In KA120 and KA150 Erasmus accreditations and ESC50/52 Quality Label, the associated persons can only be viewed and no new contacts can be added. If required, contact your National Agency for an amendment. 

Access "Associated persons" in the project

In your project, click on Associated persons in the Content menu. The, to open the Associated persons screen displays. 

Image ModifiedAccess the 'Associated persons' section from the Content menu

List of

associated persons

At least two associated persons for the Beneficiary organisation will be available in the list by default, the Primary Contact and the Legal Representative of the project as per the signed grant agreement. Associated persons for the participating organisations which are part of the grant agreement, for example partner organisations, are also transferred upon project creation. 

Contact persons transferred from the NA project management system and flagged as Primary Contact or Legal Representative will obtain their respective Read/Write access rights for both the project and project dissemination. 

In this example, two associated persons for the beneficiary organisation are available in the project. The role (1) and Access access (2) rights for each contact are displayed and it is possible to view and edit (3) these contacts, using the available buttons. You can also delete contacts, but only the ones you have added in the Beneficiary module. The associated persons transferred upon project creation cannot be deleted.

List of Associated persons

Following The following information is available for Associated persons in the list of Associated persons: 

1. Organisation OID  - the OID of the organisation, as registered in ORs, if applicable
2. Organisation legal name - the registered name of the organisation
3. First and Last name - the identification of the contact person
4. Position - the position held in the project, if applicable
5. Email - the electronic mail address of the contactassociated person
6. Telephone - the telephone number where the associated person can be reached
7. Beneficiary - indicates if the contact belongs to the beneficiary organisation; either Yes or No
8. Legal Representative - indicates if the contact person represents the organisation for legal matters; either Yes or No
9. Primary Contact (or Erasmus coordinator, for KA120, KA121, KA150, ESC50, and ESC52 projects) - either Yes or No
10. OLS Administrator - either Yes, No, or Emptyempty, if not applicable for the project
11. Access to project management - provides information on the person's access rights in the project; can be Edit, View, or None

If other associated persons than the ones available in the project are required to have access to the project, the existing beneficiary user(s) can add them by clicking the Create button.

Available information in the list of Associated persons

Add an associated person

Adding an associated person is only possible if you have the required access rights in the project, and is not applicable to Erasmus accreditations and the ESC Quality Label. 

Click on the "Create" button

Click To add a new associated person, click on the Create button. 

Click on the Create button

The Associated persons screen opens. Here you have to provide all the required information. 

Click on the Back button The Back button allows you to return to the list of Associated persons. The Save button is inactive until all mandatory information is provided for the contact person. 

Associated persons screen opens

The Associated persons form consist screen consists of three sections:

• Contact Person
• Access to Project
• Associated personsContacts

By default, these sections are expanded when accessing the contact form. They You can be collapsedcollapse/expanded expand them individually, by clicking on the section title or by using the available arrows. 

Image ModifiedAvailable sections in the form, all collapsed

Select the organisation the contact belongs to

Click In the Contact person section, click on the Organisation drop-down box and select the organisation the contact person belongs to. All organisations available involved in the project are available for selection. If the organisation is not available, you can add add it from the Organisations Participating organisations section in your project. See the page page Participating organisations in projects for details. 

Select the organisation from the drop-down list

Provide the required information

After you have selected the organisation, continue to provide all the required details. 

Take note of the following rules for Associated persons in Beneficiary module: 

• Theemail address used for a contact does not have to be unique across all organisations within the same project. That means , the same email address can be used for a contact for different organisations. In such cases, the highest access level will be applied when the contact person opens the project. 
• A contact person may not belong to any organisations, other than the beneficiary organisation, the co-beneficiary organisations or other organisations participating in the project.
• There can only be one Legal Representative for any given participating organisation within the same project.
• The list of Associated persons belonging to the beneficiary organisation must include at least one associated person flagged as the primary Primary contact. This will ensure that automatic notifications can always reach a valid recipient. 
• The list of Associated persons belonging to the beneficiary organisation must include at least one associated person with full access to the project (i.e.Edit , Edit access).
• By default, all associated persons from the other participating organisations participating organisations have view access to the entire project data, but this can be changed by beneficiary associated persons with edit access.
• Associated persons from an Invited Organisation (KA2 projects) do not have access to the project in My projects.

Fill in the available fields:

1. General information such as First name, Last name and email address
2. Select the contact's Role within their organisation by checking the appropriate boxes: 
   • Primary Contactcontact (or Erasmus coordinator, for KA120, KA121, KA150, ESC50, and ESC52 projects) - all automated notifications regarding the selected project are sent to this contact's registered email address.
   • OLS Administrator - this option indicates that the user has the Learning Manager role in the EU Academy system. The availability of this flag depends on the action type of the project.
   • The Legal Representative checkbox  check box cannot be selected, as all Legal representative information all the information regarding this role is retrieved from the National Agency's project management system.
     Provide the required information
     
3. Select whether the contact has In the Access to project section, select the type of access the person is granted (Edit, Viewor None access to:
   • the project in Beneficiary module (project management) and
   • project dissemination
     Image RemovedSelect whether the contact has Edit, View or None access
     
   , or None) in the project:
   • Access to project management, and
   • Access to project dissemination.
     Image AddedSelect the type of access for the associated person
     
4. Contact address and further information
   • In the Contacts section, select the Same as organisation
   Address and further contact information
   • Use the Same as organisation tick box to automatically fill in the information. The associated person's contact information will be the same as available for the organisation. match the information provided above, for the organisation. Note that the Same as organisation selection box will not be available if you have not previously selected the organisation in the previous section.
   • You can also provide the required information manually, by typing in You can also provide the required information manually by providing the required information in the available fields.
     
     Image ModifiedProvide the address information manually, or tick select the 'Same as organisation tick box to auto-complete ' to automatically retrieve the information available on the screen
     

Click on "Save"

The Save button in the bottom right corner of the screen becomes available when all mandatory information is filled in. Click on the Save button to save the contact details.

Click on the Save button

Associated person

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