User Roles & Permissions
The system user roles configured for PERA are defined in the table below. If your assigned role does not give you access necessary to perform daily business, contact perahelp@purdue.edu.
| System User Roles | Module | Employee Role | System Responsibility |
|---|---|---|---|
| Registered User | All | All Roles | Can sign into system, be added to a proposal, create and submit agreements and amendments, and submit ancillary reviews within agreements. |
| Study Staff | All | Faculty, assigned Grads | Within Grants: Create, edit and withdraw a proposal, create and update SF424, submit Just in Time (JIT) to sponsor. Within Agreements: Be selected as a PI on an agreement which allows editing that agreement before submission, submit, create an amendment, and manage ancillary reviews. |
| Specialist Finance/Grant | Grants | Pre-Award, Post-Award | Create, approve, view, and submit proposals |
| SF424 Grant Specialist | Grants | Pre-Award | Submit SF424, re-open SF424 to edit |
| Contract Specialist | Grants- Awards | Post-Award, Contracting | Create and edit subaward smartform and activate a subaward |
| Department Reviewer/ Chair | Grants- Funding Proposals | Department Heads, Business Office | Proposal approval, request changes to proposal, and add comment to PI |
| Award Approver | Grants- Awards | Post Award | Request changes to an award during review, activate an award, and request modification to an active award |
| Global Grants Viewer | Grants | Sponsored Program Services (SPS), Business Office (BO) | View all proposals |
| Agreements Reviewer | Agreements | Contracting, Compliance | View all agreements, create and submit agreements/amendments, generate agreement document, approve agreement language, activate agreement, request clarification, revise agreement document, finalize agreement, and terminate agreement |
| Global Agreements Viewer | Agreements | SPS, BO | View all agreements |
| Contract Manager | All | ERA Team | Maintain People Files |
| Content Manager | All | ERA Team | Maintain Help Text and notifications |
| IT Support | All | Purdue IT | Configure site and background ops |
| Reports Manager | All | SPS Data/BI | Manages custom searches/advanced reports |
| Grants Data Manager | Grants | ERA Team | Adding and updating data (dropdowns) |
| Agreements Data Manager | Agreements | ERA Team | Adding and updating data (dropdowns) |
| Grants Settings Manager | Grants | ERA Team | Manage settings including department reviewers |
| Agreements Settings Manager | Agreements | ERA Team | Manage settings |
| Grants Administrative Editors | Grants | SPS All, BO | View and edit all proposals within a specific organization |
| Agreements Administrative Editors | Agreements | SPS All, BO | View and edit all agreements within a specific organization |
| Proposal/Award Team-Editors | Grants | Co-PI | View and edit assigned proposals and awards |
| Proposal/Award Team- Read-only | Grants | BO | View assigned proposals and awards |
| Grant Ancillary Reviewers | Grants | Department Heads, BO | View and approve ancillary reviews |
| Agreements Ancillary Reviewers | Agreements | Department Heads, BO | View and approve ancillary reviews |
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