This page is relevant for:
If you are applying for call 2021 please click here to view guide for Associated Persons (Call 2021).
This page explains how to add the details of associated persons for a participating organisation in the application forms. Associated persons can only be added after the organisation (applicant or otherwise) is added to the project. Depending on the type of application and the role of the organisation, at least one contact has to be provided in the application, but it is strongly advised to add at least two different contacts. It is possible to add up to 3 Legal Representatives and up to 6 associated persons in total (including the Legal representatives).
The information below must be completed both for the applicant and for any partner/participating organisation. Our example shows how to add associated persons for organisations using an Erasmus accreditation for higher education mobility consortia (KA130-HED) form.
For KA121 - Mobility for staff of accredited organisations, KA151 - Mobility of young people for accredited organisations and ESC51 - Volunteering projects application forms no associated persons can be added in the form. The associated persons for those are automatically transferred to the National Agency's project management system upon submission of your application. These are the same contacts added to the related accreditation/Quality Label request. The associated persons for those actions will not be visible in the accredited grant request.
Please note that for the following actions the contact for Online linguistic support is automatically assigned as follows:
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Access "Associated Persons" for an organisation
Select Participating organisations or Applicant organisation in the content menu, depending on your type of application.
A number of requirements regarding the associated persons are listed for each organisation. These requirements depend on the type of project and the type of organisation.
When an associated person is added, one or more of these requirements may be resolved, and disappear from the list.
When no unresolved requirements are shown here, the associated persons section for this organisation is complete.
Add contact using "Add an associated person"
Click on the Add an associated person button.
Provide required information
The Create a Contact person window opens. Provide the required information about the contact person in the available fields.
Select the person's role(s) using the radio buttons
Associated persons are persons related to the project in the selected organisation. A person can have different roles: Legal representative, Primary contact person and, for some actions, the Online linguistic support.
The first person added in your form is by default the Primary contact person. The relevant checkbox is pre-selected. This can be changed later, as you add more associated persons.
If you select the Legal representative role, the field Position becomes mandatory.
"Legal representative" and "Primary contact person"
You have to indicate at least two types of associated persons: a Legal representative and a Primary contact Person.
"Online linguistic support" contact
The Online linguistic support contact person is the person who will receive personal credentials by email in order to access the Online Linguistic Support License Management System.
The online linguistic support contact person is available in the following forms:
"Add to my contact list" option
The radio button Add to my contact list is available in the Create an associated person window.
If you select this option, the contact information entered for this person is saved to your contact list.
Your saved contacts are available under My Contacts and you can view them at any time from the main menu.
Save associated person
Once all the mandatory information for the selected person has been entered, the save button in the bottom right corner becomes active.
Click on the Save button. The personal details screen closes.
In the Participating Organisations panel, you will see the added person in the list of associated persons for the organisation, preceded by a green bar. This indicates that all information for that associated person has been correctly filled in.
Add a person from your contact list
Click on "Search on my contacts list"
If you want to add an associated person who is already in your contact list, you can quickly add the personal details into your application form.
Click on the Search on my contact list button.
Select the contact(s) to be added from the list and "Save"
The Search on my contact list window opens.
It is possible to select one or several contacts at the same time. Select the contacts you want to add by clicking on the Add button.
Note: Where relevant, you can already indicate whether the contact is a Legal representative by ticking the Legal representative checkbox before clicking the Add button.
Once the contacts have been selected, click on the Save button.
The contacts are added to the list of associated persons. They are now visible in the participating organisations panel.
Assign role(s) to contacts
In the list of associated persons, click on the Edit icon (green pen) next to a contact or on the right arrow at the end of the line. The details section for the contact is expanded.
To close the details click the down arrow to the right of the header line.
Add additional contact(s)
You must have at least two different persons per organisation to make sure at least one person can be reached. Each person must have a unique e-mail address.
Update contact details
Update details for an associated person
To update information for an existing associated person:
Change the Primary contact or online linguistic support
To change the Primary contact person:
To change the online linguistic support person, follow the same steps.
Add additional Legal representatives
You can assign the role of legal representative to up to 3 associated persons. Simply edit a person's details and check the box for Legal representative.
Once you have checked the box, the Position field becomes mandatory for the person, and you must fill in the details.
The changes are saved immediately.
Add an associated person to "My Contacts" list
To add an associated person to your contact list, click the yellow (+) icon.
The associated person is added to your contact list, and the (+) icon is replaced by a (-) icon, which allows you to remove the associated person from from My contacts list at any time.
Remove associated person from "My Contacts" list
To remove an associated person from your contact list, click the yellow (-) icon, then click Yes in the pop-up message to confirm the removal.
The associated person is removed from the contact list, but not from the list of associated persons in this application form. The (-) icon is replaced by a (+) icon, which allows you to add the contact back to My contacts list at any time.
Delete an associated person
To delete an associated person from the list, click on the X icon, then click Yes in the pop-up message to confirm the deletion.
The associated person is removed from the list of associated persons for this application, but not from your contact list.
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