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 iEdison Organization User Guide
                            Expand or Collapse
          Getting Started
                                              Expand or Collapse
                Creating a Login.gov Account
                                  Registering Your Organization with iEdison
                                  Creating Individual Accounts (under Organization)
                                  Logging in to Your Account
                                  Editing or Customizing Your Profile and Preferences
                                  Editing or Customizing Your Organization Profile
                                  Your Dashboard Explained
                                  Your Sidebar Explained
                                  iEdison Field Definitions
                      Invention Reports
                                              Expand or Collapse
                Creating an Invention Report
                                  Viewing or Modifying Invention Reports
                                  Giving View Access to Reports (Joint Inventions)
                                  Linking Parent-Child Inventions
                                  Making a Title Election Decision
                                  Submitting a Title Election Extension Request
                                  Submitting an Initial Patent Application Extension Request
                                  Submitting a Non-Provisional Patent Application Request
                                  Submitting an Invention Void Request
                                  Submitting an Invention Assignment Request
                                  Receiving an Invention Assignment Request
                                  Submitting an Invention Transfer Request
                                  Receiving an Invention Transfer Request
                                  Submitting a Domestic Manufacturing Waiver Request
                      Patent Reports
                                              Expand or Collapse
                Creating a Patent Report
                                  Viewing or Modifying Patent Reports
                                  Moving a Patent to Another Invention within Your Organization
                                  Linking Parent-Child Patents
                                  Uploading a Government Support Clause Document
                                  The Government Support Clause Template
                                  Generating and Uploading a Confirmatory License
                                  Abandoning a Patent
                                  Submitting a Patent Void Request
                                  Submitting a Patent Assignment Request
                                  Receiving a Patent Assignment Request
                                  Submitting a Patent Transfer Request
                                  Receiving a Patent Transfer Request
                      Utilization Reports
                                              Expand or Collapse
                Creating a Utilization Report
                                  Viewing or Modifying Utilization Reports
                      Generating Reports from iEdison Data
                                              Expand or Collapse
                Generating a Standard Report
                                  Building a Custom iEdison Report
                                  Retrieving a Saved Custom Report
                      General Topics
                                              Expand or Collapse
                Navigating Notifications
                                  Notification Clearance Instructions for Organizations
                                  Initiating a Communication or Discussion
                                  Responding to a Communication or Discussion
                                  Grant Formats
                                  Troubleshooting in iEdison
                                  How to Submit a Help Desk TicketCreating Individual Accounts (under Organization)

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**The following steps are required for an Organization to create an iEdison account:**

**Navigate to "Manage Profiles"**
	**Click "Invite New User" button**
	**Complete the New User form**
	**Invite/Confirm**1. Navigate to "Manage Profiles"

Login into the iEdison system and navigate to “**Manage Profiles**” in the sidebar and click “**User Profiles**.” NOTE: if the “**User Profiles**” menu item does not appear in your account, then check to see if you are a user or an admin for your organization. Only admin accounts have the ability to create/invite new users.

 
      Sidebar screenshot.

2. Click "Invite New User" button

In the **Manage Organization Users** display, you will see a list of users with an invited, active, or inactive status.

 
      Invite new user screenshot.3. Complete the New User form

Required fields are marked with an asterisk. If the user has a profile in the database, their information will auto-populate as you input text. If the information doesn’t populate, the user is not in the database.

 
      User information screenshot.

In the “User Role” field, you will have the option to assign the user a specific role as an “Organization Admin,” an “Organization User,” or an “Organization Read Only User.”



**Changing a User’s Role**

If you need to change a user’s role on the iEdison system, navigate to **Manage User Profiles**, find the user you want to change, and click “Visit Profile.” Click the pencil to edit the profile, and a pop-up will display where you can change the role from “Organization User,” “Organization Admin,” or “Organization Read Only User.” Select “Confirm,” and a confirmation pop-up will ask you to verify your selection.

To delete the user role, click on the “X,” and you will be prompted to confirm the deletion.



4. Invite/Confirm

When you have completed all sections, click “Invite,” and a pop-up window will display the information for your review.

 
      Confirm invitation screenshot.If the information is correct, click “Confirm” to complete the process. After your confirmation, the invitee will receive an email to verify and complete the application process.

    
    Created January 10, 2022, Updated September 27, 2022 ‹ Registering Your Organization with iEdison
              Logging in to Your Account ›
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