Step 1:
When registering in Lab Planning Tool, a lab user will request one or more of the roles below:
| Lab Role Name | Description | Who Approves |
|---|---|---|
| Associate Lab Director | Responsible for reviewing and concurring on project changes within lab. | Lab Account Administrator |
| Account Administrator | Account Administrator (AA) is responsible for managing and approving lab roles, for their lab only. This role cannot create, view, or edit. | EERE Help Desk |
| Technical POC | Lab Technical staff. This role allows a user to be assigned to as a Principal Investigator (Lab Lead) on a Project, or a Lab Relationship Manager | Lab Account Administrator |
| Business POC | Able to be identified as Lab Operations POC. | Lab Account Administrator |
Step 2:
Lab User account is approved by the Lab Account Administrator
Step 3:
Once the lab user is approved by the Lab Account Administrator, the Office Administrator from the Technology Office will assign them to a role within their respective office. Roles below:
| Assignment Role Name | Required Lab Role | Description | Who Assigns |
|---|---|---|---|
| Associate Lab Director | Associate Lab Director | Can view all projects for a lab | N/A |
| Lab Operations POC | Business POC Technical POC | Can view all projects for lab/office combination | Technology Office Administrator |
| Lab Relationship Manager | Business POC Technical POC | Can view all projects for lab/office combination | Technology Office Administrator |
| Principle Investigator | Technical POC | Can only view projects where they have been assigned as a PI | EERE Project Lead |