Skip to Content Options:

Modifying Proposal Permissions

Last Updated: 10/20/2017

This job aid will walk you through modifying the permissions of your Proposal Development (PD) document to grant permission for creating, editing or viewing the proposal.

NOTE:

  • Most roles can only be assigned or removed when the proposal is in progress, however the view role can also be granted when the proposal has been submitted for approval routing
  • The individual who created the proposal will automatically be assigned the aggregator role
  • All proposals must have at least one aggregator
  • Adjusting roles on the Permissions tab only impacts that specific proposal
  • An appendix has been provided at the end of this document outlining the access provided by each role

WHO:

Anyone with the Aggregator role can add/delete the assigned roles on the Permissions tab

HOW:

  1. Click on the Permissions tab in the PD document. Two panels will be displayed:
    • Assigned Roles ‐ displays a list of user names by proposal development role
    • Users ‐ allows those with an Aggregator role to add or remove roles for people who need access, or should not have access, to the proposal
  2. Review the Assigned Roles panel to determine if a change in user roles is needed. The Assigned Roles panel

Add Users

  1. Enter the MSU net ID in the User Name field or click on the magnifying glass icon to search for the individual that you would like to provide access to the proposal. To perform the search, enter the search criteria for the individual, click the search button, and click return value next to the individual you would like to select. 
    Name, role, and actions fields highlighted in the Users panel
  2. Select the role for the individual you are adding from the Role dropdown menu
  3. Click the add button in the Actions column to add the role for the individual
  4. Click the save button at the bottom of the screen

 

Edit Roles

  1. Click the edit role button for the desired person in the Actions column on the far right of the Users panel, this will open a small window containing a list of user roles Edit Role button in the Actions Column of the Users panel
  2. Click on the boxes to add or remove roles (Check the boxes to assign the role, uncheck the boxes to remove the role)
  3. Click the save button at the bottom of the screen Add and Remove check boxes in the Roles panel

 

Delete Roles

  1. Click the delete button in the Actions column for the individual you wish to remove access Delete Button in the Actions Column of the Users panel
  2. Click yes when prompted to confirm that you wish to remove this individual from the list of users for the proposal
  3. Click the save button at the bottom of the screen to finalize your selection

Appendix: Role Names and Descriptions

Role Description
Viewer

An assigned role that allows a person read only access to any part of the proposal.

Budget Creator

An assigned role that allows a person to make changes to any part of the proposal and budget, but grants read only access to the attachments.

Narrative Writer

An assigned role that allows a person to make changes to any part of the proposal and attachments, but grants read only access to the budget.

Aggregator

An assigned role that allows a person to make changes to any part of the proposal, including attachments and budget. Individuals with this role can also delete the proposal. Users with this role do not need to be assigned any additional proposal roles.

Delete Proposal

An assigned role that allows a person to delete the proposal before it is submitted into approval routing.

Access Proposal Person Institutional Salaries

This role is not used at MSU. All individuals with view access to the budget can see Institutional Salaries.

View Institutionally Maintained Salaries

This role is not used at MSU. All individuals with view access to the budget can see Institutional Salaries.

Approver

This role is not used at MSU. Assigning this role has no impact on proposal routing.

Category:     Subcategories: Kuali Coeus (KC)

Site Management