Proposal permissions in Cayuse Proposals allow you to control access to your proposals. By default, the creator of a proposal and the System Administrators have access to the proposal. Depending on your institution's Cayuse Proposals configuration, the Pre-Award Admins may also have automatic access to your proposal. Some institutions also make use of the Read-only Reviewer role. People with this role can see and review all proposals in the system, but cannot make any changes.
Other users cannot see or edit a proposal unless they are given permissions to do so.
To grant someone particular permissions to a proposal, there are two permission types that you need to have yourself.
Viewing Current Permissions
- Open the proposal.
- Click the
icon in the upper right corner, or in the left sidebar under Proposal Management, to go to the Proposal Permissions.
The Proposal Permissions screen lists users who have access to the proposal, and indicates what type of access they have. This list only includes users who have been given access through this screen, not all the users who can see the proposal because of their Administrator or Reviewer status or their presence in the routing chain.
In order to edit the list, you need to have Administrator permissions, or you must appear in the list with the Change Permissions, Add User/Group, or Remove User/Group boxes checked. If you don't have these permissions, you won't be able to add or remove people from the permissions, or change which permissions they have.
Adding a User
- Click the Add user button.
- Select a user from the list, or search for another user by their name or username. Use Show All to show all users. The user is added to the Proposal Permissions. If the user is grayed out, they have already been added to the permissions.
- Close the selection window by clicking the Close.
Editing Permissions
Once you've added someone to the permissions, you can change their permissions (if you are allowed to do so) by checking and unchecking the boxes to give them the right level of access.
Permission Types
| Permission | Meaning |
|---|---|
| List | Can see the proposal in lists, but cannot open it for review. |
| Read | Can see the proposal in lists and open it for review, but not modify or print it. |
| Write | Can open and edit the proposal. (The Final Review action requires this permission because it recomputes values throughout the proposal.) |
| Delete | Can delete the proposal. |
| Change Permission | Can change permissions for this proposal, including their own. (This permission essentially allows complete control.) |
| Add/Remove User | Can add or remove a user from the proposal's permissions (but not modify which permissions are granted). |
| Attach | Can upload attachments to the proposal. |
| Can print the proposal. | |
| Submit | Can electronically submit the proposal to Grants.gov. |
| Break Lock | Can take write access away from another user who is editing the proposal. (Use this permission with caution; breaking the lock can result in the loss of unsaved changes.) |
Removing a User
Once a user has been added to a proposal you can determine how much access to provide by editing the permissions (if you are able to do so). If it is no longer appropriate for a user to have any access then they can be removed from the proposal entirely.
To remove proposal permissions from a user, click the delete icon 
next to the name in the Proposal Permissions. The user will no longer be able to see or access your proposal.
Paired Proposals
Permissions for paired proposals are set in Cayuse SP and synced to Cayuse Proposals. If there are existing permissions on a proposal, those permissions will be overwritten by the permissions from Cayuse SP when the proposal is paired.
Note: If a Cayuse Proposals user's write permission is removed while they are editing a proposal, they will only be able to edit and save on the page they are working on. When they navigate away from that page, the removed write permission will be recognized and they will no longer be able to save changes.