DRGR FAQ
Q

How do you request a new grantee account or change/add a user role in DRGR?

Date Published: February 2015

Print ShareThis

A

Before DRGR Release 7.10, the request for new accounts and changes to accounts was managed via a process outside the DRGR system. Now, DRGR users must submit requests for account changes within DRGR. Each request is validated by appropriate users in DRGR and once approved by HUD, the user(s) and requestor(s) are notified via email that the requested accounts have been set-up. The following users are able to create new or update user requests:

  • Grantee Administrators
  • HUD Field Office Managers
  • HUD CPD Reps

To initiate the process, authorized users must submit a new user request via the Request New User link in the Admin Module. If the user does not have one of the authorized roles (above), this link will not be available.

View how to submit a new user request via the Request New User link

On selection of the link above, users will either search for a user to add/modify by IDIS username (to prevent duplication of usernames) or create a new user request.

View how to search for a user to add/modify by IDIS username or create a new user request

An IDIS user can be searched by using either Username or Name. The name search is not case sensitive and matches based on last name and first name of the user.

  • For requests made by Grantee users, the system only queries active users in IDIS which are associated with an IDIS Grantee (same DUNS# or TIN# as the DRGR grantee). Note that only users that do not exist in DRGR are displayed.
  • For requests made by a HUD user, the system queries all active IDIS users. Note that only users that do not exist in DRGR are displayed.

If the user selects No/Unknown/Unable to find radio button, then the Request New User page is displayed. The page has two sections – (a) User Contact and (b) User Profile.

The User Contact section supports the capture of user information including the PIN number. The PIN number is a five digit number that will be required by the HUD Help Desk. If you misplaced or forgot your PIN, please speak with your DRGR Grantee Administrator that requested your User ID or your HUD Representative that approved your User ID.

The User Profile section supports the definition of user roles and provision of comments and supporting documents. A requester can upload one or more documents in the supporting documents section.

View the User Profile section

For requests made by the Grantee, the Grantee Profiles are restricted to the agency of the requested user.

Each request has to be approved by HUD. After submission, the system notifies the HUD approvers with a receipt of the request. On approval, a notification is sent to the requestor. When the request is activated by the HUD HQ Administrator, a completion notification is sent to the requestor and the person for whom the request was made. If the request is for a new user, the login ID will also be provided.

If the user request is initiated by a grantee, than their CPD Rep will need to approve the request before it is sent to HUD HQ completion. If the CPD Rep initiates the request, than a DRGR Field Manager in the field office will need to approve the request before it is sent to HUD HQ for completion.

To manage or change user profiles and privileges, authorized users submit a user request via the Manage Existing Users link. Note: If the user does not have the authorized role, this link will not be available.

View how to submit a user request via the Manage Existing Users link

On selection of the link, the user is displayed on the Manage Existing Users page to search for the user. The following actions can be taken for the selected user:

  • Request Edit – request changes to the user information and privileges
    • This feature allows users to add/remove access to Grantee Admin, Create Drawdown, Approve Drawdown, Submit Action Plan, Submit QPR, and Manage User Profiles.
  • Request Deactivation – Deactivate the user profile

View the Manage Existing Users page

With selection of Request Edit, the user is displayed the Request User Edits page (similar to the Request New User page). After submission, the system notifies the HUD approvers with a receipt of the request. Each request has to be approved by HUD. On approval, the notification is sent to the requestor. When the request is activated by the HUD Headquarter Administrator, a completion notification is sent to the requestor and the person for whom the request was made.

Note: With DRGR Release 7.10, DRGR Grantee Administrators can also upload requests for adding users, editing users and deactivating users. Please see additional FAQs under the Topic: Administration, Subtopic: Admin – General for more information.



Tags: DRGR Administration - Admin - General

FAQ ID:

1986