Access Permissions
Access permissions govern what a user may see and do with a specific eGC1 (and connected budget) in SAGE.
The eGC1 Preparer, Principal Investigator (PI), Administrative Contact, and Pre-Award Budget Contact are automatically Owners of the eGC1.
- When you link an eGC1 and Budget, the Budget Preparer also becomes an owner of the eGC1
- If you create an Advance Budget Request for the eGC1 (with or without a connected budget), the Advance Preparer(s) and any others assigned access to the Advance will also be listed in the Access section of the eGC1’s page
Any owner, any user with Read/Write permission, or any user with the Global Edit ASTRA role for the appropriate Cost Centers may give Read-Only or Read/Write access to other SAGE users.
Different permission types have different access rights:
Owner | Read/Write | Read-Only | Global Editor | Approver | Watcher | |
---|---|---|---|---|---|---|
View Contents | Yes | Yes | Yes | Yes | Yes | Yes |
Edit Contents | Yes | Yes | No | Yes * | No | No |
Assign Access | Yes | Yes | No | Yes * | No | No |
Delete | Yes | No | No | No | No | No |
Complete | Yes | Yes | No | No | No | No |
Withdraw / Re-Complete |
Yes | Yes | No | Yes * | No | No |
Return | No | No | No | No | Yes | No |
Add Reviewer or Watcher | Yes | Yes | No | ** | Yes | No |
Add Comment | Yes | Yes | No | ** | Yes | Yes |
* Note: A Global Editor can edit or withdraw an eGC1 only if the editor’s span of control matches the Cost Center of an approving unit. Global Editors access eGC1s from the My Approvals tab. Note that you cannot see eGC1s in Composing status on the My Approvals tab.
** A Global Editor cannot add reviews, watchers, or comments even if they has Read/Write assigned access to the eGC1.
To create an Advance Budget Number Request for an eGC1, you must be an owner or have been assigned access – either Read/Write or Read-Only. For Global Editors, this means you must open the eGC1 from the Approvals tab and assign yourself access (or change one of the contacts, if appropriate). Then you can create an Advance.