Identity and Access Management (IAM)
Research Participant Portal
• Offers external stakeholders a unique entry point for the interactions with the European Commission or Agencies in handling grant-related actions, based on
- single sign-on (ECAS) - role-based authorization (Identity and access management – IAM)
Result: personalised services on the Portal• Access to legal entity registration, negotiation, amendments, financial and scientific reporting, expert services (soon). • Brings homogeneity, transparency and better service integration for grant management.
Objectives of the role management (1/2)
• The Identity and Access Management allows us to define and/or manage changes of access rights of users of the Participant Portal.
• It gives personalised access to the different services.
• It allows flexible and quick management of access rights to the electronic tools on the Portal with high security.
• Any change in the roles of the users is saved to allow a monitoring & tracking service.
NEXT
• Unique identifier of persons: ECAS account (European Commission Authentication System).
Secure, ” single sign-on” approach :1 e-mail address = 1 person = 1 ECAS account
leads to the different grant or organisation-related actions
• Unique identifier of entities: the 9-digit PIC number.
• It requires minimal involvement by the internal staff allowing for flexibility for managing the consortium: only the top roles are defined by internal staff (Primary Coordinator Contact and the LEAR).
NEXT
Objectives of the role management (2/2)
Set Coordinator Contact in NEF
‘ Participant Portal Coordinator contact’
Administrative and scientific contactsfor the grant
Contact persons
Scien Admin Finan
Participant B
A.RepA.RepFinanFinanAdminAdminScienScien
LEARLEAR
1
FinanFinanAdminAdminScienScien
CoordinatorContact
ParticipantContacts
NamedRepresentat.
TaskManagers
TeamMembers
LEAR
AccountAdmin.
A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
Scien Admin Finan
Participant A
A.RepA.RepFinanFinanAdminAdminScienScien
LEARLEAR
1
A.AdminA.Admin A.AdminA.Admin
FinanFinanAdminAdminScienScien
A.AdminA.Admin
PaCoPaCo
1PaCoPaCo
1
Scien Admin Finan
CoCoCoCo
1
A.RepA.RepFinanFinanAdminAdminScienScien
FinanFinanAdminAdminScienScien
LEARLEAR
1
A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
NEXT
The current pyramid of roles.
Coordinating Participant
Scien Admin Finan
Participant B
A.RepA.RepFinanFinanAdminAdminScienScien
LEARLEAR
1
FinanFinanAdminAdminScienScien
CoordinatorContact
ParticipantContacts
NamedRepresentat.
TaskManagers
TeamMembers
LEAR
AccountAdmin.
A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
Scien Admin Finan
Participant A
A.RepA.RepFinanFinanAdminAdminScienScien
LEARLEAR
1
A.AdminA.Admin A.AdminA.Admin
FinanFinanAdminAdminScienScien
A.AdminA.Admin
PaCoPaCo
1PaCoPaCo
1
Scien Admin Finan
CoCoCoCo
1
A.RepA.RepFinanFinanAdminAdminScienScien
FinanFinanAdminAdminScienScien
LEARLEAR
1
A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
NEXT
Changes in the new version of the identity and role management
Coordinating Participant
Scien Admin Finan
Participant B
A.RepA.RepFinanFinanAdminAdminScienScien
LEARLEAR
1
FinanFinanAdminAdminScienScien
CoordinatorContact
ParticipantContacts
NamedRepresentat.
TaskManagers
TeamMembers
LEAR
AccountAdmin.
A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
Scien Admin Finan
Participant A
A.RepA.RepFinanFinanAdminAdminScienScien
LEARLEAR
1
A.AdminA.Admin A.AdminA.Admin
FinanFinanAdminAdminScienScien
A.AdminA.Admin
Scien Admin Finan
Coordinating Participant
A.RepA.RepFinanFinanAdminAdminScienScien
FinanFinanAdminAdminScienScien
LEARLEAR
1
A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
CoCoCoCoCoCoCoCo
1
PaCoPaCo
1CoCoCoCo
PaCoPaCo
CoCoCoCo
PaCoPaCoPaCoPaCoPaCoPaCo
1PaCoPaCoPaCoPaCoPaCoPaCo
NEXT
More Coordinator Contacts and Participant Contacts
Scien Admin FinanScien Admin Finan Scien Admin Finan
Participant B
A.RepA.RepFinanFinanAdminAdminScienScien
LEARLEAR
1
FinanFinanAdminAdminScienScien
CoordinatorContact
ParticipantContacts
TaskManagers
TeamMembers
LEAR
AccountAdmin.
