How to add, revoke and edit roles.
How to assign the PLSIGN/PFSIGN role
Special Roles per Programme/Action
The Funding & Tenders Portal allows each user to have access to a personalised space, based on 3 main elements:
The IAM hierarchy is as follows:
Regardless of the different write/read rights described below, any document becomes visible to all beneficiaries in the consortium once that it has been submitted to the EC.
See Special roles for information about roles not mentioned here.
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Note: you can find information on how a LEAR is appointed here.
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Some roles are automatically provisioned in the early stages of the Project (“original roles”) as follows:
The nomination process, i.e. who can nominate the various actors, is described in the diagram below for both a project and an organisation.
To grant a role, the e-mail address of the "new user" will have to be filled in; this e-mail address should be the same as the one used for the EU Login account of the "new user".
If this "new user" has no EU Login account, he/she will automatically receive an invitation to create his/her EU Login account.
Access this page for a full description on the steps to undertake.
For the nomination here, please read here.
The LEAR (or Account Administrators) nominate as many LSIGNs/FSIGNs as they want. At this stage, the FSIGN cannot do anything, while the LSIGN has read-only access to the organisation's data and lists of projects, proposals & roles.
This description concerns the auditee. For specific information regarding the audit roles for external audit firms, see AUDIT Firm Roles
The LEAR gets assigned the Primary Audit Contact (PAuCo) role when an organisation has been selected for an audit. This role may nominate other Primary Audit Contacts (PAuCo) for the organisation and the Audit Contacts (AuCo) roles for the audits. AuCos will carry out the audit tasks in the Audit Management System (AMS)), once they are assigned to an audit team. PAuCo cannot access the audit unless they are granted the AuCo role and they are added to the relevant audit team.
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An assigned Audit Contact (AuCo) performs the audit tasks in the Audit Management System (AMS) for the audit(s) assigned to their relevant audit team(s).
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An AuCo can also nominate/revoke other AuCos who are assigned to the same teams as them.
For example, if AuCo X is assigned to team A, and audits Y and Z are assigned to the same team A, AuCo X can assign other AuCos to team A who will have access to audits Y and Z.
An AuCo cannot manage the teams of the organisation (i.e. rename a team, add a new team or assign an audit to a team), since this kind of access is reserved for Primary Audit Contacts.
Regardless of the different write/read rights described below, any document becomes visible to all beneficiaries in the consortium once that it has been submitted to the EC.
Rights | Can nominate/revoke | Is nominated/revoked by |
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There can be only one Primary Coodinator Contact per project. Is the primary point of contact between the Commission and the Consortium for negotiations. Has read and write access to all the forms of his/her organisation and to the common forms of the consortium. Can submit forms to the European Commission. | Coordinator Contacts, Task Managers and Team Members within his/her organisation. Assign Financial Signatories to a project within his/her organisation. Participants Contacts for any organisation in the consortium. | The proposal initiator of the coordinating entity identified in the proposal is automatically transferred as Primary Coordinator Contact. Can only be revoked or modified by the Project Officer (PO). Note: If the Primary Coordinator Contact of the project has changed, the LEAR of the coordinating organisation must provide the Project Officer with the first name, last name, email address and EU Login account name of the new PCoCo |
Rights | Can nominate/revoke | Is nominated/revoked by |
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There can be as many Coordinator Contacts as needed per project. Has read and write access to all the forms of his/her organisation and to the common forms of the consortium. Can submit forms to the European Commission. | Other Coordinator Contacts within their organisation; all the nominated Coordinator Contacts have similar rights. Task Managers and Team Members within their organisation. Assign Legal and Financial Signatories to a project within their organisation. Participants Contacts for any organisation in the consortium. | The Primary Coordinator Contact or another Coordinator Contact. |
Rights | Can nominate/revoke | Is nominated/revoked by |
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The Participant Contacts are nominated to represent the organisation within the consortium. There is at least one Participant Contact per organisation. All Participant Contacts have read and write access to their organisation’s forms. All Participant Contacts can submit forms to the Coordinator Contacts. | Other Participant Contacts, Task Managers and Team Members within his/her organisation. Assign Legal and Financial Signatories to a project within his/her organisation. | The Primary Coordinator Contact or a Coordinator Contact. Another Participant Contact within their organisation. |
Rights | Can nominate/revoke | Is nominated/revoked by |
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There may be one or more Task Manager(s) per organisation. Can create, save and update forms of their organisation | N/A | The Primary Coordinator Contact or other Coordinator Contacts (for the coordinating entity). Participant Contacts (for other entities). |
Rights | Can nominate/revoke | Is nominated/revoked by |
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There may be one or more Team Member(s) per organisation. Have limited access rights: search, read-only. | N/A | The Primary Coordinator Contact or other Coordinator Contacts (for the coordinating entity). Participant Contacts (for other entities). |
Note: you can find information on how a LEAR is appointed here.
