[Department of Health & Human Services, USA; HRSA, Health Resources & Services Administration]
Welcome to the EHBs User Permissions Overview video!
Are you a Grantee or Applicant looking to learn more about the EHBs roles and permissions
for Organizations and Grants?
Great!
You've come to the right place!
In this video, we will go over the EHBs Roles and Permissions for Organizations and Grants,
and we will walk through the different types of privileges associated with Grantee and
Applicant roles.
Ok!
Let's dive right in!
Within the EHBs, there are Roles and Permissions at both the Organization level and the Grant
level.
When creating an EHBs account, you must first register to an Organization, and select one
of three roles which best describes your participation.
These roles include Authorizing Official, or AO, Business Official, or BO, and Other
Employee.
The Authorizing Official is responsible for authorizing the organization applications,
and assumes the obligations imposed by federal laws, regulations, requirements, and conditions
that apply to grant applications or grant awards.
The first person to register to an organization is known as the Primary AO, and can manage
users for the organization.
Helpful tip!
The Primary AO can give Manage User permissions to others, and can also designate the role
of Primary AO to another user if needed.
To designate another user as Primary AO, you will need give that user both the Manage Organization
Profile and Manage User privileges.
The Business Official is responsible for reviewing and submitting financial reports and is authorized
to interact with the Payment Management System, or PMS.
The role of Other Employee includes all other employees of the organization, such as those
participating as Project Director, Communication Contact, and Application Preparer.
Depending on the role you register for, you will be given specific User Privileges and
the Primary AO can provide additional Organization Permissions to users, as needed.
Organization Permissions include Create Application, Manage Organization Profile, Manage Users,
Submit Applications, Funding Report Admin at Org Level, (which only AOs or BOs can be
responsible for) and Action Plan.
If you register to an Organization as an Other Employee or as Business Official, you will
automatically be given the Create Application permission.
If you register to an Organization as Authorizing Official, you will automatically be given
the Create and Submit application permissions.
Authorizing Officials and Business Officials can also indicate responsibility for Financial
Grant Reporting, when registering to an Organization, to be given the Funding Report Admin at Org
Level permission.
Remember, the first person to register to an organization will be designated as the
Primary AO, and they will automatically be given all the Organization Permissions.
Ok!
Now that we have covered Organization Roles and Permissions, let's talk about Grant Roles
and Permissions!
To make sure only authorized individuals have access to grant-related information, you must
request access from the Project Director to register to a grant, and indicate which role
and permissions you need.
There are three types of Grant Roles, including Project Director, or PD, Financial Reporting
Administrator, or FRA, and Other Employees.
The Project Director provides general access to the Grant for all users, except for financial
reporting permissions.
To register as the Project Director, you must be listed as the PD on the Notice of Award,
or NoA.
Here is another helpful tip!
If you are the PD and are not listed on the NoA, you can submit a prior approval request
to HRSA requesting to change the PD and to be listed on the NoA.
The Financial Reporting Administrator provides access to financial reports, and interacts
with the Payment Management System, or PMS.
To register as the FRA, you will have to provide the pin number for the Payment Management
System, and you must be registered to the Organization as Business Official.
If you are not the PD or the FRA and need access to a grant, you must select Request
Grant Access when registering, to request access from the PD and FRA before you can
see any grant related information.
When registering for a Grant Role, you will need to request the specific Grant Permissions
required.
Financial Privileges, which are approved by the FRA, are related to financial reports
and include permissions to submit, view, create, edit, and administer Financial Reports.
Other Grant Privileges, which are approved by the PD, include View Awards, so you can
view award history and Notices of Awards, Prior Approval Request, allow you to submit
prior approval requests to HRSA, such as changing the PD,
Performance Reports, so you can work on grantee performance reports, such as UDS and BPMH
reports,Progress Reports, Noncompeting Continuations, for your NCC budget
period renewal progress reports, Other Submissions, which includes all other
submissions requested and required by HRSA, and Program Specific privileges, which provide
access to program specific pieces unique to your specific grant's program.
Well that's it!
Now you're an expert!
We covered EHBs Roles and Permissions for Organizations and Grants, and walked through
the different types of privileges associated with these roles.
If you have any questions or need any help along the way,
Contact the HRSA Contact Center at 877-464-4772.
Thanks for watching!
[Department of Health & Human Services, USA; HRSA, Health Resources & Services Administration]