A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
Participant A
A.RepA.Rep
LEARLEAR
1
A.AdminA.Admin A.AdminA.Admin
FinanFinanAdminAdminScienScien
A.AdminA.Admin
Coordinating Participant
A.RepA.Rep
FinanFinanAdminAdminScienScien
LEARLEAR
1
A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
FinanFinanAdminAdminScienScien FinanFinanAdminAdminScienScien
CoCoCoCo
PaCoPaCo
CoCoCoCo CoCoCoCo
PaCoPaCoPaCoPaCoPaCoPaCo PaCoPaCoPaCoPaCo
NamedRepresentat.
NEXT
Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb
Task M.Task M.Task M.Task M.Task M.Task M.
Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb
Task M.Task M.Task M.Task M.Task M.Task M.
Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb
Task M.Task M.Task M.Task M.Task M.Task M.More Coordinator Contacts and Participant Contacts
Task Managers and Team Members are no longer restricted
to specific scope(s).
A.RepA.RepFinanFinanAdminAdminScienScienA.RepA.Rep A.RepA.RepFinanFinanAdminAdminScienScien FinanFinanAdminAdminScienScien
Participant B
LEARLEAR
1
CoordinatorContact
ParticipantContacts
TaskManagers
TeamMembers
LEAR
AccountAdmin.
A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
Participant A
LEARLEAR
1
A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
Coordinating Participant
LEARLEAR
1
A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
CoCoCoCo
PaCoPaCo
CoCoCoCo CoCoCoCo
PaCoPaCoPaCoPaCoPaCoPaCo PaCoPaCoPaCoPaCo
NamedRepresentat.
NEXT
Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb
Task M.Task M.Task M.Task M.Task M.Task M.
Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb
Task M.Task M.Task M.Task M.Task M.Task M.
Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb
Task M.Task M.Task M.Task M.Task M.Task M.
PaCoPaCoPaCoPaCoTask M.Task M.PaCoPaCoPaCoPaCo CoCoCoCoPaCoPaCoTask M.Task M.PaCoPaCo CoCoCoCoTask M.Task M.CoCoCoCo
CoordinatorContact
ParticipantContacts
LEAR
AccountAdmin.
Participant A
LEARLEAR
1
A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
Coordinating Participant
LEARLEAR
1
A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
CoCoCoCoCoCoCoCo CoCoCoCo
PaCoPaCo PaCoPaCoPaCoPaCo
Experts
ReviewerReviewer ReviewerReviewerReviewerReviewer
Rapport.Rapport.
NEXT
TaskManagers
TeamMembers
Participant B
LEARLEAR
1
A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
PaCoPaCo PaCoPaCoPaCoPaCo
Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb
Task M.Task M.Task M.Task M.Task M.Task M.
Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb
Task M.Task M.Task M.Task M.Task M.Task M.
Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb
Task M.Task M.Task M.Task M.Task M.Task M.The roles of Named & Authorised Representatives are redistributed
Activation of non-participant roles: Reviewer and Rapporteur
Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb
Task M.Task M.Task M.Task M.Task M.Task M.
Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb
Task M.Task M.Task M.Task M.Task M.Task M. Rapport.Rapport.
CoordinatorContact
ParticipantContacts
LEAR
AccountAdmin.
Participant A
LEARLEAR
1
A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
Coordinating Participant
LEARLEAR
1
A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
CoCoCoCoCoCoCoCo CoCoCoCo
PaCoPaCo PaCoPaCoPaCoPaCo
Experts
ReviewerReviewer ReviewerReviewerReviewerReviewer
Activation of non-participant roles: Reviewer and Rapporteur
Which brings us to the new version of IAM…
NEXT
TaskManagers
TeamMembers
Major changes of the new version (1/2)
1. The uniqueness of the Coordinator and Participant Contacts disappear:
The major objective of the new version is to simplify the role management and make it more flexible.In that perspective, the following changes are made:
→ one Primary Coordinator Contact as the main contact for the European Commission;
→ more Coordinator Contacts can be nominated per project;
→ more Participant Contacts can be nominated per organisation in a project.
