DATIM

User Administration: Creating New ER and PBPE User Accounts

Marc-Endre Dion -

Purpose

This article describes how to process expenditure reporting (ER) and PEPFAR budget and projected expenditure (PBPE) account requests and is relevant for Primary User Administrators and User Administrators only.

Background

Why do users need an account in DATIM for expenditure reporting and PEPFAR budget and projected expenditure?

To perform expenditure reporting data entry and approval, all Implementing Partner and Agency Field users will need a DATIM account that has permissions for ER and PBPE. Agency HQ users will also need a DATIM account; however, this user type is specific to ER and PBPE, and thus should not cross over with other data streams.

User administration in DATIM

Before you begin creating ER and PBPE user accounts, please consult the following resources:

Send ER and PBPE user account invitations

  • Navigate to DATIM and the User Administration App.
  • Follow the instructions in the image below for each ER and PBPE account invitation you wish to send.

ER and PBPE Implementing Partner

IP_Account_Creation.PNG

 

ER and PBPE Agency Field

Agency_Field_Account.PNG

 

ER and PBPE Agency HQ

Agency_HQ_Account.PNG

Attachment:

This document contains the images above and is downloadable/printable for easy reference:

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