10.2.2. Users

In the Users tab, you can synchronize users with EPC.

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

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

1. Update Grid/Dropdown with EPC Users This button allows you to update both the List of EPC Users grid and the EPC User dropdown with the list of users from EPC.
   • Upon selecting this button, a message will appear below informing users of whether the update was successful.
     
2. Environment: This is a single-select dropdown field that retrieves the list of environments from EPC. It is a mandatory field.
3. EPC User: This is a single-select dropdown field that retrieves the list of users from EPC.
   • If there is no data inside this dropdown, you will need to select the Update Grid/Dropdown button described above.
4. Add/Update Selected User: This button allows you to add or update the selected EPC user.
   • Upon selecting this button, the user in DBP will be synchronized with the one in EPC.
     • If the user does not already exist, they will be added to the system.
     • If the user does already exist but changes have been made since the last upload, they will be updated in the system.
   • A message will appear below informing users of whether the addition/update was successful.
     
5. Add/Update All Users: This button allows you to add or update all users from EPC.
   • Upon selecting this button, the users in DBP will be synchronized with those in EPC. A message will appear below the button informing users of the number of users that have now been added and/or updated. (Users will also be informed of any encountered errors.)
     
6. List of EPC Users: This tab displays the list of users from EPC.
7. List of DBP Users: This tab displays the list of users from DBP.
8. Export: This button allows you to export the grid and save it either as an Excel file, a Word file, an HTML file, or a CSV file.