9.2.2.3. Roles

In this form, 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 more details on the single-select and multi-select dropdown fields populating this form, click here. For more details on field behavior, click here.

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.
   • Once this button has been selected, the role in DBP will be synchronized with the one in EPC. If it does not already exist, it will added to the system. If it does already exist but changes have been made since its 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.
   • Once this button has been selected, 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 if any errors have occurred.)
     
6. EPC Roles: This tab is automatically populated with the list of roles from EPC.
7. DBP Roles: This tab is automatically populated with 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.
   • For more details on this function, click here.