Major changes of the new version (2/2)
2. Task Managers and Team Members are no longer restricted to specific scope(s).
3. The roles of Named Representatives are redistributed:→ Former Financial and Scientific Named Representatives, and Authorised Representatives automatically become Participant Contacts (Coordinator Contacts for the Coordinating Participant).
→ Former Administrative/Legal Named Representatives automatically become Task Managers.
→ Former Authorised Signatories automatically become Participant Contacts as well.
4. Those using the new URF version to register an organisation for a PIC, will have a self-registrant role.
Roles at Organisation level
Roles at Project level
XXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
View Project details
View roles in the Project
Edit Consortium
The list of roles will be changed automatically with the new IAM
XXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
The nomination process
“How can I give access to my colleagues?”
“How can I revoke the rights of colleagues who left the organisation?”
“Original roles”
Some roles are automatically provisioned in the early stages of the Project (“original roles”) as follows :
• The Coordinator Contact identified in the proposal will be recognised by the Commission as the Primary Coordinator Contact.
• The contact persons of the participating organisations identified during proposal submission will become Participant Contacts at the beginning of negotiations.
• The LEAR is validated by the Commission during the validation process of his/her organisation.
The nomination process
• Except for the Primary Coordinator Contact and the LEAR, every role must be modified by the Participants.
• Each user can be nominated or revoked by another user following a fixed predetermined pattern.
Let’s review the nomination/revocation process.
Coordinating Participant Participant A
LEARLEAR
1
A.AdminA.Admin A.AdminA.Admin
LEARLEAR
1
A.AdminA.Admin A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
CoordinatorContacts
ParticipantContacts
LEAR
AccountAdministrator
TaskManagers
TeamMembers Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb
Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.
CoCoCoCo
PaCoPaCo
CoCoCoCo CoCoCoCo
PaCoPaCoPaCoPaCo
Proj
ect
Org
anis
ation
NEXT
Coordinating Participant Participant A
LEARLEAR
1
A.AdminA.Admin A.AdminA.Admin
LEARLEAR
1
A.AdminA.Admin A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
CoordinatorContacts
ParticipantContacts
LEAR
AccountAdministrator
TaskManagers
TeamMembers Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb
Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.
PaCoPaCo
CoCoCoCo CoCoCoCo
PaCoPaCoPaCoPaCo
Proj
ect
Org
anis
ation
NEXT
CoCoCoCo
Coordinating Participant Participant A
LEARLEAR
1
A.AdminA.Admin A.AdminA.Admin
LEARLEAR
1
A.AdminA.Admin A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
CoordinatorContacts
ParticipantContacts
LEAR
AccountAdministrator
TaskManagers
TeamMembers Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb
Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.
PaCoPaCo
CoCoCoCo CoCoCoCo
PaCoPaCoPaCoPaCo
Proj
ect
Org
anis
ation
NEXT
CoCoCoCo
Coordinating Participant Participant A
LEARLEAR
1
A.AdminA.Admin A.AdminA.Admin
LEARLEAR
1
A.AdminA.Admin A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
CoordinatorContacts
ParticipantContacts
LEAR
AccountAdministrator
TaskManagers
TeamMembers Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb
Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.
CoCoCoCo CoCoCoCo
PaCoPaCoPaCoPaCo
Proj
ect
Org
anis
ation
NEXT
CoCoCoCo
PaCoPaCo
Coordinating Participant Participant A
LEARLEAR
1
A.AdminA.Admin A.AdminA.Admin
LEARLEAR
1
A.AdminA.Admin A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
CoordinatorContacts
ParticipantContacts
LEAR
AccountAdministrator
TaskManagers
TeamMembers Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb
Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.
CoCoCoCo CoCoCoCo
PaCoPaCoPaCoPaCo
Proj
ect
Org
anis
ation
NEXT
CoCoCoCo
PaCoPaCo
Coordinating Participant Participant A
LEARLEAR
1
A.AdminA.Admin A.AdminA.Admin
LEARLEAR
1
A.AdminA.Admin A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
CoordinatorContacts
ParticipantContacts
LEAR
AccountAdministrator
TaskManagers
TeamMembers Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb
Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.
