The Participant Portal allows each user to have access to a personalised space, based on 3 main elements:
The IAM hierarchy, as of January 1 2014, is as follows:
Can:
Can:
Can:
Can:
Can:
Can:
Can:
Note: you can find information on how a LEAR is appointed here.
Can:
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 ECAS account of the "new user".
If this "new user" has no ECAS account, he/she will automatically receive an invitation to create his/her ECAS account.
The diagrams below describe how to manage nominations in the Participant Portal.
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.
The (Primary) Coordinator Contacts/Participant Contacts need to assign to their project as many LSIGNs/FSIGNs for their own organisation as needed. The LSIGN and FSIGN now have their own access to the tools.
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 European Commission. |
Rights | Can nominate/revoke | Is nominated/revoked by |
---|---|---|
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 |
---|---|---|
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 |
---|---|---|
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 |
---|---|---|
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 Financial Signatory(s) assigned to a project within an organisation. One Financial Signatory can be assigned to multiple projects. Can electronically sign legal (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). |
Click here to view a detailed PowerPoint presentation describing the IAM process.