Utah Grants - Subrecipient User Roles
Prepared by: T. Peterson
Approved by: R. Nielsen
Date Prepared: 8/30/2021
Date Reviewed: 8/30/2021
Date Approved: 8/30/2021
Transaction Workflow
Utah Grants utilizes a 2-step process for items submitted by subrecipients to the USBE. This 2-step process is used for the submission of grant applications and revisions, budget revisions, payment requests and progress reports.
An individual with a role of Creator is the first step, while the Approver is the second. The Approver role should be limited to individual(s) who can legally bind the organization.
To allow for flexibility within an organization, an individual in an Approver role can create or initiate a task, but cannot approve their own task. A separate Approver would be needed for the 2-step approval process.
User Roles
Key Point of Contact
Each organization will need to assign a single Key Point of Contact (POC). This individual will be assigned the Approver role and functionality. Additionally, this individual will be copied on organization-level communications, award letters, etc. This individual manages the organization profile and users (user access administrator). Default individual for approvals (unless changed by the creator).
Adding New Users
The Key POC is responsible for users access in Utah Grants. Please see Managing Users in Utah Grants for more information.
Questions
If you have questions, please contact:
UtahGrants Help Line
UtahGrants@schools.utah.gov (801) 538-7604