You are here: Manage Account > Managing External User Accounts

Updated 10/27/2017

If you are having trouble viewing any of the information contained in this help topic, it can also be found in the Account Management System (AMS)User Guide located online at https://era.nih.gov/ams/user_guide.cfm. Refer to the User Guide's Table of Contents for your specific topic.

 

Managing External User Accounts

The following roles can manage accounts:

  1. Perform one of the following steps to manage a user account:
    1. Click the appropriate Manage button in the Action column on the Search Accounts screen.
    2. Click the Manage button on the Account Details screen after an account have been created or saved (edited).

When the Manage button is clicked via either option, the Manage Accounts screen opens.

Here is the Manage Account screen Closed toggler arrow(click here) with an account not affiliated with an Organization or Institution.

Manage Account Screen Displaying a Non-affiliated User Account

Here is the Manage Account screen Closed toggler arrow(click here) with a user account affiliated with an Organization or Institute.

Manage Account Screen Displaying an Affiliated Account

An affiliation can be created for accounts that are either not currently associated with an institution, such as an account solely with the Internet Assisted Reviewer (IAR) authority role, or for accounts that need to be associated with multiple institutions. Users with the AA or SO role may create an affiliation for their organization only.

NOTES:

Perform one or more of the following steps:

  1. Edit the Email addresses, if necessary.
  2. To add or delete roles click the + Add Roles button.
    1. For more information, see Add/Delete Roles.
  3. To affiliate an account with an organization, click the Affiliate button, if displayed.
    1. For more information, see Affiliate Account.
  4. If the Unaffiliate button is present, you can click it to unaffiliate an account.
    1. For more information, please refer to the Unaffiliate Account.
  5. If the account has been deactivated, a Reactivate button will be present at the bottom of the screen. Click it to reactivate the account. For more information, see Reactivate Account.
  6. When you are done, click Save to save the changes or click Cancel to discard your changes.

When the Save button is clicked, the system displays the Closed toggler arrowAccount Details screen with a confirmation message, as shown below.

Account Details Screen Displaying Successful Message

  1. Perform one of the following options:
    1. To return to the Search Accounts screen displaying the previous search results, click the Go Back hyperlink.
    2. To edit the account's information, click the Manage button.
    3. To return to the Search Accounts screen to enter new search criteria, click the Back to Search button.

 

Account Statuses

AMS user accounts can have the following statuses:

 

 

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