[Department of Health & Human Services, USA; HRSA, Health Resources & Services Administration]
Welcome to the Removing a User from a Grant help video!
This video walks through the steps in the Electronic Handbooks, or EHBs, on how to remove
a user from a grant and the required user permissions.
Let’s get started!
Within the EHBs, there are roles and permissions at both the Organization and Grant level.
At the Grant level, the person with the Project Director, or PD, role is responsible for managing users.
Here are some things to keep in mind!
To remove a user from a grant, you must be registered to that grant as the Project Director,
and/or you must have the “Administer Grant Users” privilege.
To register as the Project Director, you must be listed as the PD on the Notice of Award.
To learn more about user roles, permissions, and privileges, and/or for help with changing
the Project Director for a grant,
check out the “EHBs User Permissions Overview”,
“Managing Users in the EHBs”, and “How to Change a Project Director” help videos,
found on your EHBs home page Help Widget, by clicking on View All Videos!
Now, let’s walk through how to remove a user from a Grant.
From any EHBs page, click the Grants Tab, and find the grant you want to work on.
Click the drop-down arrow next to Grant Folder and select Manage Users to navigate to the
Users List page.
Find the user you want to remove and click Update.
Now you will see grant and user information, as well as the complete list of privileges
for that user.
Here’s an important note!
As the Project Director, you are responsible for managing all user privileges,
except for Financial Reports.
Only the person with the Financial Reporting Administrator, or FRA, grant level role can
manage access to the Financial Reports privileges.
To remove the user from the grant, all grant privileges must be revoked.
If the user does not have Financial Reports privileges, uncheck Access to simultaneously
remove all user privileges.
Click Save and Continue, to go to the confirmation page and review the list of Current Privileges
and the Privileges you are about to revoke.
Click Save and Continue to complete the action, and you will see a Success Message!
Keep in mind, back on the User Privileges Update page, if the user has Financial Reports
privileges, you will not be able to uncheck the Access box and the Financial Reports privileges
since only the FRA can manage these permissions.
If this is the case, a message indicating that you do not have the proper permissions
is displayed at the top of the page, and you will need to contact the FRA and request that
they revoke the user’s Financial Reports privileges.
You can find the name of the grant FRA on the Users List page we just went over.
After the Financial Reports permissions are removed, you can uncheck the Access box to
revoke all other privileges.
Alternatively, you have the option to individually revoke privileges that you’re responsible
for managing, prior to contacting the FRA.
Here’s a helpful tip!
Unchecking View simultaneously removes the Create/Edit and Submit privileges.
If you choose to individually remove permissions, make sure the FRA removes the Financial Reports
privileges since all privileges must be revoked to successfully remove the user from the grant.
And that’s it!
If you have any questions or need any help, contact the EHBs Customer Support Center at
877-464-4772.
Thanks for watching!
[Department of Health & Human Services, USA; HRSA, Health Resources & Services Administration]