Common menu bar links

ACCESS MANAGER

Access Manager allows you to:

• view the list and status of your current access recipients;
• authorize new access to co-applicants/supporting organization representatives to browse your application and electronically link to your application;
• remove a link to a secondary form without removing link access; and
• remove previously authorized access to your application.

You must ensure that all co-applicant/supporting organization representative links are established with the final version of your application prior to submission.

Note: The primary applicant must link his/her Personal Data Form (Form 100) to the grant application prior to submission.

TO AUTHORIZE NEW ACCESS

1. In the Authorize New Access section of the page, enter the E-mail address and Family name of each co-applicant /supporting organization representative (up to three at a time).
2. From the Form type drop-down menu, select the appropriate form.
3. Select Save at the bottom of the page. Co-applicant’s/supporting organization representatives’ names appear in the List of Current Access Recipients section of the page with Not Linked appearing in the Status field.

Note: The primary applicant is automatically granted access to link Form 100 to their application.

Once a co-applicant/supporting organization representative has linked to your application, the Status of the corresponding form in the List of Current Access Recipients appears as Linked.

Important: If a co-applicant/supporting organization with access to your application does not link to the application, the access must be removed before your application is submitted.

TO REMOVE A LINK WITHOUT REMOVING ACCESS

1. In the List of Current Access Recipients section of the page, select Unlink beside the name of each co-applicant/supporting organization representative for whom the relevant form is being unlinked.
2. Select Save. The List of Current Access Recipients is automatically updated with Status: Not Linked.

TO REMOVE ACCESS

1. In the List of Current Access Recipients section of the page, select the Remove access checkbox beside the name of each co-applicant/supporting organization representative for whom access is being removed.
2. Select Save at the bottom of the page. The List of Current Access Recipients automatically updates.