Updating User Roles in Portal
Summary
Step-by-step slides for city officials on updating user roles in Treasury's portal before completing a Project and Expenditure Report. They state that a Login.gov account is required, and that the Authorized Representative named when the city certified to accept funding in the summer of 2021 was automatically designated Account Administrator, the only person who can access the portal and assign roles to others. They list the roles to designate, Account Administrator, Point of Contact for Reporting and Authorized Representative for Reporting, show the screens for each step and note system latency in the portal.
Summary drafted by a model from the document's text below and checked by script against that text before publication. It is a navigation aid, not a reading of what the document proves. Where AI is used
Full text
If you have not created a Login.gov
account, stop here. Return to this
document after you have completed this
essential task.
To create a Login.gov account:
https://login.gov/create-an-account/
1
Who was named as your Authorized Representative when your city certified to accept funding in the
summer of 2021?
This person was automatically designated to the role of Account Administrator. They are the only one who
can access Treasury’s portal and designate roles to others. Once this has been done, then others can step
into the reporting process.
BEFORE completing your Project and Expenditure Report, you must have already:
• Logged into Treasury’s Portal using your Login.gov account. If you don’t have one, then create one.
• Designated your key roles (Account Administrator, Point of Contact for Reporting, and Authorized
Representative for Reporting – it is important that you understand the capabilities and
responsibilities of each role)
2
PLEASE NOTE:
The slides that follow represent what you should see on
your screen for each step. If you are unable to find the
correct buttons/boxes as noted on the following slides, you
will need to create a helpdesk ticket with Treasury’s IT
Department by emailing:
COVIDReliefITSupport@treasury.gov
3
Designating Roles
Treasury Compliance Portal
Designating Roles
Treasury’s Compliance Portal: https://portal.treasury.gov/compliance
4
To designate roles, select the “hamburger” (menu) icon at the top of the page.
Click here
5
After clicking the “hamburger” icon, select “Account” from the sidebar menu.
Click here
6
Your entity should appear under “Account Name.” Select it.
Click here Account Name
7
Select “Certification” from the sidebar menu.
If you are the Account Administrator, enter your name in the box provided and select “”Submit.”
Click here
Click here
8
After certifying, select “Designation Form” from the sidebar menu. On this page, you will be able to assign the three
roles: Account Administrator, Authorized Representative for Reporting and Point of Contact for Reporting.
A single role can have multiple people assigned to it and a single person can be assigned to multiple roles.
Click here
Click “Complete”
after each entry
9
Once you have completed designating roles* to all the appropriate people, select “Go Back to the Introduction.”
If you go in and edit yourself, be sure that the “Account Administrator” role also moves over
Click here
10
* There is system latency in the portal. If you do not immediately see new roles showing, refresh your screen and they should appear.
Example of Completed Point of Contact List
11
File and source
- File
- TREAS-Updating-User-Roles-Portal.pdf
- Size
- 1,799,846 bytes
- SHA-256
- 87c737bd467956c70cd470ee37c3bc9798afb408161962dd3ab69d01c8e9587b
- Original
- home.treasury.gov