my americorps americorps and vista programs create and manage an egrants account
DESCRIPTION
My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account. Presentation developed for the Corporation for National and Community Service by the eGrants Coaching Unit JBS International, Aguirre Division (2009); 1-888-333-8272. Introduction. - PowerPoint PPT PresentationTRANSCRIPT
My AmeriCorps AmeriCorps and VISTA Programs
Create and Manage an eGrants Account
Presentation developed for the Corporation for National and Community Service by the eGrants Coaching Unit JBS International, Aguirre Division (2009); 1-888-333-8272
Introduction
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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
eGrants Coaching Unit
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.
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?
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www.cns.gov4
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eGrants Page5
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eGrants Login Page6
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Create a Grantee Account7
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Create a New Account8
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Login Information Page9
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Turn off Pop-up Blocker10
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Help Menu for Password11
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Toggle Help Menu12
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Complete Required Fields13
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Enter EIN14
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Select Your Organization15
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Organization Information16
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Enter Your Contact Numbers17
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Review and Submit Account Request18
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Account Request Confirmation Page19
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Email to Account Requestor20
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Sample Email to the Grantee Administrator21
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Home Page for My AmeriCorps-only Access22
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Account Page with My AmeriCorps-only Access23
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Edit Login Information24
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Home Page for eGrants and My AmeriCorps User25
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My Account Page26
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eGrants Coaching Unit
Update Email Address27
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User Roles and Overview28
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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.
eGrants Coaching Unit
User Roles and Overview
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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
User Roles and Overview
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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 Role This is a state commission-only role for viewing budget information for Disability grants.
eGrants Coaching Unit
Edit User Role/Permissions Page31
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Show Inactive Roles
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eGrants Coaching Unit
User Role Assigned33
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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
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