Page History

Authorized Organization representative (AOR)

• Description: If you are an AOR, you will see the role automatically selected on the screen based on the organization’s POCs in SAM.gov. If you are not an AOR, you will not see that role listed. In addition to managing user accounts and role requests, an AOR can also view all in-process and submitted applications from their organization, as well as start, edit, and submit applications.

• Approver: This role is automatically approved upon the completion of registration.

Account Administrator (AA)

• Description: Select the AA role if your responsibilities include managing user account and role requests for your organization. The AA role cannot create new applications or view other applications from their organization.

• Approver:  AOR or another AA

Business Point of Contact (POC)

• Description: Select the Business Point of Contact (POC) role to create new applications in response to open opportunities. Additionally, you can view, edit, and/or submit applications to which you are assigned, on behalf of your organization. Typically, the Business POC role is provided to the person responsible for the administrative aspects of an application.

• Approver:  AOR or AA

Technical Point of Contact (POC)

• Description: Select the Technical POC role to create new applications in response to open opportunities. Additionally, you can view, edit, and/or submit applications to which you are assigned, on behalf of your organization. Typically, the Technical POC role is provided to the Principal Investigator associated with the proposed project.

• Approver:  AOR or AA

Authorized Organization representative (AOR)

• Description: If you are an AOR,

you will see that role automatically selected on the screen based on

• the system automatically recognizes this role based on your organization’s Points of Contact (POCs) in SAM.gov or the list of FFRDC AORs established in the system. If you are not an AOR, you will not see that role listed. In addition to managing user accounts and role requests, an AOR can also view all in-process and submitted applications from their organization, as well as start, edit, and submit

all application types

• applications.

• Approver: This role is automatically approved upon the completion of registration.

Account Administrator (AA)

• Description: Select the AA role if your responsibilities include managing user

accounts

• account and role requests for your organization. The AA role cannot create new applications or view other applications from their organization.

• Approver:  AOR or another AA

Business Point of Contact (POC)

• Description: Select the Business Point of Contact (POC) role to create new applications in response to open opportunities. Additionally, you can view, edit, and/or submit applications to which you are assigned, on behalf of your organization.

Typically, the Business POC

• This role is

provided

• typically given to the person responsible for the administrative

aspects

• details of an application.

• Approver:  AOR or AA

Technical Point of Contact (POC)

• Description: Select the Technical POC role to create new applications in response to open opportunities. Additionally, you can view, edit, and/or submit applications to which you are assigned, on behalf of your organization.

Typically, the Technical POC

• This role is

provided

• typically assigned to the Principal Investigator associated with the proposed project.

• Approver:  AOR or AA

Independent Principal Investigator (PI)

• Description: Select the PI role if you are not associated with any organization to view open announcements and apply where Independent PIs are eligible. PIs can also be Technical and Business POC for their applications and projects.

• Approver: Automatically approved upon request submission

Independent Reviewer

• Description: Select the Independent Reviewer role if you are not associated with any organization to be but want to contribute your expertise. This role allows you to become certified in specific areas of expertise and participate in merit and peer reviews as reviewer. 

  **Note that at this time Important Note: Currently, merit review activities will remain still take place in eXCHANGE. SoTherefore, reviewers you must maintain their your eXCHANGE accounts account to perform this activitythese review activities.

• Approver: Automatically approved upon request submission

Shared Access

Users may also be granted application access from team members working on an application:.If granted

• General Application Access

• : You gain unrestricted access to an application. Additionally, users with General Application Access

• have the ability to grant General Application Access or Organization-Specific Access to other users.
• Organization-Specific Access

• : You gain access to the application’s Budget Justification that is

• specifically tied to your organization. Users with Organization-Specific Access can also grant Organization-Specific Access to other users within their organization.

Overview of role actions for

system

Organizational Role	Approve Accounts	Create Applications
AOR
AA
Business POC
Technical POC

Overview of

role actions for a specific application

Role	Edit	Share with Others	Submit
AOR for Organization
Application Initiator
Business POC on Application
Shared User with Full Application Access
Shared User with Organization-Specific Access