Adding Permissions/Roles to a Proposal
How can someone else view or add information to the record I started?
At times, the need may arise to grant other people roles on a proposal during its creation. It
may be that people from different departments will collaborate on the creation of a Proposal
record.
From the Permission Tab:
To add a User:
- Enter the person to be added in the Person field. Enter the individual’s <last name, first name> or the JHED ID and a dropdown of choices will populate. Click on the name in the dropdown.
- Choose the desired role from the dropdown in the Roles dropdown menu.
- Click on the Assign Roles button and then verify the individual has been added to the appropriate list.
To delete a user:
- Click on the delete icon next to the individual that should be deleted.
Last Revised: 5/21/2025
