1 Introduction

Within each institution, at least one user is designated as the Admin Sponsored Research Officer/Business Officer/Administrative Officer (SRO/BO/AO). This user possesses special privileges, which allow them to perform the following actions:

• “Manage Institution Profile” – This privilege allows users to update institution information.
• “Manage Users” – This privilege allows users to manage the privileges of other registered users within the institution.
• “Submit to DOE” – This privilege allows users to submit various resources and documents to DOE, including revised budgets.

The purpose of this document is to provide step-by-step instructions for users to follow to Manage User privileges at the institution level.

2 Prerequisites

Before a user can Manage Users at the institution, the following criteria must be met:

• The user has an active, external PAMS account.
• The user has the “Manage Users” privilege.

3 Manage Users

Use the following steps to Manage Users’ privileges at the institution level.

3.1 Managing Users from the Institution

1. Log in to your external PAMS account at (Figure 1): https://pamspublic.science.energy.gov/webpamsepsexternal/login.aspx.

Figure 1. PAMS External Login

2. Navigate to the Institutions tab (Figure 2).

Figure 2. Home Page – Institutions Tab

3. PAMS will load the “Institutions – List” page, which lists all of the institutions you are associated with in PAMS. Browse the list or use the filters or advanced search above the grid to locate the proposal for which you would like to manage users. Once you have located the proposal, select Manage Users from the Actions menu in the Options column (Figure 3).

Figure 3. Institutions – List, Manage Users

4. PAMS will navigate you to the “Manage Users” page. There are five Manage Users options: By Letter of Intent, By Preproposal, By Proposal, By Award, and By Users. To search for and manage users for your institution, click the magnifying glass beside By Users (Figure 4).

Figure 4. Manage Users, By Users

5. PAMS will load search parameters under By Users. Enter Last Name (like) and/or First Name (like), and click Search to narrow your results OR click Search with no parameters to search all users registered to your institution (Figure 5).

Figure 5. Manage Users, By Users, Parameters

6. PAMS will navigate to the “Manage Users – List” page. Browse the list or use the filters or advanced search above the grid to locate the user for whom you would like to manage peer access. Once you have located the user, click Manage Privileges in the Actions menu in the Options column (Figure 6).

Figure 6. Manage Users – List

7. PAMS will navigate you to the “Manage User Privileges” page, which displays the user’s current roles and privileges. Roles include: PI, SRO/BO/AO, and Other. Privileges include: Manage Institution Profile, Manage Users, and Submit to DOE. Select the checkbox for each role or privilege you would like to grant the user (Figure 7).

8. Once you have made your selections, click Save and Continue in the bottom right corner of the page.

Figure 7. Manage User Privileges

9. PAMS will return you to the “Manage Users – List” page, and display a Success message confirming that the user’s privileges have been updated successfully (Figure 8).

Figure 8. Manage Users – Success

3.2 Manage Users – Remove from Institution

During the course of an award’s lifecycle, the Admin SRO/BO/AO may need to remove a user from the institution entirely. Use the following steps to remove a user from an institution.

1. Refer to Section 3.1 Manage Users from the Institution, steps 1-6 above to navigate to the “Manage Users – List” page.

2. Browse the list or use the filters or advanced search above the grid to locate the user whom you would like to remove from the institution. Once you have located the user, click Remove from Institution in the Actions menu in the Options column (Figure 9).

Figure 9. Manage Users – List, Remove from Institution

3. PAMS will navigate you to the “Manage Users – Confirm Remove User From Institution” page. On this page, you have the option to enter comments pertaining to the user’s removal from the institution. To remove the user from the institution, click Confirm in the bottom right corner of the page (Figure 10).

Figure 10. Manage Users – Confirm Remove Users From Institution

4. PAMS will navigate you to the “Manage Users – List” page, and display a Success message confirming that the user has been removed from the institution successfully (Figure 11).

Figure 11. Manage Users – List, Success