MyGrants Grantee Account Creation Guide (3).pdf

U.S. DEPARTMENT of STATE

MyGrants Grantee Account Creation SOP

Introduction This standard operating procedure (SOP) explains the account creation process for

MyGrants Grantees, both domestic and overseas, in the MyGrants module. This module facilitates the process of granting federal assistance.

User Roles This SOP is relevant to the grantee user role. The grantee is responsible for requesting federal assistance on behalf of their organization.

Process Flow Below are the steps of the grantee account creation process. The grantee completes each step in the process flow.

Complete the Account Request Form Grantees follow the steps below to complete an Account Request form.

1. Click this link to open the MyGrants Login page. Alternatively, type “MyGrants

Homepage - MyGrants Portal” in a web browser address bar.

1. Complete the Account Request

Form

2. Verify the account

3. Set Up Okta account

Figure 1: Account Creation Process https://mygrants.servicenowservices.com/mygrants https://mygrants.servicenowservices.com/mygrants https://mygrants.servicenowservices.com/mygrants

1. Click the Create an Account button to open the Choose your Account Type pop-up.

2. Click the Create a MyGrants Applicant/Grantee Account button to open the User

Registration Request page.

3. Type the grantee’s first name in the First Name field.

4. Type the grantee’s email address in the Business email field.

5. Type the grantee’s surname in the Last Name field.

Figure 2: Create an Account button

Figure 3: Create a MyGrants Applicant/Grantee Account button.

6. Complete the remaining optional fields to provide more information for the grantee profile.

7. Check the I certify that I have read and agree to the Legal Terms and

Conditions checkbox.

8. Click the Submit button.

Verify the Account The grantee follows the steps below to verify the account.

1. Access the grantee’s business email account and open the Verify Your MyGrants

Account Registration email from MyGrants.

Figure 4: User Request Registration Form

4 5

Figure 5: Verification Email

2. Click the click here link to open the Account Verified page.

Set Up Okta Account The grantee follows the steps below to set up an Okta account.

1. Access the grantee’s business email account and open the Welcome to Okta! email from Okta.

2. Click the Activate Okta Account button to open the Set Up Security Methods page.

Figure 6: Verification Email Link

Figure 7: Okta Account Activation Email

Figure 8: Okta Activation

3. Click the Set up button in the Password section to set up a password for the Okta account.

4. Type a password that fits the password requirements in the Enter password field.

5. Type the password in the Re-enter password field.

6. Click the Next button.

Figure 10: Set up password

Figure 9: Set up security methods page

7. Click the Set up button in the Okta Verify section to open instructions to download and set up the Okta Verify app.

Figure 11: Set up security methods

8. Click the Scan a QR Code button.

9. Scan the QR code with a mobile device.

Figure 12: Scan QR Code

10. Click the Set up button in the Security Question section.

11. Select either the Choose a security question or the Create my own security question option.

a. Choose a security question: Expand the Choose a security question drop-down. Then, type the answer to the question in the Answer field.

b. Create my own security question: Type a security question in the Create my own security question field. Then, type the answer to the question in the

Answer field.

12. Click the Verify button.

Figure 12: Set up button

13. Click the Set Up Later button to complete the Okta account setup.

Figure 14: Set up Security

Questions

Figure 13: Set up Security

Questions

Figure 15: Set up Later button

14. Click the MyGrants tile to sign in to the Okta account and access MyGrants.

15. Click the Agree button. The Okta account set up is now complete.

Figure 15: MyGrants tile

Figure 17: Complete Okta account set up