Accessing your organisation data

To make updates in your organisation data, upload documents or follow up your communication with the Central Validation Service, follow these steps:

Access the Funding and Tenders Portal and click on My Organisation(s) on the left. A list with all your registered organisations appears in the central part of your screen. This list also includes the organisations for which you have been appointed as contact in a proposal:

In the Legal name column, your registered organisations are displayed with hyperlinks. If you click on any of these hyperlinks, an overview with the main data of the corresponding organisation is shown (only if you have registered the organisation, otherwise there is no a hyperlink to the organisation page).

Select the organisation you want to update and click on the  button. Depending on whether you used the organisation in the past or you registered it, different options will be available. For organisations you registered, a modify option will be available. Click on it to access the update page:

Who can edit/view the data of a non-validated organisation

For organisations which are not validated yet, i.e. cases before a LEAR role has been identified, a contact person (Self-registrant role in the system) is appointed to edit/view the data of the organisation.

The person registering an organisation for first time, being granted a Self-registrant role by default, will be able to manage the existing or assign additional Self-registrant roles. Select the Manage roles option from the list when clicking in the Action button to do so, and follow the instructions as provided in the Access management of your organisation page.

You modify the data of the organisation by selecting Modify organisation from the Action button.

If you do not have the Self-registrant role, the options in the list, when clicking the Actions button, will be limited to contacting the organisation:

Please, also bear in mind that:

• Once the LEAR of the organisation has been validated, all Self-registrant roles are automatically revoked and there are no possibility to assign that type of role any more. Other roles will be available, though, such as the Account Administrator role, which will be able to access and maintain the data of the organisation in the Participant Register. The Lear/Account Administrator will be able to assign new roles by selecting the View roles option from the actions button, and then clicking on the button. See more instructions in the Access management of your organisation page.

Edit the different tabs within Participant register

The data update screen shows your registered organisation name and PIC at the top left corner and, under it, 8 tabs containing the rest of the data:

Click on the name of a tab to display its content, the tab that you have clicked becomes white and a blue line appears on top of the tab name to mark in which tab you are. The rest of the tabs remain grey.

Some red icons may be visible next to the names of certain tabs: a number icon indicates the amount of items pending your action in that tab and a flag indicates a pending action from your side.

To make any modification to your registered organisation data, click on the Edit button that you see at the right of the screen for each tab, the information becomes editable.

In organisations with the Declared status, you are able to modify the data in all fields without needing to provide any supporting documents.

In organisations with the Validated status, a green check mark at the right side of each field confirms that the value has been previously validated. Some of the fields require that you upload a document confirming the change that you have made. This is indicated by an informative pop-up message followed by a red icon in the form of a cloud with an arrow inside, appearing at the right side of the specific field:

After making your changes within any of the tabs, click on the Submit button at the bottom right corner of the screen to save the changes. If you click on the Cancel button, a pop-up message asks you to confirm your choice. Any changes you have done will be lost by cancelling.

For specific information about each tab see below:

• Organisation data
• Legal information
• Authorised users / LEAR
• Bank accounts
• Financial capacity
• Messages
• Documents
• SME
• Additional organisation data

The My Task(s) page in the Funding and Tenders Portal

When the Central Validation Service requests you, as Self-registrant and/or LEAR, to provide required documents, these requests are available here:

• In the organisation data update section, with red number badges or flags next to the related tabs titles (for example, in the Documents or Messages tabs).

• In the My Task(s) page, from the Manage my area menu:

In the My Task(s) page, each request of a document is considered to be a task for the user. You have the possibility to filter these tasks using the filter on the left side of the page. To open the filter, click on the arrow close to Filter.

After clicking on the arrow, you see the different filtering options: you can make a search using the textbox or use the checkboxes Claimed by me and Urgent. When a filter is applied, it appears as a tag next to Selected criteria, at the top of the tasks list. To remove the applied filters, click on Dismiss all under Selected criteria, or click on the cross of each filter tag.

You can sort the tasks in your list by date order with the Create date desc button and refresh the list with the Refresh button, at the right side of the screen.

To perform a task, you need to click on the task title. This brings you to the specific tab of the organisation data screen where you need to upload the required document.