Inventions roles define what a user can view and do within the application. Each role is associated with a set of permissions that control access to pages, actions, and data. Below is a summary of all available roles and their corresponding access.
No Access
Purpose: Placeholder role
Access: None
External / Portal Roles
Licensee
Primary Focus: Manage agreements, invoices, and licensed technologies
Access Includes:
- View agreements and related reimbursement schedules
- Search and view technologies and patents
- Generate and view invoices
- Submit forms
- Access revenue and distribution summaries
- Manage personal settings and reports
Legal Portal User
Primary Focus: Law firm and patent reporting
Access Includes:
- View and manage law firm matters and patent schedules
- Submit new patents to report
- Search accounts and transactions
- Access finance summaries
- Upload history and reporting tools
Annuity Services Provider
Primary Focus: Annuity administration
Access Includes:
- Annuity homepage
- Settings and password management
Individual & Department Roles
Individual User
Primary Focus: Submit and track disclosures & agreements
Access Includes:
- Submit invention disclosures and agreement requests
- Access and search personal agreements, patents, technologies
- Complete a wide range of intake and agreement forms (CDA, MTA, Clinical Trial, etc.)
- Generate invoices
- Sign IDFs and upload signatures
- Access dashboard and training resources
Department User
Primary Focus: Department-level visibility and submissions
Access Includes:
- All core intake forms (disclosures, CDAs, MTAs, etc.)
- Department-level agreement, patent, and tech searches
- Invoice generation
- Signatures and reporting
- Dashboard access
College / Hospital / Lab User
Primary Focus: Broad college-level operational access
Access Includes:
- All disclosure and agreement forms
- College-level agreement, patent, tech, and financial searches
- Line item and cost-sharing visibility
- Reporting and invoice generation
- Workflow and dashboard access
College / Hospital / Lab Administrator
Primary Focus: College-level administrative control
Access Includes:
- All college user permissions
- Uploads, workflow routing, and distribution policies
- LDAP and system configuration tools
- Advanced reporting and line-item management
- Tech details and distribution views
Licensing & Commercialization Roles
Licensing Officer
Primary Focus: Limited licensing tools
Access Includes:
- Invoice email tools
- Patent schedule review
- Law firm upload authorization
- Customer satisfaction reporting
Licensing Office Intern
Primary Focus: Financial & account support
Access Includes:
- Account and agreement searches
- Finance visibility
- Patent expense cost sharing
- Transaction search and details
- Invoice email access
Licensing Manager
Primary Focus: Licensing oversight
Access Includes:
- Agreement management
- Invoice generation and bulk email
- Compliance and licensee searches
- Patent and tech schedule access
- Revenue and reimbursement views
License Office Agreement Manager
Primary Focus: Agreement lifecycle management
Access Includes:
- Full agreement search and detail views
- Invoice generation and bulk emailing
- Technology sponsor views
- Template management
License Office Patent & Tech Manager
Primary Focus: Patent & tech reporting
Access Includes:
- Tech search and details
- Reimbursement and revenue schedules
- Sponsor visibility
Entrepreneur in Residence
Primary Focus: Broad commercialization visibility
Access Includes:
- Agreement and contract workflows
- Patent and technology reporting
- Marketing and startup reports
- iEdison reporting tools
- Revenue and reimbursement reporting
- Global search and metrics dashboards
Finance-Focused Roles
Licensing Office Finance Data Entry
Primary Focus: Transaction processing
Access Includes:
- Accept payments and distribute revenue
- Invoice creation and management
- Line item and chart field management
- Transaction search and reporting
- CPI uploads
Financial Manager
Primary Focus: Finance oversight
Access Includes:
- All finance data entry capabilities
- Account lock and controls
- Workflow metrics reporting
- Revenue and reimbursement oversight
- Distribution visibility
Sponsored Programs & Compliance
Sponsored Programs Officer
Primary Focus: Full system operational control
Access Includes:
- Agreements, patents, technologies (full lifecycle)
- iEdison reporting
- Financial reporting & distributions
- Marketing & startup reporting
- Workflow and compliance tracking
- Invoice and revenue management
- Global search and advanced metrics
License Office iEdison Manager
Primary Focus: Federal reporting compliance
Access Includes:
- iEdison grant formats
- Title decisions and waiver management
- Reporting-required technology tracking
- System merge utilities
Clinical Research Unit
Primary Focus: Agreement and intake management
Access Includes:
- Agreement search and uploads
- Invention intake
- Invoice generation
- Signature management
- Workflow reporting
Administrator
Primary Focus: Full system access
Access: All permissions