Adding Users
To create a new user account, go to Admin > Reports > Accounts > User Accounts, then select Create Account on the User Accounts Report page
Enter the user’s first and last name (middle name is optional), and email address, then click Create Account. The user will receive an email with a verification link that they need to click to finalize the creation and set a password for the account.
Deleting Users
To remove a user account, go to Admin > Reports > Accounts > User Accounts and click the bin symbol under the column that says Remove
Claiming Profiles
To claim a Profile on behalf of a user, got to Admin > Reports > Accounts > User Accounts and select Claim Profile next to the user's name and follow the same procedure that a user follows when claiming or creating a profile (link to article).
Creating Admin Users
To convert an existing faculty account into an admin account and assign privileges, go to Admin > Reports > Accounts > User Accounts and select Make Admin (this option is hidden if the user is already an admin).
On the Admin Accounts page, select the privileges to grant. Please note, Basic Admin Account Features is always enabled and includes:
- Add saved searches/opportunities to other accounts
- View shared diagrams
- Access Education & Training
- View publication, grant, and patent statistics
Additional privileges to grant:
Institution-wide Settings & Filters
- Custom Branding – Personalize the Pivot-RP interface.
- Search Settings – Configure global eligibility filters for all searches.
- Manage RP News – Create and manage the Research Professional News tab.
- Add Link Resolver – Enable full-text linking for profile publications.
Internal Notes, Deadlines & Funding Opportunities
- Add/Edit Internal Deadlines – Set or update deadlines for funding opportunities.
- Add/Edit Notes – Add or edit internal notes on individual opportunities.
- Add/Edit Global Messages – Add notes that appear on all funding opportunities.
- Add/Edit Internal Funding Opportunities – Create and manage internal opportunities.
Communications & Sharing Funding
- Manage Announcements – Add or edit system-wide announcements.
- Curate Funding Lists & Searches – Create static lists and dynamic searches.
- Manage Public Groups – Create and update public groups.
- Manage Embedded Searches – Create and manage embedded searches.
- Create Search Box – Access and customize the embeddable search widget.
- Manage Newsletters – Create and manage newsletters.
- View Tracked Opportunities – See who is tracking an opportunity.
- View Alert Recipients – See who received an opportunity alert.
Reports, Accounts & Profiles
- Manage Admin & User Accounts – Add or edit administrator and user accounts.
- Access Reports on the admin page – View reports in the Admin dashboard.
- Manage Profiles – Edit and update user profiles.
- Export Profiles & Accounts – Download lists of profiles and accounts.
- Create and Access Downloadable Profiles Report – Generate reports on profiles and account activity.
Once the additional privileges have been selected, click Save and Continue to finalize. All Admin Accounts will appear on the Admin Accounts page Admin > Institutional Settings > Admin Accounts and can be modified or removed at any time.