CoCoCoCo CoCoCoCo
PaCoPaCoPaCoPaCo
Proj
ect
Org
anis
ation
NEXT
CoCoCoCo
PaCoPaCo
Only the key roles of the LEAR and Primary Coordinator Contact
are defined/modified by the Commission.
Coordinating Participant Participant A
LEARLEAR
1
A.AdminA.Admin A.AdminA.Admin
LEARLEAR
1
A.AdminA.Admin A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
CoordinatorContacts
ParticipantContacts
LEAR
AccountAdministrator
TaskManagers
TeamMembers Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb
Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.
CoCoCoCo CoCoCoCo
PaCoPaCoPaCoPaCo
Proj
ect
Org
anis
ation
NEXT
CoCoCoCo
PaCoPaCo
Only the key roles of the LEAR and Primary Coordinator Contact
are defined/modified by the Commission.
View roles in the Project
XXXX XXXX
XXXXXXXXX XXXXXXXXXXXX XXXXXX
XXXXXXXXX XXXXXXXXXXXX XXXXXX
XXXXXXXXX XXXXXXXXXXXXXXXXXX XXXXXX
XXXXXXXXX XXXXXXXXXX XXXXXX
XXXXXXXXX XXXXXXXXXXXXXXXXXX XXXXXX
XXXXXXXXX XXXXXXXXXX XXXXXX
XXXXXXXXX XXXXXXXXXXXXXXXXXX XXXXXX
XXXXXXXXX XXXXXXXXXX XXXXXX
The list of roles will be changed automatically with the new IAM.These new roles may need to be
modified.
Add or revoke roles in the Project
LEARs will also see the list of proposals submitted.
Add a new role for the Project
XXXX XXXX
Edit Consortium function: available forthe Primary Coordinator Contact only
XXXXX
XXXXX
XXXXXXXXXXXXXX
XXXXXXXXXXXXX
Edit Participant Contact details.
XXXXX
XXXXX
XXXXXXXXXXXXXX
XXXXXXXXXXXXX
The organisation appears in the “My Organisations” tab
XXXXXXXXXXXXXXXX XXXXXX XXXXXXXX
Those who obtained a self-registrant role, will access
their data in URF from here.
LEARs can view the roles within the organisation.
XXXXXXXXXXXXX XXXXXXXXXXXXXXXXXXXX XXXXX
XXXXXXXXXXXX XXXXXXXXXXXXXXXXXXX XXXXX
XXXXXXXXXXXXX XXXXXXXXXXXXXXX XXXXX
XXXXXXXXXXXXX XXXXXXXXXXXXXX XXXXX
XXXXXXXXXXXXX XXXXXXXXXXX XXXXX
XXXXXXXXXXXX XXXXXXXXXXXXXXXX XXXXX
XXXXXXXXXXXXX
XXXXXXXXXXXXXXXX
XXXXXXXXXXXXXX XXXXX
XXXXXXXXXXXXXX XXXXX
XXXXXXXXX XXXXXXXXXXXX XXXXX
XXXXXXXXX XXXXXXXXXXXXXXX XXXXX
LEARs will see the project list of the entity.
Access rights for each role
Each person within this pyramid has different access rights according to his/her own role, and according to the state of the project.
Let’s review these rights for each role.
Coordinating Participant Participant A
LEARLEAR
1
A.AdminA.Admin A.AdminA.Admin
LEARLEAR
1
A.AdminA.Admin A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
CoordinatorContacts
ParticipantContacts
LEAR
AccountAdministrator
TaskManagers
TeamMembers Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb
Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.
CoCoCoCo
PaCoPaCo
CoCoCoCo CoCoCoCo
PaCoPaCoPaCoPaCo
Proj
ect
Org
anis
ation
Coordinating Participant Participant A
LEAR
1
A.Admin A.Admin
LEAR
1
A.Admin A.Admin A.AdminA.Admin
CoordinatorContacts
ParticipantContacts
LEAR
AccountAdministrator
TaskManagers
TeamMembers Team Mb Team Mb Team Mb Team Mb Team Mb Team Mb
Task M.Task M.Task M.Task M.Task M.Task M.
