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Instructions when using the
ParticipantFunding & Tenders Portal
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 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 My Area section within the Participant on the left side of the Funding & Tenders Portal.
Requesting access to a project
When logging to PP, go to F&T 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 Actions button on the right.
Click on the Legal Name of the organisation to display the details, and and on the Projects or on the Proposals tab to see the projects/proposal where your organisation is participating.
Organisations can be involved in a project where the LEAR/Account administrator does not have an actual team member role (roles on project levelin the consortium). Click on the Acronym of a project. If you do not have a project role, following message gets displayed (
Tip: Whenever you see
the Request Access under the Actions button for a project or a proposal, it means that you do not have
access to that specific projecta specific role on the project or on the proposal).
Go back to the organisation. Then click on the RA button to request access.
Select the Request Access under Actions. A pop-up window displays with two possible options
Select option 1 if you want to be given a project role within the project. Select option 2 if you just want to have read access to the project. Fill in the captcha and click Click on submit.
When done, a message is shown confirming that the request got submitted via a pop-up window.confirmation message will shortly display on the right-lower 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 here.
Granting access to a project
PCoCo/CoCo or PaCo, depending of the situation, receives email notification informing of the request.
The notification is also accessible via My Area /My Notifications. Regardless of the option selected by the user, the title of the notification will look the same., which you can access by clicking on the bell icon on the right 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 user requests to be added a contact of 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 to 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 the user you to the project consortium page. Then proceed as follows:
For option 1:
Click Access My projects and select Project Consortium from the options under the Actions button if not using the link from the message.
Then click 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 OK to confirm.
For option 2:Click
Access My projects and select Project Consortium from the options under the Actions button if not using the link from the message.
Then click on the Edit Roles button of the corresponding organisation.
You will see the current participant contacts and two radio buttons below the role participant contacts. Select the Authorised (recommended) one to grant read access to the LEAR/Account Administrator, Not Authorised to prevent them from seeing the project details.
After selecting the corresponding radio button, a message will be displayed confirming that the setting is save; just close the window, afterwards (there is no further buttons to confirm selection):
Note: The radio buttons are independent from the role management. There is neither confirmation to be clicked nor anything besides the red text "change setting successfully saved", simply click on the corresponding radio button and close the window without further action.
Instructions when using the Funding & TendersIn the following screen, click on the Enable Lear Access.
A confirmation pop-up window will display on the right-lower 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.
Instructions when using the Participant Portal
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 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 My Area on the left side of the Funding & Tenders section within the Participant Portal.
Requesting access to a project
When logging to F&T Portal, access PP, go to My Organisationson 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 Actions button on the right.
Click on the Legal Name of the organisation to display the details, and and on the Projects or on the Proposals tab to see the projects/proposal where your organisation is participating.
Organisations can be involved in a project where the LEAR/Account administrator does not have an actual team member role (roles in the consortiumon project level). Click on the Acronym of a project. If you do not have a project role, following message gets displayed
(Tip: Whenever you see
the Request Access under the Actions button for a project or a proposala RA button, it means that you do not have
a specific role on the project or on the proposalaccess to that specific project).
Select the Request Access under Actions. A pop-up window displays with two possible options
Go back to the organisation. Then click on the RA button to request access.
Select option 1 if you want to be given a project role within the project. Select option 2 if you just want to have read access to the project. Click Fill in the captcha and click on submit.
When done, a confirmation message will shortly display on the right-lower corner of the browser.message is shown confirming that the request got submitted via a pop-up window.
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 here.
Granting access to a project
PCoCo/CoCo or PaCo, depending of the situation, receives email notification informing of the request.
The notification is also accessible via My Area /My Notifications, which you can access by clicking on the bell icon on the right of the screen.. Regardless of the option selected by the user, the title of the notification will look the same.
However, the content of the notification and the steps to be taken will be different depending on the selected option.
Option 1: When user requests to be added a contact of 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 to 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 the user to the project consortium page. Then proceed as follows:
For option 1:
Access My projects and select Project Consortium from the options under the Actions button if not using the link from the message.
Then click Click 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 OK to confirm.
For option 2:
Access My projects and select Project Consortium from the options under the Actions button if not using the link from the message.
Then click Click 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 right-lower 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.
You will see the current participant contacts and two radio buttons below the role participant contacts. Select the Authorised (recommended) one to grant read access to the LEAR/Account Administrator, Not Authorised to prevent them from seeing the project details.
After selecting the corresponding radio button, a message will be displayed confirming that the setting is save; just close the window, afterwards (there is no further buttons to confirm selection):
Note: The radio buttons are independent from the role management. There is neither confirmation to be clicked nor anything besides the red text "change setting successfully saved", simply click on the corresponding radio button and close the window without further action.