Account Roles

On This Page

Information on how to assign and remove roles from an eRA Commons account

Basic Tasks (step-by-step instructions from the online help)

Basic Tasks Screen Shots

eRA Commons Roles & Privileges At a Glance

Additional Resources


 Information on how signing officials assign and remove roles from an eRA Commons account.

Access to eRA Commons and its modules is determined by the assigned roles of its users. Once a recipient organization has registered in eRA Commons, the signing official (SO) can create additional eRA accounts for their own organization. The SO or accounts administrator creates all additional accounts for the other administrative and scientific staff, including that of a principal investigator, and assigns all roles to those accounts.

Depending on their assigned role, users are granted different authorities to perform specific functions in eRA Commons.

There are several roles available in eRA Commons, ranging from trainee roles to scientific roles to administrative roles. Here is a sampling:

Signing Official (SO) – Has institutional authority to legally bind the institution in grants administration matters and may have any number of titles in the recipient organization. The SO can register the institution and create and modify the institutional profile and create all types of user accounts, including additional SO accounts.

It is recommended to maintain at least two signing official accounts at all times. If all your organization’s signing officials become unavailable, you need to contact the eRA Service Desk to request that they create a new SO account for your organization. The Service Desk will verify certain SAM.gov registration information prior to granting your request. For more details, see “Requesting a New Signing Official Account” in eRA Commons online help.   

Account Administrator (AA) – Has the ability to create/edit all Commons accounts, except SO, Business Official (BO), and all types of Financial Conflict of Interest (FCOI) accounts, and Internet Assisted Reviewer (IAR) accounts.

Principal Investigator (PI) - Designated by the recipient organization to direct the project or activity being supported by the grant. The PI is responsible and accountable to the recipient for the proper conduct of the project or activity. A PI should only have one eRA Commons account used for the entirety of their career. 

If an individual is to be listed on an application as senior/key personnel, they need to have a valid eRA Commons account (Commons ID/username). 

Before creating a new account, it is important for the person creating the account to first search to see if the user already has an existing eRA Commons username. The account can be assigned any of the eRA Commons roles as needed.

Individuals with these roles can only view the Institution Profile (IPF) of the affiliated organization and view/edit their own Personal Profile (PPF):

  • UNDERGRADUATE
  • GRADUATE_STUDENT
  • POSTDOC
  • SCIENTIST
  • PROJECT_PERSONNEL

Remember, a single Commons account can be affiliated with multiple organizations. It doesn’t matter which organization initially establishes the account.

See the eRA Commons Roles document for a full and detailed description of all types of accounts/roles. See Create and Manage an Account for instructions on how a signing official or account administrator (AA) can create accounts in eRA Commons.

Basic Tasks (step-by-step instructions from the online help)*

How to add or delete a user role

* You must be logged into eRA Commons with appropriate role(s) to complete these activities. 

Main Screenshots

To access the screen where roles are assigned, an SO or AA should click the Admin button on the eRA Commons landing screen, then select Accounts > Account Management, search for an account, and click the Manage button for an account.

Account Management Module Manage user screen showing buttons to add and remove user roles

Figure 1: Account Management Module Manage user screen showing buttons to add and remove user roles

Account Management Module Manage Add Roles screen showing instructions and button to add multiple roles simultaneously

Figure 2: Account Management Module Manage Add Roles screen showing instructions and button to add multiple roles simultaneously


 

