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Reminder

Compliance protocols MUST be approved and linked in SeRA to a SPO project record prior to award acceptance. 

See ORA's Award Acceptance Resources for additional information.

SeRA Access

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Anyone with an active SUNet ID can access SeRA to initiate a proposal and access records or transactions that they have previously initiated or been granted SPO Level Access by another user, including transactions to which they were added for FYI notifications.

SeRA SPO Level Access GuideHow to grant someone access to a specific SeRA SPO Project record

Individuals granted SeRA Department Administrator Access for a unit(s)/org(s) in Authority Manager can access all SeRA records and transactions under the relevant unit(s)/org(s). 

As part of granting SeRA Department Administrator Access for a unit(s)/org(s) in Authority Manager individuals can also be added to unit(s)/org(s) Department NOA Distribution List.

SeRA Department Administrator Access - Used to access all SeRA records for a unit/org code

  1. Log into Authority Manager at https://authority.stanford.edu

  2. Click on Grant Authority

  3. Enter the name or SUNet ID of the person you are granting access to under Select the person to be granted authority

  4. Under Select the privilege you want to grant, select Stanford Electronic Research Administration  -  Department Administrator

  5. Enter and select the org code you want to grant permissions to under Select the organization scope (org name or 4-character org code)

  6. Select the desired permission level(s), including checking the box if you would like the person to be added to the org code/Department's NOA distribution list, granting privileges, effective start and expiration dates, then click the Grant Authority button

Need SeRA Department Administrator & Department NOA Distribution Access, but unsure who to contact?

  1. Log into Authority Manager at https://authority.stanford.edu

  2. Click Who can grant authority?

  3. Enter "Stanford Electronic Research Administration" in the Privilege field

  4. Select "Stanford Electronic Research Administration" - "Department Administrator" privilege 

  5. Enter the department name or org code you are requesting privileges to in the Organization field, then click the Search button

  6. Locate the Org Code you are requesting privileges to and click the ID card icon to the left of the Grantor 

  7. On the Contact Information pop-up window, locate the authorized grantor's email address to send your SeRA access request 

SeRA PTA Manager - Used to view all SeRA PTA transactions for a unit/org.

  1. Log into Authority Manager at https://authority.stanford.edu

  2. Click on Grant Authority

  3. Enter the name or SUNet ID of the person you are granting access to under Select the person to be granted authority

  4. Under Select the privilege you want to grant, select "Self Service"  -  "SU PTA Manager Requester Sponsored"

  5. Enter and select the org code you want to grant permissions to under Select the organization scope (org name or 4-character org code)

  6. Select the desired permission level(s), granting privileges, effective start and expiration dates, then click the Grant Authority button

  • If the individual will also need to approve SeRA PTA Manager transactions i.e.. Early and Extended Account requests, new and amendment PTA setups, please repeat steps 1 to 6 and select the privilege of "Self Service" - "SU PTA Manager Approver Sponsored".

SeRA Access Guides

SeRA SPO Level Access - How to grant someone access to a specific SeRA SPO Project record - SeRA SPO Level Access Guide

SeRA Department Administrator Access - How to grant or request to be granted access to all SeRA records for a unit/org code - SeRA Department Administrator & Department NOA Distribution List Access Guide

Sponsored PTA Manager Privileges - Financial managers can grant additional privileges for SeRA PTA transactions -  SeRA Sponsored PTA Manager Access Guide

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