Utah Grants - Managing Users
Prepared by: T. Peterson
Approved by: R. Nielsen
Date Prepared: 8/30/2021
Date Reviewed: 8/30/2021
Date Approved: 8/30/2021
Key Point of Contact
Each organization assigns a single Key Point of Contact (POC). The Key POC:
- Is assigned the Approver role and functionality
- Is copied on organization-level communications, award letters, etc.
- Manages the organization’s profile and users (user access administrator)
- Is the default internal approver on submissions to USBE (this task can be reassigned by the Creator to another individual with the role of Approver, if appropriate).
Where to Locate User Information
From the Utah Grants Home screen, select Manage Organization Profile (left pane). Users appear in the Overview sub-tab in the Contacts section.
Adding New Users
The Key POC adds new users by clicking on the New button in the Contacts section of the Organization Profile.
The Key POC enters the information for the user. Selects the appropriate Role (See User Roles below), selects USBE as the Sponsoring Agency and clicks Save. Click the Back button to return to the Organization Overview.
New users will now appear in Contacts with a Status of New. Click the purple paper airplane icon to send the user an invitation to register.
A Send Invitation form will open. Edit the email invitation (if necessary) and click Send. The new user will then receive an email with a link to complete their registration.
The user activation process is summarized below:
Utah Grants Username
The invitation email to Utah Grants will provide a prompt to access Utah Grants and establish a password. The username is included in the email message. Please note that the username may not be the same as the user’s email address.
Removing or Changing User Access
To remove a user’s access or to change a user’s role, the Key POC should email the change request to UtahGrants@schools.utah.gov. Please include your organization’s name, the user’s name, and a description of the change request.
User Roles
New User Access to Applications
When an application announcement is published in Utah Grants, a task is sent to each active user in the organization. New users activated after an announcement is published will not have access to that task. If it is necessary for the new user to own the task of completing the application, please email utahgrants@schools.utah.gov with the organization’s name, user’s name, and the name of the application to be assigned.
Need Help?
Contact the Utah Grants team
Email: UtahGrants@schools.utah.gov Phone 801-538-7604