7.2.2. Users

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

!If administrators sync users first and then roles, the relationship between users and roles in EPC will be preserved in DBP. However, if they sync roles first and then users, this relationship will not be preserved.

*For guidance on common form features and functions, please refer to the dedicated section in the manual.

1. Update Grid/Dropdown with EPC Users This button allows administrators to update the List of EPC Users grid and the EPC User dropdown with the latest users from EPC.
   • Upon clicking this button, a message will appear below indicating 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. It allows administrators to select the environment from which data will be synchronized with DBP.
3. EPC User: This is a single-select dropdown field that retrieves the list of users from EPC. It allows administrators to select an EPC user to add or update in DBP.
   
   !

   To use the Add/Update Selected User feature, a user must be selected in this field.

   • If there is no data in the dropdown, administrators will need to click the Update Grid/Dropdown button.
4. Add/Update Selected User: This button allows administrators to add or update the selected EPC user in DBP.
   • Upon clicking this button, the synchronization process will be triggered.
     
     *

     Synchronization Details:

     • New User: If the user does not already exist in DBP, they will be added.
     • Existing User: If the user exists but has been modified in EPC since the last synchronization, they will be updated.
   • A message will appear below the button indicating whether the operation was successful.
     
5. Add/Update All Users: This button allows administrators to add or update all users from the selected EPC environment in DBP.
   • Upon clicking this button, all users in DBP will be synchronized with those in EPC. A message will appear below the button, indicating the number of users added or updated, along with any errors encountered.
     
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 All Data to Excel ( ): This button allows administrators to export the grid data to Excel.
   • If selected, an Excel file containing the grid’s contents will be automatically downloaded to the user’s device.

!To enable synchronization, EPC departments, users, and roles must be published after any changes are made. For guidance on how to publish an object in EPC, click here.