How to Assign Roles

Organisation Roles

1. Go to the Funding and Tenders Portal My Area – My Organisations and click on the button Actions button close to the organisation. Select View Roles in the list of actions.
   
   

   View Roles displays if the organisation has been already validated, if it was not validated yet, the option in the Action menu will be Manage Roles.

    
   
   

2. The Roles for the Organisation screen appears displaying the existing roles.
   
    

3. Click the Edit Organisation Roles button. In the new window, you can edit (1), revoke (2) or add new roles (3).
   
   
   

4. The pencil icon (EDIT) is used to provide comments about the role. For example, that a certain FSIGN should be appointed as the Project Financial Signatory (PFSIGN) only for certain types of projects.
   

5. Click the ADD ROLES button to add a role. The Add Role screen appears. Select a role to be added from the drop-down menu, then add the details for person to be appointed to the role.
   
   
   
6. To revoke a role, click the bin icon close to the relevant role in the Roles for the Organisation screen. In the second screen, click OK to confirm.

Project Roles

1. Go to the Funding & Tenders Portal My Area – My Projects and click on the Actions button. Select Manage Consortium from the list of actions.
    
2. The Project Consortium screen appears.
   
   
   
   
3. Click the EDIT ROLES button next to the appropriate project contact organisation. The Roles for that organisation within the Project appear listed in a new screen.You can add (1) or revoke (2) roles of your organisation. As a coordinator contact also the option to grant or remove read access to the LEAR of the organisation displays (3, click here for further details).
   
   
   
   
4. Click the ADD ROLES button to add a role. The Add Role screen appears. Select a role to be added from the drop-down menu, then add the details for person to be appointed to the role.
   
   
   
   
5. To revoke a role, click the bin icon next to the contact to be removed, then click the OK in the following screen to confirm.
   
   

PLSIGN/PFSIGN

The Lear needs to set up a LSIGN/FSIGN to the organisation first. Once that this is done, you follow the instructions above to add roles to a project, but when selecting this kind of role, the appointed LSIGNs/FSIGNs for the organisation will be listed, and you set one for the project by clicking on the radio button and confirming the selection via the OK Button. 

If not such a role was appointed first for the organisation, you will not have available people on the project level, so it needs to be assigned on organisation level first.

Check also this FAQ specifically for PLSIGN/PFSIGN assignment.

Audit Roles

The audit roles at level of the audit  are the roles which grant access to the AMS in order to carry out the audit tasks (i.e. audit contact for the audited organisations, and external auditor, team member or external audit firm local auditor roles).

The principle is that the administrative roles (i.e. primary audit contact for audited organisations and primary external auditor / external auditor administrator for audit firms) assign the audits to a team, and then, assign the people working on the audit to that team.

For specific information regarding the audit roles for external audit firms, see AUDIT Firm Roles

For Audited organisations, the LEAR will be assigned the primary audit contact role. This role can manage the team. If this is your first audit, a "Default" team has been created for you.

Access your organisation under My organisations / Actions / View Roles, and click on the Teams tab.

Under Actions, you have the option to rename the team or to add the roles directly from here.

Use the Add a new team to create a new team, you just need to provide a name for it. Use the arrow on the right to display the current members of a team.