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eRA Commons Roles

<p>An <strong>eRA Commons role</strong> is the permission set assigned to an account within NIH's Electronic Research Administration (eRA) system that determines what actions that account can take inside eRA Commons and its connected modules (ASSIST, xTrain, RPPR, and others) -- on behalf of an individual, or on behalf of an institution. Roles fall into two broad categories: institutional/administrative roles (Signing Official, Administrative Official, Business Official, Account Administrator), which carry authority to act for the recipient organization and vary in how much of that authority each one holds, and scientific/reporting roles (Principal Investigator, Assistant, trainee roles, Financial Status Reporter, Financial Conflict of Interest, Public Access Compliance Reporter, Internet Assisted Reviewer), which are scoped to a specific project, report, or review function. A role is distinct from the eRA Commons ID itself: the ID is the individual's persistent login credential, while the role determines what that credential is authorized to do, and only a Signing Official or Account Administrator at an already-registered institution can assign or change a role -- individuals cannot self-assign a role.</p>

ByCASRAI Editorial Board
· Last updated 18 Jul 2026

Examples

Worked examples

  • Is an instance

    An institution's Signing Official (SO) registers the organization in eRA Commons and creates accounts for its Principal Investigators, an Administrative Official, and a Business Official, assigning each the role appropriate to their function before any application work can begin.

  • Is an instance

    A Principal Investigator delegates Research Performance Progress Report (RPPR) editing to an Administrative Official, who prepares and edits the report on the PI's behalf -- but the SO's sign-off, not the AO's, is still required before the report is formally submitted to NIH.

  • Is an instance

    A Business Official certifies an applicant's salary and citizenship information for the NIH Loan Repayment Program through the LRP Institutional Business Official (IBO) Portal, a financial-certification function distinct from the SO's authority to submit grant applications.

Counter-examples

Looks similar, but isn't

  • Not an instance

    An eRA Commons ID is not itself a role -- it is the individual account credential a role is attached to. The same person keeps one Commons ID across their NIH-facing career while the roles assigned to that ID can change.

  • Not an instance

    A Designated Institutional Official (DIO) is not an eRA Commons role. It is a separate NIH-specific compliance function -- responsible for oversight of responsible conduct of research on training and career-development awards -- that exists outside the eRA Commons account/permission structure described here.

  • Not an instance

    An ORCID iD is not an eRA Commons role. It is a person-level persistent identifier that a Senior/Key Personnel account links to their eRA Commons Personal Profile; it carries no institutional authority or permission set of its own.

Editorial commentary

What “eRA Commons roles” means

Every account in NIH’s Electronic Research Administration (eRA) system — the platform institutions and individuals use to prepare, submit, and manage NIH grant applications and awards — is assigned one or more roles. A role is a defined permission set: it determines what a given account can see and do inside eRA Commons and its connected modules (ASSIST for application preparation and submission, xTrain for trainee appointments, RPPR for progress reporting, and others). Roles are distinct from the underlying eRA Commons ID itself — the ID is the individual’s persistent login credential, while the role is what that credential is authorized to do, and a single person can hold more than one role, or have a role change over time as their position or responsibilities change.

Because eRA Commons roles determine who can legally commit an institution and who can submit a federal application on its behalf, the role structure is the practical mechanism through which NIH’s grants compliance model works: applications and reports move through named individuals with specific, auditable authority, rather than through an undifferentiated institutional account.

The administrative roles: who can act for the institution

A small set of roles carry institutional, rather than purely scientific, authority:

