Manage my area
In your browser, open the Welcome page of the Funding & Tenders Portal.
To log in, please click Login on the upper-right corner.
Please log in using your EU Login account.
If you do not have an account yet, click on Create an account.
Once logged in, you will see Manage My Area in the left hand side. This is your personalised space within the Portal. The different sections within are:
- My Organisation(s)
- Grants
- My Proposal(s)
- My Project(s)
- Procurement
- My Audits
- My Proposal(s)
- My Project(s)
- My Formal Notifications
- My Expert Area
Access to the modules in Manage My Area
Please note, the My Area menu in the left displays only existing data for the user. This means that if you did not register as an expert, you will not see My expert Area, if you do not have a role in any proposals, you will not see My proposals, if you do have a role in any project, you will not see My projects, and so on.
For information on the roles needed for each module of My Area, see Roles and access rights.
Use the Icon on the left expand or collapse the information available under my Area.
Securing your account
It is possible to set up a extra layer of security when accessing the information available under My Area, which is called 2-step verification. See 2-step verification in Funding and Tenders Portal for more information.
My Organisations
Select My Organisations from your area. Then click the button Actions on the right side of your organisation. Depending on your role for that organisation and the status of the organisation, you will have different actions from which you can chose.
In this example, the organisation has been just registered, and I hold a Self-registrant Role:
The available options are:
- View Organisation. It takes you to the Participant Register where you can view the data of your organisation.
- Modify Organisation. It takes you to the Participant Register where you can update the data of your organisation.
- Manage Roles. It allows Self-Registrants to appoint additional Self-Registrants.
- View Partner Search Profile. I allows you to manage the Partner Search for your organisation.
Access to projects and proposals
In this second example, the organisation is valid, and I am the LEAR/Account Administrator of the organisation:
The available options in this case are:
- View Organisation. It takes you to the Participant Register where you can view the data of your organisation.
- Modify Organisation. It takes you to the Participant Register where you can update the data of your organisation.
- View Proposals. It takes you to the proposals in which your organisation is involved.
- View Roles. It list the roles for your organisation and allows you to add new roles, such as appoint an Account Administrator, a Legal/Financial signatory, etc.
- View Projects. It lists the projects in which your organisation is involved.
- View Partner Search Profile. I allows you to manage the Partner Search for your organisation.
Projects and Proposals
To view your proposals, select My Proposals from My area on the left, then click on Actions button. if the proposal is in Final status, i.e. has been submitted and the call is closed, you will have to select Follow-up, which will launch the Grant Management Services (GMS). For information about GMS, see Grant Management Services tool.
To view your projects, select My Projects from the My Area and select the Manage Projects option under the Actions button beside the relevant project.
When you select Manage Consortium, you will access the consortium page, where you can manage the roles of your organisation on level of the project. See How to assign or revoke roles for more information.
When you select Manage Project, you will access the Grant Management Services (GMS). For information about GMS, see Grant Management Services tool.
Note for LEARS and account Administrators
Even if you are the LEAR or the account administrator of the organisation, you cannot display the details of proposals and projects in which your organisation is participating, but for which you do not have a role within the proposal/project. However, you can ask to be granted read access both to projects and to proposals:
- Check How to assign or revoke roles for information on the management of roles both at the level of the organisation and the project.
- Check Access to Projects and Proposals for LEARs or Account Administrators for information on how LEARS/account administrators get access to proposals and projects. You will have the option to request access under the Actions drop-down menu for each proposal or project to which you do not currently have the access.
Notifications in the Portal
To view your notifications (called PNS), click on the bell icon on the right. The red number is the amount of unread notifications. When clicking on the icon, a panel will open on the right, where you can click on an item to open a specific notification.
If you want to see all the received notifications, then click on View all notifications at the bottom of the list of notifications and your inbox with all the notifications will be displayed.
You can also update your preferences for both high and normal priority notifications from the My Notifications screen. Click on the Preferences tab, and set up your preferences accordingly. Click on Save to confirm your notification settings.
Formal Notifications
Formal Notifications, i.e. messages which need to be acknowledged by the participant, are displayed in a specific module within Manage My Area. To view your formal notifications, select My Formal Notifications from the My Area on the left and you will arrive to a page displaying all your formal notifications.
Formal Notifications (FN) are not really just an electronic message, but a letter document in PDF format that you need to sign for acknowledgement. Click the Formal Notification to access it. You will be requested to sign by entering you EU Login credentials (acknowledgement) and will be able to download it.
More about Formal Notifications
Formal Notifications are sent in the context of specific business process.
- For information about FNs received in the context of a project, see Formal Notifications.
- For information about FNs received in the context of an audit, see Formal Notifications for audits.
Validation of the organisations do not involve Formal Notifications, the messages are sent to the registered email address of the self registrant and they are also available in Participant Register. See Messages for more information.
My Audits
To view your audits, select My Audits from the left and you will arrive to a page displaying all your audits.
Then click the Action button and select Access Audit to access your audit processes in the Audit Management Services (AMS). Access is available only for specific roles. See How to assign or revoke roles for information for auditees and AUDIT Firm Roles for information for audit firms.
If your organisation is being audited and you are either the LEAR of the organisation or an Audit Contact, you can also access and manage the audit processes in the Audit Management Services (AMS) via My organisations and the Audit Management option under Actions.
Related pages
- For information about roles and access rights in the portal, see Roles and access rights.
- For information about assigning/revoking roles, see How to assign or revoke roles.
- For information about securing your account and your personalised area in the Portal, see 2-step verification in Funding and Tenders Portal.
- Access the specific business process section for each case:
- See Participants for information about registration and data management of your organisation.
- See Proposals for information on how to submit a proposal.
- See Grant Management Services tool for information on how to manage your project.
- See Experts if you are registered as an expert.
- See Audit Management Services system for information about audits.