PaCo
CoCoCoCo CoCoCoCo
PaCoPaCo
Proj
ect
Org
anis
ation
The Primary Coordinator Contact:• The contact person of the coordinating entity identified in the proposal is
automatically transferred as the Primary Coordinator Contact; (s)he is the primary point of contact between the Commission and the Consortium for negotiations.
• The Primary Coordinator Contact can only be revoked or modified by the Commission.
• The Primary Coordinator Contact can nominate and revoke Coordinator Contacts, Task Managers and Team Members within his/her organisation.
• The Primary Coordinator Contact can nominate and revoke Participants Contacts for any organisation in the consortium.
• The Primary Coordinator Contact has read and write access to all electronic tools, to the forms of his/her organisation and to the common forms of the consortium.
• The Primary Coordinator Contact can submit forms to the European Commission.
CoCoCoCo
Coordinating Participant Participant A
LEAR
1
A.Admin A.Admin
LEAR
1
A.Admin A.Admin A.AdminA.Admin
CoordinatorContacts
ParticipantContacts
LEAR
AccountAdministrator
TaskManagers
TeamMembers Team Mb Team Mb Team Mb Team Mb Team Mb Team Mb
Task M.Task M.Task M.Task M.Task M.Task M.
PaCo
CoCoCoCo CoCoCoCo
PaCoPaCo
Proj
ect
Org
anis
ation
CoCoCoCo
Coordinator Contacts:• All Coordinator Contacts can nominate and revoke other Coordinator Contacts
within their organisation; all the nominated Coordinator Contacts have similar rights.
• All Coordinator Contacts can nominate and revoke Task Managers and Team Members within their organisation.
• All Coordinator Contacts have read and write access to all electronic tools, to their own forms and to the common forms of the consortium.
• All Coordinator Contacts can submit forms to the European Commission.
Coordinating Participant Participant A
LEAR
1
A.Admin A.Admin
LEAR
1
A.Admin A.Admin A.AdminA.Admin
CoordinatorContacts
ParticipantContacts
LEAR
AccountAdministrator
TaskManagers
TeamMembers Team Mb Team Mb Team Mb Team Mb Team Mb Team Mb
Task M.Task M.Task M.Task M.Task M.Task M.
CoCo
PaCoPaCo
CoCo CoCo
PaCoPaCoPaCoPaCo
Proj
ect
Org
anis
ation
Participant Contacts:• The Participant Contacts are nominated to represent the organisation
within the consortium. • There is at least one Participant Contact per organisation, with a maximum
of 5 Participant Contacts per organisation, but there can be more than 5 with the migration of roles for organisations which are already registered.
• All Participant Contacts can nominate and revoke other Participant Contacts, Task Managers and Team Members within his/her organisation.
• All Participant Contacts have read and write access to their organisation’s forms.• All Participant Contacts can submit forms to the Coordinator Contacts.
Coordinating Participant Participant A
LEAR
1
A.Admin A.Admin
LEAR
1
A.Admin A.Admin A.AdminA.Admin
CoordinatorContacts
ParticipantContacts
LEAR
AccountAdministrator
TaskManagers
TeamMembers Team Mb Team Mb Team Mb Team Mb Team Mb Team Mb
Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.Task M.
CoCo
PaCo
CoCo CoCo
PaCoPaCo
Proj
ect
Org
anis
ation
Task Managers:• There may be one or more Task Manager(s) per organisation.• Task Managers are nominated by their Participant Contacts. • Task Managers can create and update forms of their organisation
and submit to the Participant Contacts.• Task Managers cannot delegate the role further or any of their rights.
Coordinating Participant Participant A
LEAR
1
A.Admin A.Admin
LEAR
1
A.Admin A.Admin A.AdminA.Admin
CoordinatorContacts
ParticipantContacts
LEAR
AccountAdministrator
TaskManagers
TeamMembers Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb Team MbTeam Mb
Task M.Task M.Task M.Task M.Task M.Task M.
CoCo
PaCo
CoCo CoCo
PaCoPaCo
Proj
ect
Org
anis
ation Team Members:
• Team Members are nominated by the Participant Contacts.• Team Members have limited access rights: search, read-only.• Team Members cannot delegate the role further or any of their rights.
