Organisation Roles
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.
The Roles for the Organisation screen appears displaying the existing roles.
Click the Edit Organisation Roles button. In the new window, you can edit (1), revoke (2) or add new roles (3).
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.
- 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.
- 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
- Go to the Funding & Tenders Portal My Area – My Projects and click on the Actions button. Select Project Consortium from the list of actions.
- The Project Consortium screen appears.
- 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).
- 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.
- 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.