep this in mind as you reassign roles.

6. From the Assigned Roles list, click the empty box to the left of a role to assign a role. To unassign a role, click the checked box to the left of the role.

   • Standard AOR – A user with this role is authorized to submit applications on behalf of the organization when they are a Participant of that workspace. Review the Explanation of Role Privileges below for more detailed information.

   • Expanded AOR - This role grants all the access and privileges of the Standard AOR role, in addition to privileges that allow the user to modify organization-level settings. Review the Explanation of Role Privileges below for more detailed information.

Note: Some applicant organizations inactivate the Expanded AOR role, so that the it cannot be further delegated. Review the Manage Organization Profile help article for more information.

1. • Workspace Manager – A user with this role is authorized to create new workspaces and manage users' access to workspaces within the organization. Review the Explanation of Role Privileges below for more detailed information.

7. To save your changes, click the Save button. To cancel your changes, click the Cancel button.

Explanation of Role Privileges

Below are all of the privileges associated with standard roles along with brief definitions.

Basic Workspace Privileges (the Workspace Manager core role has these privileges, as do the AOR core roles listed below)

• Create Workspace: Ability to create a workspace, which may be performed from the View Grant Opportunity page, Apply Now link, or Copy action from the Manage Workspace page.

• Own Workspace: Ability to be a workspace owner, which allows users to add participants to a workspace and control form-level access (among other things). Workspace ownership can be transferred to other workspace participants with this privilege.

Standard Privileges (the Standard AOR core role has these privileges)

• View Organization: Ability to view but not edit information about the organization, such as SAM information, roles, and organization preferences in Grants.gov.

• Manage Applicants - Basic Workspace Roles: Ability to assign the Workspace Manager role (or a custom role with only basic workspace privileges) to an organization’s users.

• Manage Participants for My Workspaces: Ability to add or remove participants from workspaces of which the user is a participant.

• Submit Applications for My Workspaces: Ability to submit applications for workspaces of which the user is a participant and to check the status of these submissions.

Expanded Privileges (the Expanded AOR core role has these privileges)

• Manage Organization: Ability to make changes to organization-level settings and to create and edit organization custom roles.

• Manage Applicants - All Roles: Ability to assign and revoke roles for organization users.

• Manage Certificates: Ability to view or change roles on system-to-system (S2S) certificates. This only applies to organization's using S2S to connect to Grants.gov.

• Manage Participants for Organization Workspaces: Ability to manage participants within all organization workspaces without being a participant of the workspace(s). Refer to the Forms Tab help article to review activities that workspace participants may perform.

• Participant Activities for Organization Workspaces: Ability to perform participant activities within all organization workspaces without being a participant of the workspace(s).

• Submit Applications for Organization Workspaces: Ability to submit applications within all organization workspaces without being a participant of the workspace(s).

• Check Application Status for Organization: Ability to check the application status for all organization submissions.