10.2.3. Roles

In the Roles tab, users can synchronize roles with EPC.

!If you sync the users first and then the roles, the relationship between the two in EPC will not be kept on the DBP side. If you sync the roles first, however, and then the users, the relationship between the two in EPC will be kept on the DBP side.

*For guidance on common application features and functions, please refer to the dedicated section

1. Environment: This is a single-select dropdown field that retrieves the list of environments from EPC. It is a mandatory field.
2. EPC Role: This is a single-select dropdown field that retrieves the list of roles from EPC. It is a mandatory field.
3. Role Department: This is a single-select dropdown field that retrieves the list of departments from DBP.
   • The department selected in this dropdown will be linked to the selected EPC role.
4. Add/Update Selected Role: This button allows you to add and/or update the selected EPC role.
   • Upon selecting this button, the role in DBP will be synchronized with the one in EPC.
     • If the role does not already exist, it will be added to the system.
     • If the role does already exist but changes have been made since the last upload, it will be updated in the system.
   • A message will appear below informing users of whether the addition/update was successful.
     
5. Add/Update All Roles: This button allows you to add and/or update all roles from EPC.
   • Upon selecting this button, the roles in DBP will be synchronized with those in EPC. A message will appear below the button informing users of the number of roles added, the number of roles updated, and the number of users added to a role. (Users will also be informed of any encountered errors.)
     
6. List of EPC Roles: This tab displays the list of roles from EPC.
7. List of DBP Roles: This tab displays the list of roles from DBP.
8. Export: This button allows users to export the grid and save it either as an Excel file, a Word file, an HTML file, or a CSV file.