This article will help you manage new and existing user roles for your organization in EPIC.
HOW DO I MANAGE USER ACCOUNTS?
1. From the top header menus, select Administrative\Manage Users.
2. On the Manage Users page, select the appropriate tab
NEW USER ROLE REQUESTS
The New User Role Requests tab is where you manage requests for new roles within your office or organization.
APPROVING NEW ROLE REQUESTS
• Select the New User Role Requests tab.
• Scroll to the desired row and select the Action button.
• Select Approve Role. This will approve all the roles this user has requested.
DENYING NEW ROLE REQUESTS
• Select the New User Role Requests tab.
• Scroll to the desired row and select the Action button.
• Select Deny Role. This will deny all the roles this user has requested.
MODIFYING NEW ROLE REQUESTS
Modifying a role request allows you to change any role under the office or organization they requested prior to account
approval.
• Select the New User Role Requests tab.
• Scroll to the desired row and select the Action button.
• Select Modify Role. The Modify User Request window appears.
• Scroll towards the bottom.
• Select or deselect roles under Requested Roles section or Available Roles.
• Select Save.
NOTE: Users may be mislabeled in their Federal/Contractor User type. Mislabeled users may add a User
Designation Comment that you can see in the New User Role Request grid & Modify request window.
VIEW ALL USERS
The View All Users tab is where you to manage all users accounts within your office or organization.
EDITING EXISTING ROLE
• Select the View All Users tab.
• Scroll to the desired row and select the Action button.
• Select Edit. You are redirected to a new tab,
• Edit User that displays the Edit User Account window.
• Select an office location. The available roles for that office is listed under Available Roles.
• To search a role, enter a role and click the Search icon.
• Select role(s) by checking the box(es) next to the role.
• To select all roles, check the top left checkbox.
• To remove roles, view Existing Roles, click the Delete icon next to the role.
• Select Save.
LESS COMMON SCENARIO THAT MAY OCCUR
If a lab employee is on detail to your technology office and needs an EPIC account, contact the EPIC Help Desk.
• Coordinate with Legal to confirm that any Conflict of Interest and Non-Disclosure Agreement issues are
appropriately addressed prior to giving the user access in EPIC.
• Send an email to the EPIC Help Desk to request the lab user account.
• Once the help desk creates the account, used the Edit Existing User process to give the “Contract Support -
Announcement” role to the new lab user. The lab user can now view (not edit) all EPIC announcements in your office.
• Announcement Manager assigns the lab user as “Contractor Support” to the specific announcement.
• The lab user can now edit their assigned announcement. They will not be able to view any announcements for other
offices in EERE (unless that office grants the necessary roles).
UNLOCK USER
Users become locked when they fail 3 attempts to login.
• Select the View All Users tab.
• Scroll to the desired row and select the Action button.
• Select Unlock
DISABLING EXISTING ROLE
Disabling users removes their access to EPIC. If access is needed again, they will need to make a new account.
• Select the View All Users tab.
• Scroll to the desired row and select the Action button.
• Select Disable.
• Select Yes or No in the confirmation window