My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account - PowerPoint PPT Presentation

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My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account

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Title: My AmeriCorps AmeriCorps and VISTA Programs Create and Manage an eGrants Account


1
My AmeriCorps AmeriCorps and VISTA
ProgramsCreate 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
2
Introduction
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
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.
3
Agenda
3
  • Access the eGrants login screen
  • Create an account request
  • Complete the login information
  • Submit the account request
  • Manage your account information
  • User roles defined
  • Assign a user role
  • Survey
  • Whats next?

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4
www.cns.gov
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eGrants Page
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eGrants Login Page
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Create a Grantee Account
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Create a New Account
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Login Information Page
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Turn off Pop-up Blocker
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Help Menu for Password
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Toggle Help Menu
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Complete Required Fields
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Enter EIN
14
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Select Your Organization
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Organization Information
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Enter Your Contact Numbers
17
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Review and Submit Account Request
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Account Request Confirmation Page
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Email to Account Requestor
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Sample Email to the Grantee Administrator
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Home Page for My AmeriCorps-only Access
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Account Page with My AmeriCorps-only Access
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Edit Login Information
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Home Page for eGrants and My AmeriCorps User
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My Account Page
26
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Update Email Address
27
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User Roles and Overview
28
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 budget Has access to entire application
information, including budget information. Cannot
assign user role. Can authorize, assure, and
certify. eGrants and My AmeriCorps User
Role Grantee Administrator Has 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.
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User Roles and Overview
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
Recruiter Has access to all recruitment
functions. VISTA Grantee Member
Management Applies to VISTA sponsors and
supervisors Has access to all member management
functions, including user role management, for
assigned programs, operating sites, and/or
service locations. State/National Member
Management Applies 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
Profile Applies 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.
30
User Roles and Overview
eGrants User Roles for State Commission Staff
Only Commissioner This is a state
commission-only role. Commissioner Executive
Director This is a state commission-only role for
the Executive Director. Commissioner Chair
Person This is a state commission-only role for
the Chair. PDAT Budget Role This is a state
commission-only role for viewing budget
information for PDAT grants. CADMIN Budget
Role This 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.
31
Edit User Role/Permissions Page
31
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Show Inactive Roles
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User Role Assigned
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Whats next?
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  • The Resource Center
  • www.nationalserviceresources.org/ac-training-suppo
    rt
  • Includes other tutorials
  • Live training and registration schedule
  • The eGrants Coaching Unit
  • 1-888-333-8272
  • egrantstta_at_jbsinternational.com
  • Training/Technical Assistance
  • The eGrants Help Desk
  • 1-888-677-7849
  • Technical Assistance
  • User name/Password reset assistance

5/15/2015
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