Registering and Completing Your Professional Profile.

Transcription

1 proposalcentral Version 2.0 Registering and Completing Your Professional Profile. If you need assistance, contact Customer Service by at or by phone at Getting Registered and Filling Out Your Professional Profile. 1

2 Why Fill Out a Professional Profile? Your profile enables you to enter your personal details that are relevant to the applications that you create. Once you enter your details, the information about you flows directly into the content of each of your applications. If your details change, you just have to make the change in your profile and the changes are updated automatically. How Is The Professional Profile Used? You can: Link your details to your institution Change your password or account information Enable others to access your profile Give access to other support staff Give access to Sponsored Research Officials 2

3 Go to Select First Time Users Register 3

4 Complete this registration page. Create your own Username, password and challenge question for your user account. Click SAVE when done. Don t forget to read and accept the Terms of Service and the Acceptable Use Policy. 4

5 The confirmation box will appear at the top of a profile registration screen confirming your new account has been created. For security purposes, you will receive a confirmation number by which you must enter when you log in the first time. 5

6 Get your confirmation number from the that was sent to you immediately after you registered. 6

7 Login as an applicant and enter your confirmation number in the box provided in the next window. 7

8 Enter confirmation number from the registration . You will only need to enter this confirmation number once. 8

9 From here you will be directed to your professional profile. Please take a moment to search for your institution and update your details on this front page. The information that you enter here will automatically populate your application. Enter the criteria to search for and click Display Results. 9

10 If your institution is already registered on proposalcentral, you will see it listed. Select the button next to the name and then click Select. 10

11 If you do not see your institution in the list, there are a couple of options. You could search for and select No Institution Available. This will allow you to continue to update your professional profile and begin the application process. You could then ask your grants and contracts office or equivalent to create on in our system, or you could add the institution profile yourself. See the tutorial on How to Register Your Institution. 11

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13 Enter your details for this front page of your professional profile and click on the SAVE button when complete. 13

14 It is not a requirement for you to complete the sections of your professional profile at this time. It is recommended that you do enter your degrees and personal data for applications. Sections 2 and 4. Please be sure to save after completing each section. Some applications do ask for some of this information. You can always come back here to complete this when it is required in an application. 14

15 Not Provided is a valid choice for some fields where you choose not to answer. 15

16 This information is rarely used. If it is required in an application, you can come back and enter this information. You do not need to upload a Biosketch in this part of the system. You will upload this into each application Save before selecting keywords 16

17 Other Associates. User Database Applicant/PI. Application Sponsored Research Official/Signing Officer. Enabling other users to access to your professional profile. (This does not give access to other users for your applications.) This must be done at an application level. Being able to give access to other users enables a Principle Investigator s support staff to have access to their profile and make changes where necessary. Support staff that create and maintain grant applications for more than one PI can now register as a user and be given access by each of the PI s that they work for. PI s can also give their Sponsored Research Official (SRO) at their grants office access so that they can view the PI s details and provide assistance where necessary. Note: A user of the system can only give access to an individual who is a user in the system; therefore the other individuals must be added as users with their own Professional Profile before access is given. 17

18 Enter the address of another registered user and then click Add User. The system will locate the account and then you can assign the appropriate edit permission to your professional profile. Click SAVE after changes have been made. 18

19 You can update your account information including your address and password. Tip: Enter your old address into Alt 1 and then enter new as the primary. You will need to enter your current password in order to make any change. Click SAVE when finished. 19

20 Thank You for registering with proposalcentral. If you have any questions, call or Altum Customer Support: Toll-free at