| Optics Panel |
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| When users first access This page provides an overview of the different user roles within the EPIC system, they are assigned a default role based on their employment type—Federal or Contractor. These roles determine the level of access and available actions within the system. The information below outlines the default roles, including how they are assigned, what permissions they grant, and who is responsible for approving them (if applicable). Understanding these roles ensures users can navigate EPIC effectively and in accordance with system policiesincluding default roles assigned at registration and roles associated with specific functions. It covers all role categories—Default and roles for Technology Offices, Servicing Offices, and Applicants. For each role, you’ll find details on how it is assigned, what actions it permits, who it applies to, and whether approval is required. This information helps ensure users understand their access and responsibilities within EPIC. |
| Optics Cards |
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Default Roles
Federal Staff
| Initial Role: | Office Staff (Federal) |
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| Assignment: | Automatically granted upon first-time registration in EPIC |
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| Description: | This role is automatically assigned to any federal employee who registers in EPIC |
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| Permissions: | View all announcements (active, closed, and canceled) across EPIC. Access a range of system-generated reports. Note: Editing of announcements is not permitted.
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| User Type: | Federal |
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| Approver: | Not applicable – Role is assigned automatically. |
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Contractor Staff
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| Initial Role: | Office Staff (Contractor) |
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| Assignment: | Must be requested upon first-time registration in EPIC |
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| Description: | Contractors supporting a technology office must request this role during registration |
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| Permissions: | View (but not edit) announcements specific to the selected technology office. |
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| User Type: | Contractor |
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| Approver: | Office Administrator |
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Office Level Roles
| Optics Panel |
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Office-Level Roles: Each user should request Office-Level role(s) that correspond to their job function. Use the Request New Roles feature of EPIC. Each office has an Office Administrator who is responsible for approving role requests.
• Most Technology Office staff will need the EERE Project Lead Role (federal staff) or Contract Support (contractors).
• FAO/NETL staff need their job title (e.g., Contracting Officers need the Contracting Officer role)
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