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);

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 Services 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.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.User Roles and Management – Understanding and Planning

Agenda Important Considerations Accessing the system Granting user role Manage Users Assigning a level of access Removing access Grantee Member Management Grantee Recruiter Whats 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 or director. eGrants Coaching Unit 4

AmeriCorps Website: 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 thecrtl 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

S&N Workbasket Page 13 eGrants Coaching Unit Click on Manage Users.

Manage Users Page Click on the users name to assign access. Click on the orange links to sort in ascending or descending order. 14 eGrants Coaching Unit

Assign Prime Access Level to 2 Grants Select the Primes (programs/grants) and click on Add to assign. 15 eGrants Coaching Unit

Prime Access Level Assigned to 2 Grants 16 eGrants Coaching Unit Access to 2 grants and all operating sites and service location associated with those grants are added to the users profile.

Remove Access to 1 Grant Select the Prime (program/grant) and click on Remove. 17 eGrants Coaching Unit

Access to 1 Grant Removed 18 eGrants Coaching Unit Prime (program/grant) and associated Operating Sites are removed.

Add Operating Site Level for a Sub-grantee User eGrants Coaching Unit 19

Operating Sites/Programs Access Added eGrants Coaching Unit 20

Login as a Grantee Member Mgmt User eGrants Coaching Unit 21

Home Page eGrants Coaching Unit Click My Account. 22

Account Page 23 eGrants Coaching Unit

Portal Workbaskets/Home 24 eGrants Coaching Unit

User Management for Assigned Operating Site 25 eGrants Coaching Unit

Sample Account 26 eGrants Coaching Unit

Grantee Recruiters Perspective Click Service Opportunities. 27 eGrants Coaching Unit

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. 28 eGrants Coaching Unit

Whats next? The Resource Center o o Includes other tutorials o Live training and registration schedule The eGrants Coaching Unit o o o Training/Technical Assistance The eGrants Help Desk o o Technical Assistance o User name/Password reset assistance 29 eGrants Coaching Unit