eRA Commons Roles & Privileges At a Glance

 Administrative Roles for Research SupportScientific Roles for ResearchOther Roles
RolesSO
(signing official)
AO
(administrative official)
AA
(account administrator)
BO
(business official)
PI
(principal 
investigator)
TRAINEESPONSORASST
(assistant)
IAR
(internet assisted review)
ASSIST_ACCESS_MAINTAINER_ROLE
(manage access to ASSIST applications)
Account ManagementAll but IARAll but SO, BO, FCOIs, IARAll but SO, FCOIs, IARAll but SO, BO, FCOIs, IAR      
ASSIST 
*
**
Initiate, Edit, Submit, Update status from WIP to Final, Manage access, Delegate 'Manage Access" abilityInitiate, Edit, Update Status from WIP to Final  Initiate, Edit, Delegate the 'initiate' and 'edit' abilities     
Reject ApplicationsYes         
Detailed Status ScreenYesYes, except Review outcomes  Yes for own applications & awards  View if delegated Status by PI  
Just-in-TimeView/ Edit/ Submit   View / Edit     
Annual RPPRView/ Edit/ SubmitView / Edit  Initiate/ View/ Edit & Submit if delegated Submit  View / Edit if delegated RPPR  
Final RPPRInitiate/ View/ Edit/ SubmitView / Edit  Initiate/ View/ Edit & Submit if delegated Submit  View / Edit if delegated RPPR  
Interim RPPRInitiate/ View/ Edit/ SubmitView / Edit  Initiate/ View/ Edit & Submit if delegated Submit  View / Edit if delegated RPPR  
NCE via StatusView/ Edit/ Submit         
Admin SuppsView/ Edit/ Submit         
CloseoutView/ Edit/ Submit   View / Edit     
FFRIf assigned the FSR role also         
xTrainViewView / Edit View Data / Initiate & Submit terminationsInitiate/View / Edit/ SubmitView / Edit Own NoticesView / Terminate FellowsInitiate / View / Edit if delegated xTrain or Sponsor  
xTRACTView/ Create xTRACT PersonsView/ Create xTRACT PersonsView/ Create xTRACT PersonsView/ Create xTRACT PersonsInitiate/ View/Finalize/Unfinalize/ Edit tables & Create xTRACT Persons  Initiate / View / Edit Tables & create xTRACT Persons if delegated xTrain  
IAR        Access IAR tab for Review activities 
Manage ASSIST AccessYes   Only their own applications    For all their institution's applications
IPFView/ EditViewViewViewViewViewViewViewViewView
PPFView/ Edit own PPFView/ Edit own PPFView/ Edit own PPFView/ Edit own PPFView/ Edit own PPFView/ Edit own PPFView/ Edit own PPFView/ Edit own PPF, and PI's if delegated PPFView/ Edit own PPFView/ Edit own PPF
NCE via Prior ApprovalInitiate/ View/ Edit/ Submit         
Withdrawal via Prior ApprovalInitiate/ Submit   Initiate / View     
Change of PD/PI via Prior ApprovalInitiate/ View/ Edit/ Submit         
Carryover via Prior ApprovalInitiate/ View/ Edit/ Submit   View / Edit     

 

* See the table below titled "LRP" for information about LRP applications in ASSIST
** Although an eRA user needs the SO role in ASSIST to submit an application, the person also needs the AOR role granted by Grants.gov in order to submit.

 


 

Administrative Roles for Reporting

 Administrative Roles for ReportingOther Scientific Roles
RolesFCOI
(Financial Conflict of Interest)
FCOI_ASST
(Financial Conflict of Interest Assistant)
FCOI_View
(Financial Conflict of Interest View)
FSR
(Financial Status Reporter)
PACR
(Public Access Compliance Report)
UNDERGRADUATE
(Undergraduate Student)
GRADUATE_STUDENT
(Graduate Student)
POSTDOC
(Post-Doctoral)
SCIENTIST
(Scientist)
PROJECT_PERSONNEL
(Project Personnel)
FCOIInitiate / View / Edit / SubmitView / EditView       
FFR   Initiate / View / Edit / Submit      
Public Access Reports    View / Edit / Submit     
IPFViewViewViewViewViewViewViewViewViewView
PPFView /Edit own PPFView /Edit own PPFView /Edit own PPFView /Edit own PPFView /Edit own PPFView /Edit own PPFView /Edit own PPFView /Edit own PPFView /Edit own PPFView /Edit own PPF

LRP

Loan Repayment Program (LRP) RolesDefinitionNotes
LRP Applicants (PI)

LRP applicants are assigned a PD/PI (program director/principal investigator) role. 
 

LRP applicants must have the PI role to submit their LRP application in ASSIST (applicants can initiate prior to receiving the PI role, but must be designated a PI role before submitting)
Designating the PI role in the eRA Commons for an individual does not bestow on them any special status. It is merely the name of the role within the electronic system that provides the administrative authority needed to see pertinent information regarding an application.
Institutional Business Official (BO)A person from the LRP applicant’s research institution who uses the IBO Portal to certify key facts about the applicant in an official capacity are assigned a business official (BO) role.Designating the BO role in the eRA Commons for an individual does not bestow on them any special status. It is merely the name of the role within the electronic system that provides them with the administrative authority needed to certify key facts about the applicant in an official capacity.
Research Supervisor (intramural or extramural) (LRPS)A person from the LRP awardee's research institution who uses the Service/Research Verification Portal to verify service and research once per quarter possesses the LRPS role, which gives access to the portal. 
IC Coordinator (LRPS and SPONSOR)A person from the awardee's IC who uses the Service/Research Verification Portal to verify service once per quarter possesses both the LRPS and SPONSOR role. 

Additional Resources