My AmeriCorps Release 3 AmeriCorps National Programs User Roles and Management – Implementing...

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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

Transcript of My AmeriCorps Release 3 AmeriCorps National Programs User Roles and Management – Implementing...

Page 1: My AmeriCorps Release 3 AmeriCorps National Programs User Roles and Management – Implementing Presentation developed for the Corporation for National and.

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

Page 2: My AmeriCorps Release 3 AmeriCorps National Programs User Roles and Management – Implementing Presentation developed for the Corporation for National and.

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.*

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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.

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Agenda

Important ConsiderationsAccessing the systemGranting user roleManage UsersAssigning a level of accessRemoving accessGrantee Member Management’s perspectiveGrantee Recruiter’s perspectiveWhat’s next?

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eGrants Coaching Unit

Page 4: My AmeriCorps Release 3 AmeriCorps National Programs User Roles and Management – Implementing Presentation developed for the Corporation for National and.

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

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AmeriCorps Website: www.americorps.gov

Scroll down the page & click on eGrants.

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eGrants Coaching Unit

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eGrants Page on AmeriCorps Website

System status notice and link to eGrants login page.

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eGrants Coaching Unit

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eGrants Login Screen

eGrants Coaching Unit

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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

eGrants Coaching Unit

Click on Edit User Role/Permissions to assign user role(s).

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Page 10: My AmeriCorps Release 3 AmeriCorps National Programs User Roles and Management – Implementing Presentation developed for the Corporation for National and.

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

eGrants Coaching Unit

User Role assigned.

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Back to Home Page

eGrants Coaching Unit

Click Portal Home.

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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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eGrants Coaching Unit

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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.

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eGrants Coaching Unit

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Operating Sites Assigned

All assigned items are located in the lower box.

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Remove Access to One Operating Site

Highlight item and click Remove.

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Access to Operating Site Removed17

eGrants Coaching Unit

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Login as a Grantee Member Mgmt User

eGrants Coaching Unit

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Home Page

eGrants Coaching Unit

Click My Account.

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Account Page20

eGrants Coaching Unit

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Portal Workbaskets/Home21

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User Management for Assigned Operating Site22

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Sample Account23

eGrants Coaching Unit

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Grantee Recruiter’s Perspective

Click Service Opportunities.

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eGrants Coaching Unit

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Service Opportunities

For more information on recruitment, please join the sessions titled, “Recruitment, Enrollment, and Placement”.

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eGrants Coaching Unit

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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