This page provides an overview of the different user roles within the EPIC system, including default roles assigned at registration and roles associated with specific functions. It covers all role categories—Default and Office roles, Technology Office roles, Servicing Office roles, and Applicant roles. 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.

 

Default Roles

Federal Staff

Initial Role:Office Staff (Federal)
Assignment:Automatically granted upon first-time registration in EPIC
Description:This role is automatically assigned to any federal employee who registers in EPIC
Permissions:

  • View all announcements (active, closed, and canceled) across EPIC.

  • Access a range of system-generated reports.

  • Note: Editing of announcements is not permitted.

User Type:Federal
Approver:Not applicable – Role is assigned automatically.

Contractor Staff

Initial Role:Office Staff (Contractor)
Assignment:Must be requested upon first-time registration in EPIC
Description:Contractors supporting a technology office must request this role during registration
Permissions:

View (but not edit) announcements specific to the selected technology office.

User Type:Contractor
Approver:Office Administrator


Office Level Roles


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)

.