Rights | Can nominate/revoke | Is nominated/revoked by |
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There can be only one LEAR per organisation. Access the list of roles/persons representing his/her organisation in Projects and the list of projects and proposals of his/her organisation. Can request to revoke users from roles within his/her organisation e.g. by asking a Coordinator Contact or a Participant Contact to revoke a role. Is responsible for the updates of the organisation-related data, can request (online) the modification of such data, and upload supporting documents. Is responsible for nominating a pool of Legal and Financial Signatories in which Project Coordinators can choose to assign LSIGNs/FSIGNs to their project | Account Administrators and Legal and Financial Signatories within his/her organisation. | Can only be revoked or modified by the Commission. |
Rights | Can nominate/revoke | Is nominated/revoked by |
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There may be one or more Account Administrator(s) within an organisation. Access the list of roles/persons representing his/her organisation in Projects and the list of projects and proposals of his/her organisation. Can request (online) the update of the organisation-related data. Can request to revoke users from roles within his/her organisation, e.g. by asking a Coordinator Contactor a Participant Contact to revoke a role. Can help in nominating a pool of Legal and Financial Signatories in which Project Coordinators can choose to assign LSIGNs/FSIGNs to their project. | Financial Signatories within his/her organisation. | The LEAR (of his/her entity). |
Rights | Can nominate/revoke | Is nominated/revoked by |
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There may be one or more Legal Signatory(s) assigned to a project within an organisation. One Legal Signatory can be assigned to multiple projects. Can electronically sign legal documents (and in some cases submit them to the coordinator). Has read and write access to his/her organisation’s forms. | N/A | The Primary Coordinator Contact or other Coordinator Contacts (for the coordinating entity). Participant Contacts (for other entities). |
Rights | Can nominate/revoke | Is nominated/revoked by |
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There may be one or more Legal Signatory(s) within an organisation. Has read-only access to organisation's data. | N/A | The LEAR or Account Administrators (of his/her entity). |
Rights | Can nominate/revoke | Is nominated/revoked by |
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There may be one or more Financial Signatory(s) assigned to a project within an organisation. One Financial Signatory can be assigned to multiple projects. Can electronically sign financial statements (Forms C) and submit them to the coordinator. Has read and write access to his/her organisation’s forms. | N/A | The Primary Coordinator Contact or other Coordinator Contacts (for the coordinating entity). Participant Contacts (for other entities). |
Rights | Can nominate/revoke | Is nominated/revoked by |
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There may be one or more Financial Signatory(s) within an organisation. Has no right as long as not assigned to a project. | N/A | The LEAR or Account Administrators (of his/her entity). |
Rights | Can nominate/revoke | Is nominated/revoked by |
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There may be one or more Primary Audit Contacts. Manages other contacts and the teams for the audits of the organisation. | Primary Audit Contacts for their legal entity and Audit contacts for the audits of their organisation. | The LEAR of an organisation is nominated as Primary Audit Contact (PAuCo) by the Grants System. Then, nominates the audit roles of their organisation via the option View Roles from the Actions drop-down list for the organisation in the Funding & Tenders Portal. Can manage the teams (my organisations, teams tab). |
Rights | Can nominate/revoke | Is nominated/revoked by |
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There may be one or more Audit Contacts. Can submit forms in the audit management system for an audit process. | This role can nominate other AuCos, but only for the team they are currently assigned to. | The AuCo is nominated by the primary audit contact of their organisation. |