European Commission It-How-To Manual

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Instructions for the Funding & Tenders Portal

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.



  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 Project 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.


Instructions for the Participant Portal

Organisation Roles


  1. Go to the Participant Portal My Area – My Organisations and click on the button OR.
     

    The Organisation File screen opens.

     
     
  2. Click the EDIT ROLES  button. The Roles for the Organisation screen appears displaying the existing roles.You can edit, revoke or add new roles.
     
     
  3. Click the EDIT button to edit a role. You can add 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.

     

  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, select the tick box beside the relevant role in the Roles for the Organisation screen, then click the REVOKE button. 
     

 Project Roles

  1. Go to the Participant Portal My Area – My Projects and click on the PC button.

  2. The Project File screen appears.



  3. Click the EDIT ROLES button. The Roles for the Project screen appears displaying the existing roles.You can revoke or add new roles.



  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, select the tick box beside the relevant role in the Roles for the Project screen, then click the REVOKE ROLE button. 



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