Access to Projects and Proposals for LEARs or Account Administrators
By default, the projects in which your organisation is participating will be visible to you only if a role at level of the project is allocated to your profile, even if you are the LEAR of the organisation.
In this page we describe how to request and grant the read only access or an active role for a project/proposal in order to view its details via the Projects/Proposals tabs within the information of My Organisations, under the left-side navigation menu.
Note
Request access
When logging into the Funding & Tenders Portal, access My Organisations on the left.
This applies only to organisations where you are LEAR/Account administrator from the list of your organisations. This means that the status is validated and you have the option Modify Organisation when clicking on the three dots menu button on the right.
Click on the Legal Name of the organisation to display the details, and on the Projects or the Proposals tab to see the projects/proposal in which your organisation is participating.
If you have a role in a proposal/project consortium, clicking on the acronym of the proposal/project will take you to the proposal/project details page where you can click on the Details or the Consortium section.
Under the Details section, you will be able to view the proposal/project details and the coordinator organisation (in case of consortium you will see all consortium members).
Under the Consortium section, press on the arrow on the right and then you can view/edit the data of the coordinator organisation (in case of consortium you will be able to see/edit all consortium members).
Organisations can be involved in a proposal/project where the LEAR/Account administrator does not have an actual team member role (roles in the consortium).
If this is the case, you may request the access to the proposal/project via the three dots menu button / Request access.
Select the Request Access under the three dots menu.
Whenever you see the Request Access under the three dots menu button for a project or a proposal, it means that you do not have a specific role for the project or the proposal.
A pop-up window displays with two possible options. Select one.
Select option 1 if you want to be given a project role within the project. Select option 2 if you only would like to have read access to the project. Click on submit.
When done, a confirmation message is displayed shortly in the lower right corner of the browser. 
If your organisation is the coordinating organisation in the project, the email will be sent to the PCoCo/CoCo. If your organisation is not coordinating the project, the email will be sent to the PaCo. Read more about roles in Roles and access rights.
Grant access
PCoCo/CoCo or PaCo, depending of the situation, receives an email notification informing of the request.
The notification is also accessible via My Notifications, which you can access by clicking on the bell icon on the right-hand side of the screen.
However, the content of the notification and the steps to be taken will be different depending on the selected option.
- Option 1: When a user requests to be added as a contact for the project. The message indicates "requested to be added as contact on project" + Project ID-Name and Pic numbers.
- Option 2: When user requests to have read access for the project without a role in the project. The message indicates "requested to authorise LEAR access for project" + Project ID-Name and PIC.
In both cases, the notification contains a link, and if the request is for access to a proposal instead of a project, the word 'project' will be substituted by 'proposal'. Clicking on the link takes you to the project consortium page. Then proceed as follows:
For option 1 (active role)
Access Projects and select Manage Consortium from the options under the three dots menu button if you are not using the link from the message.
Click on the arrow on the right and then on the Edit Roles button of the corresponding organisation.
In the following screen, click on the Add Roles.
Then select the role and fill in the name and email details. Click on Save to confirm.
For option 2 (read only access)
Access Projects and select Manage Consortium from the options under the three dots menu button if you are not using the link from the message.
Click on the arrow on the right and then on the Edit Roles button of the corresponding organisation.
In the following screen, click on the Enable Lear Access.
A confirmation pop-up window will display on the lower-right corner of the browser.
Note
When you grant access to projects or proposals for LEARS/Account administrator, the Enable Lear Access becomes Disable Lear Access, click on it to remove their read access.