Coordinating Participant Participant A
LEARLEAR
1
A.Admin A.Admin
LEARLEAR
1
A.Admin A.Admin A.AdminA.Admin
CoordinatorContacts
ParticipantContacts
LEAR
AccountAdministrator
TaskManagers
TeamMembers Team Mb Team Mb Team Mb Team Mb Team Mb Team Mb
Task M.Task M.Task M.Task M.Task M.Task M.
CoCo
PaCo
CoCo CoCo
PaCoPaCo
Proj
ect
Org
anis
ation
The LEAR:• The LEAR can access the list of roles/persons representing his/her organisation in
Projects and the Project list of his/her organisation.• The LEAR may 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.• The LEAR can only be revoked or modified by the Commission.• The LEAR is reponsible for the updates of the organisation-related data, can
request (online) the modification of such data, and upload supporting documents.
Coordinating Participant Participant A
LEAR
1
A.AdminA.Admin A.AdminA.Admin
LEAR
1
A.AdminA.Admin A.AdminA.Admin A.AdminA.AdminA.AdminA.Admin
CoordinatorContacts
ParticipantContacts
LEAR
AccountAdministrator
TaskManagers
TeamMembers Team Mb Team Mb Team Mb Team Mb Team Mb Team Mb
Task M.Task M.Task M.Task M.Task M.Task M.
CoCo
PaCo
CoCo CoCo
PaCoPaCo
Proj
ect
Org
anis
ation
The Account Administrator:• There may be one or more Account Administrator(s) within an organisation
(nominated by the LEAR of the organisation).• All Account Administrators may access the list of roles/persons representing
his/her organisation in Projects and the Project list of their organisation.• All Account Administrators can request (online) the update of the organisation-
related data.• All Account Administrators may request to revoke users from roles
within their organisatione.g. by asking a Coordinator Contactor a Participant Contact to revoke a role.
Project roles: summary
Team MbTeam Mb
Task M.Task M.
CoCoCoCo
PaCoPaCo
• Nominate and revoke Participant Contacts, Task Managers and Team Members within their organisation;
• Read/write access to own forms;• Submit to the Coordinator Contacts;• In addition, the rights listed under the Task Managers.
• Create and update forms;• In addition, rights listed under the Team Members.
• Read-only access
• Nominate and revoke other Coordinator Contacts;• Read/write access to own and common forms; • Submit to European Commission/Agency;• In addition, all rights listed under the Participant Contacts.
NEXT
• Nominate and revoke Participant Contacts for any participating organisation.• In addition, all rights listed under the Coordinator Contacts.
CoCoCoCo
Organisation roles: summary
• Access the list of roles/persons representing their organisation• Access their organisation’s list of Projects and their summaries• May request to revoke users from roles within his/her organisation
LEARLEAR
1
A.AdminA.Admin
• Nominate and revoke Account Administrators within their organisation• In addition, all rights listed under the Account Administrator.
NEXT
Access rights for each step of the project
Now that we have a better idea of the general scheme, let’s review the possibilities of the different roles
at each step of the project.
Proposal submission End of
the projectReports
Amendments
Grantagreementsignature
Negotiation
Registration
Access rights for proposal submission
• Currently, the proposal submission (EPSS) is outside the Participant Portal, but certain roles are provisioned automatically.• In the future, roles will be integrated in the proposal submission phase (SEP).• SEP: Coordinators and participant contacts will be able to provision the roles at this stage in the proposal submission system.
