Delegate User Privileges


Concept

In this topic, you will learn how to delegate user privileges.


Steps:

  1. Hover over the Grant Setup menu and click the Package Submission menu item to begin the process of delegating user privileges.

    Step 1
  2. Click the Select button to mark the Impact Aid FY 2013 package.

    Step 2
  3. Click the Modify Application button to move to the Package Information tab.

    Step 3
  4. Click the Vertical scrollbar to scroll down to the action buttons.

    Step 4
  5. Click the User Privileges button to display the User Privileges tab.

    Step 5
  6. The Package Privilege details display.  For this example, the current user will keep privileges and a new user will be added.

     

    Click the Add User(s) button to add a new user.

    Step 6
  7. Important Note:  The person to whom you want to delegate package level privileges must be a registered G5 user in order for the system to find the person's information.

    Step 7
  8. Enter the person's email address into the Email field.

     

    For this example, enter a valid value e.g. "impact.applicant2@gmail.com".

    Step 8
  9. Click the Search button to search for the person's information in the system.

    Step 9
  10. Note:  If the person exists in G5, then the information will display.  Otherwise, the person will need to register in G5.

     

    Click the Select button to mark Impact Applicant2.

    Step 10
  11. Click the Add User(s) button to add the person you selected as a delegate.

    Step 11
  12. Click the Vertical scrollbar to scroll down to the bottom of the screen.

    Step 12
  13. Click the Continue > button to continue and return to the User Privileges tab.

    Step 13
  14. The system displays a message indicating that the user was successfully added.  The user you added now displays in the Package Privileges section.

    Step 14
  15. Click the Select button to give the new user Submit privileges.

    Step 15
  16. NoteOnly one user may have the Submit package level privilege at any given time.

     

    Click the Vertical scrollbar to scroll down to the forms list.

    Step 16
  17. Click the Select Form Title option for the Cover Page.

    Step 17
  18. Click the Form Privileges button to view the Form Privileges screen.

    Step 18
  19. You may assign privileges at the form level as needed.  For this example, both Edit and View privileges will be assigned.

     

    Click the Edit privilege option.

    Step 19
  20. Click the View privilege option.

    Step 20
  21. Click the Continue > button to return to the User Privileges tab.

    Step 21
  22. Click the Vertical scrollbar to scroll back down to the forms list.

    Step 22
  23. You may repeat the process for each of the forms in order to assign privileges.

    Step 23
  24. Once you have set the Form Privileges for each of the forms, click the Continue > button to return to the Package Information tab.

    Step 24
  25. The system displays a message indicating that the package has been updated.