  • Signing Official (SO) — the role with the broadest institutional authority in eRA Commons. The SO can legally bind the institution in grants administration matters, register the institution in eRA Commons in the first place, create and modify the institutional profile, and create every other account type, including additional SO accounts. Only the SO can formally submit an application or most post-award actions (such as certain no-cost extensions) to NIH on the institution’s behalf — a Principal Investigator can prepare and route an application, but cannot submit it without SO sign-off. The SO role is functionally equivalent to what NIH policy elsewhere calls the institution’s Authorized Organizational Representative (AOR).
  • Administrative Official (AO) — supports institutional grants operations and can create most account types (though not SO, Business Official, or Financial Conflict of Interest accounts). A PI can delegate certain application-status and Research Performance Progress Report (RPPR) editing functions to an AO, so day-to-day administrative work can be handled without routing every action through the SO personally.
  • Account Administrator (AA) — a narrower account-management role, able to create and edit most Commons accounts (again excluding SO, Business Official, and Financial Conflict of Interest/Internet Assisted Reviewer accounts). Many institutions use the AA role to handle routine registration of new PIs and trainees without granting those staff full AO authority.
  • Business Official (BO) — handles financial and business-side certifications distinct from grants administration proper. A common example is certifying salary, citizenship, and protected-research-time information for NIH Loan Repayment Program (LRP) applicants through the LRP Institutional Business Official (IBO) Portal.

Scientific, trainee, and reporting roles

Most other eRA Commons roles are scoped to a specific scientific or reporting function rather than institutional authority:

  • Principal Investigator (PI) — the Principal Investigator role, held by the person responsible and accountable to the recipient institution for the proper conduct of the project. A PI can initiate, edit, and (for most non-submission actions) manage their own applications and reports in eRA Commons.
  • Assistant (ASST) — a delegate role a PI can assign to research administration staff, allowing them to view and edit the PI’s profile and assist with application and reporting tasks on the PI’s behalf, without that staff member holding the PI role itself.
  • Trainee roles (e.g., Undergraduate, Graduate Student, Postdoc, Scientist, Project Personnel) — scoped narrowly to viewing the individual’s own personal profile and their institution’s profile; used for people named on training and career-development awards and tracked through xTrain.
  • Financial Status Reporter (FSR) — authorized to initiate, view, edit, and submit Federal Financial Reports (FFR).
  • Financial Conflict of Interest (FCOI) — manages an institution’s conflict-of-interest disclosure filings for NIH-funded projects.
  • Public Access Compliance Reporter (PACR) — views, edits, and submits reports related to the NIH Public Access Policy.
  • Internet Assisted Reviewer (IAR) — a role for scientific peer reviewers, granting access to the IAR module used in NIH’s review process rather than to an institution’s own application data.

How delegation actually works

Registration and role assignment in eRA Commons is institution-mediated, not self-service: an individual cannot create their own account or grant themselves a role. An SO or Account Administrator at an already-registered institution creates the account and assigns the appropriate role or roles. From there, several of the roles above exist specifically to let authority cascade downward for day-to-day efficiency without diluting who is ultimately accountable:

  • A PI can delegate specific status-check, editing, or RPPR functions to an AO or an ASST, but delegation does not transfer the PI’s underlying scientific responsibility for the project.
  • An SO can create AO, AA, BO, PI, and other accounts and can delegate day-to-day account administration to an AA, but only the SO (or another SO account) retains authority to bind the institution and to formally submit applications.
  • Roles can be layered: a single person occasionally holds more than one role (for example, a research administrator might hold both AO and FSR roles), while large institutions more commonly split these across separate staff for internal separation-of-duties reasons.

This structure is why “who submits” and “who signs” are frequently different questions from “who wrote the application” in NIH grants administration: the PI is scientifically responsible and typically authors the content, but formal submission and legal commitment run through the SO, with AOs, AAs, and BOs handling defined slices of the administrative and financial work in between.

Related terms

See eRA Commons ID for the underlying account credential that a role is attached to, Principal Investigator for the scientific-responsibility role in more depth, and Designated Institutional Official (DIO) for a related but distinct NIH-specific compliance role (research-conduct oversight on training grants) that sits outside the eRA Commons role/permission structure described here. For the broader submission and reporting infrastructure these roles operate within, see the grants management pillar.

Machine-readable encodings

Use in your systems

JATS XML <role> element
xml
<role vocab="credit"
      vocab-identifier="https://casrai.org/dictionary/"
      vocab-term="eRA Commons Roles"
      vocab-term-identifier="https://casrai.org/dictionary/term/era-commons-roles" />
Schema.org DefinedTerm (JSON-LD)
json
{
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Referenced across the research world

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