Assign Secondary/Proxy Access to a Project/Grant in M-Reports

Summary

Steps for a PI to grant proxy access to others, including faculty.

Body

Environment

M-Reports

Issue

As a Primary Investigator on a project/grant, you can delegate access to that project/grant's information in M-Reports. Proxy access can be granted to a faculty member this way as well. If the faculty proxy has the Project Grant Reports role on the FIN MGMT tab, they will not see the access until this is removed. The exception is a faculty member that has the ICEmployment role. Granted that role, they will see all P/G data for the department or org group they have designated in the secondary security setup.

Resolution

See step-by-step: https://drive.google.com/open?id=0B_rVdFckkPReT3pwVTFEOElmYms

Additional Information

Need additional information or assistance? Contact the ITS Service Center.

Details

Details

Article ID: 235
Created
Mon 4/20/20 8:11 AM
Modified
Tue 6/18/24 12:09 PM