9.2.2.2. Users

In this form, 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 more details on the single-select dropdown fields populating this form, click here.

1. Update Grid/Dropdown with EPC Users This button allows you to update both the EPC Users grid and the User dropdown with the list of users from EPC.
   • Once this button has been selected, a message will appear below informing users of whether the update was successful.
     
2. Last Upload Date (EPC Users): This field is automatically populated with the date upon which EPC users were last uploaded to the system.
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 and/or update the selected EPC user.
   • Once this button has been selected, the user 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 Users: This button allows you to add and/or update all users from EPC.
   • Once this button has been selected, 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 if any errors have occurred.)
     
6. EPC Users: This tab is automatically populated with the list of users from EPC.
7. DBP Users: This tab is automatically populated with 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.
   • For more details on this function, click here.