Proposal submission End of
the projectReports
Amendments
Grantagreementsignature
Negotiation
Registration
Access rights for negotiations
• Read-only rights to all negotiation-related data:
• Draft and validate own forms:
• Draft and validate common forms:
• Submit data on behalf of the whole consortium to the Commission:
Proposal submission End of
the projectReports
Amendments
Grantagreementsignature
Negotiation
Registration
Team MbTeam MbTask M.Task M.CoCoCoCoCoCoCoCo PaCoPaCo
Task M.Task M.PaCoPaCo
CoCoCoCoCoCoCoCo
CoCoCoCo
CoCoCoCoCoCoCoCo
CoCoCoCo
Access rights for amendments
• Read-only rights to all amendment-related data:
• Initiate an action:
Proposal submission End of
the projectReports
Amendments
Grantagreementsignature
Negotiation
Registration
Team MbTeam MbTask M.Task M.CoCoCoCoCoCoCoCo PaCoPaCo
CoCoCoCoCoCoCoCo
• Draft and validate their forms:
• Draft and validate common forms:
• Submit data on behalf of the whole consortium to the Commission:
Task M.Task M.PaCoPaCo
CoCoCoCoCoCoCoCo
CoCoCoCo
CoCoCoCoCoCoCoCo
CoCoCoCo
ReviewerReviewerCoCoCoCoCoCoCoCo
Access rights for financial reports (1/2)
(Form C, CFS, financial summary)
• Read-only rights to their Forms C/CFS:
• Draft and upload their Forms C/CFS:
• Read-only rights to the financial summary:
Proposal submission End of
the projectReports
Amendments
Grantagreementsignature
Negotiation
Registration
Team MbTeam MbTask M.Task M.PaCoPaCo
Task M.Task M.PaCoPaCo
CoCoCoCoCoCoCoCo
CoCoCoCoCoCoCoCo
• Submit to the Coordinator Contacts:
• Submit to the European Commission:
Access rights for financial reports (2/2)
(Form C, CFS, financial summary)
• Read-only rights to all participants’ Forms C/CFS:
Proposal submission End of
the projectReports
Amendments
Grantagreementsignature
Negotiation
Registration
ReviewerReviewerCoCoCoCoCoCoCoCo
PaCoPaCo
CoCoCoCoCoCoCoCo
Access rights for scientific reports (1/2)
• Read-only rights to their forms & documents:
• Draft and upload their forms & documents:
• Read-only rights to common forms & documents:
Proposal submission End of
the projectReports
Amendments
Grantagreementsignature
Negotiation
Registration
Team MbTeam MbTask M.Task M.CoCoCoCoCoCoCoCo PaCoPaCo
Task M.Task M.CoCoCoCoCoCoCoCo PaCoPaCo
Team MbTeam MbTask M.Task M.CoCoCoCoCoCoCoCo PaCoPaCo
• Draft and upload common forms & documents:
Task M.Task M.CoCoCoCoCoCoCoCo PaCoPaCo
• Submit to the Coordinator Contacts:
• Submit to the European Commission:
Access rights for scientific reports (2/2)
• Read-only rights to all participants’ forms:
Proposal submission End of
the projectReports
Amendments
Grantagreementsignature
Negotiation
Registration
CoCoCoCoCoCoCoCo
CoCoCoCoCoCoCoCo
PaCoPaCo
• Read-only rights to all participants’ deliverables:
• Draft and upload all participants’ deliverables:Team MbTeam MbTask M.Task M.CoCoCoCoCoCoCoCo PaCoPaCo
Task M.Task M.CoCoCoCoCoCoCoCo PaCoPaCo
ReviewerReviewer Rapport.Rapport.
ReviewerReviewer Rapport.Rapport.
End of the project
Access rights for reviews (1/2)
Proposal submission Reports
Amendments
Grantagreementsignature
Negotiation
Registration
• Read-only rights to review forms & documents:
• Draft and upload their review forms & documents:
• Submit review:
• Review all sessions:
ReviewerReviewer Rapport.Rapport.
ReviewerReviewer
ReviewerReviewer
ReviewerReviewer
End of the project
Access rights for reviews (2/2)
Proposal submission Reports
Amendments
Grantagreementsignature
Negotiation
Registration
• Draft and upload consolidated review forms & documents:
• Read-only rights to consolidated review forms & documents:
• Submit consolidated review:Rapport.Rapport.
Rapport.Rapport.
Rapport.Rapport.
Proposal submission End of
the projectReports
Amendments
Grantagreementsignature
Negotiation
Registration
Access rights for the organisation
• View and update the organisation’s data:
LEARLEAR
1A.AdminA.Admin
• Upload / download / update documentsregarding the organisation:
LEARLEAR
1A.AdminA.Admin
• NEW: Self-registrants have access to their data until a LEAR is appointed for the PIC.