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.

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 Support Scientific Roles for Research Other Roles
Roles SO
(signing official)
AO
(administrative official)
AA
(account administrator)
BO
(business official)
PI
(principal
investigator)
TRAINEE SPONSOR ASST
(assistant)
IAR
(internet assisted review)
ASSIST_ACCESS_MAINTAINER_ROLE
(manage access to ASSIST applications)
Account Management All but IAR All but SO, BO, FCOIs, IAR All but SO, FCOIs, IAR All but SO, BO, FCOIs, IAR
ASSIST
*
**
Initiate, Edit, Submit, Update status from WIP to Final, Manage access, Delegate 'Manage Access" ability Initiate, Edit, Update Status from WIP to Final Initiate, Edit, Delegate the 'initiate' and 'edit' abilities
Reject Applications Yes
Detailed Status Screen Yes Yes, except Review outcomes Yes for own applications & awards View if delegated Status by PI
Just-in-Time View/ Edit/ Submit View / Edit
Annual RPPR View/ Edit/ Submit View / Edit Initiate/ View/ Edit & Submit if delegated Submit View / Edit if delegated RPPR
Final RPPR Initiate/ View/ Edit/ Submit View / Edit Initiate/ View/ Edit & Submit if delegated Submit View / Edit if delegated RPPR
Interim RPPR Initiate/ View/ Edit/ Submit View / Edit Initiate/ View/ Edit & Submit if delegated Submit View / Edit if delegated RPPR
NCE via Status View/ Edit/ Submit
Admin Supps View/ Edit/ Submit
Closeout View/ Edit/ Submit View / Edit
FFR If assigned the FSR role also
xTrain View View / Edit View Data / Initiate & Submit terminations Initiate/View / Edit/ Submit View / Edit Own Notices View / Terminate Fellows Initiate / View / Edit if delegated xTrain or Sponsor
xTRACT View/ Create xTRACT Persons View/ Create xTRACT Persons View/ Create xTRACT Persons View/ Create xTRACT Persons Initiate/ 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 Access Yes Only their own applications For all their institution's applications
IPF View/ Edit View View View View View View View View View
PPF View/ Edit own PPF View/ Edit own PPF View/ Edit own PPF View/ Edit own PPF View/ Edit own PPF View/ Edit own PPF View/ Edit own PPF View/ Edit own PPF, and PI's if delegated PPF View/ Edit own PPF View/ Edit own PPF
NCE via Prior Approval Initiate/ View/ Edit/ Submit
Withdrawal via Prior Approval Initiate/ Submit Initiate / View
Change of PD/PI via Prior Approval Initiate/ View/ Edit/ Submit
Carryover via Prior Approval Initiate/ 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 Reporting Other Scientific Roles
Roles FCOI
(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)
FCOI Initiate / View / Edit / Submit View / Edit View
FFR Initiate / View / Edit / Submit
Public Access Reports View / Edit / Submit
IPF View View View View View View View View View View
PPF View /Edit own PPF View /Edit own PPF View /Edit own PPF View /Edit own PPF View /Edit own PPF View /Edit own PPF View /Edit own PPF View /Edit own PPF View /Edit own PPF View /Edit own PPF

LRP

Loan Repayment Program (LRP) Roles Definition Notes
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