In the My NCBI system, you can give other individuals access to manage aspects of your account like My Bibliography and SciENcv profiles. These individuals are called Delegates. Faculty/PIs should never give other individuals their login credentials but rather designate key people as Delegates for their account.
Important Information for Delegates: Be sure that when you are working in SciENcv that you are working in the PI's delegated account. You will know that you are doing this because on the main document page there will be a big blue banner at the top of the home page for the profile:
This banner will not appear once you are in a biosketch.
On this page:
Note: This process must be initiated by the individual (most likely a Faculty/PI) giving/removing access to their My NCBI account to another person. Delegates cannot request access through their accounts.
Step 1. Log in to your My NCBI account and click your username in the top right. A smaller box will appear. Click "Account settings".
Step 2a. Under the NCBI Account Settings Page, scroll down to the "Delegates" heading. Click "Add delegate".
Step 2b. Enter the Delegate's email address into the box and then click "Save".
Step 3a. Delegate will receive an email asking them to confirm their role as a Delegate (for more information on this see the box below this one).
Step 3b. Once the Delegate has confirmed the connection, the Faculty/PI can return to the "NCBI Account Settings" page to modify the access for Delegates.
For Scientific Administrative Professionals: Confirming Delegacy
Step 1. The faculty/PI will need to initiate the process as detailed above.
Step 2. You will receive an email containing a link to accept the role as Delegate. Log in to My NCBI and then click the link in the email.
Step 3. The email link will navigate you to the acceptance page. Click "Confirm Delegation".
Step 4. You will know that your acceptance of the delegacy access worked because you will be taken to a confirmation page that looks like this:
Note: This process must be initiated by the individual (most likely a Faculty/PI) giving/removing access to their My NCBI account to another person. Delegates cannot request access through their accounts.
Step 1. Log in to your My NCBI account and navigate to the "Account settings" page.
Step 2. Scroll down to the "Delegates" heading and click the trash can button under "Remove" to remove a Delegate.
Once you have set up delegacy access, you have some options about how to navigate to your delegated SciENcv accounts. This tab describes access through the My NCBI Dashboard.
Step 1. Log in (if not already) to your NCBI Dashboard and find the SciENcv tile. The SciENcv tile of the dashboard generally appears at the bottom of the right column in the dashboard. To access a PI's account as a delegate, click the link for that account under the "Delegated CVs" heading.
Step 2. Clicking the delegated CV link will take you to the documents for that PI. You know you are in the delegated SciENcv account from the blue banner at the top of the profile.
You can also access your delegated accounts directly in the SciENcv platform.
Step 1. To do this go to the homepage for your SciENcv. If you have never created a biosketch for yourself in your account, then you will not have any "My Documents". Scroll down the page until you find the heading "Delegated SciENcv Accounts". Click the account in which you wish to make a document.
Step 2. Clicking the delegated account link will take you to the documents for that PI. You know you are in the delegated SciENcv account from the blue banner at the top of the profile.
