12.4.1.8 Import Users as Resources

A resource represents a physical person (Employee) that performs work and executes activities in an organization. Resources in EPC can be associated to one or multiple roles. Multiple resources can also have the same role.

Web Modelers can import EPC users as Resources. EPC will import all the users who have environment permissions. Resources will be created for all users that have been granted access to this environment, which are not yet assigned to a resource in the current environment.

Import Users as Resources

*Ensure you are given the permission to be a Web Modeler, the displayed content is set to Show Latest, and your editing tool is the Web.

1. Navigate to the Organization Module

2. Navigate to the details section of the Organization Unit you would like to import users to. In this example, the Organization Unit is “Human Resources”

3. Navigate to the button

4. A drop-down will be generated. Select the “Import Users” option

5. A window will be generated explaining that users will be imported as resources

6. Click on to import users to the “Human Resources” unit

7. A window will be generated once users were successfully imported as resources. In this example, two users were imported

8. Click on the “Ok” button

9. The new resources will be under the “Human Resources” unit

10. You will receive a notification saying the user import was successful

To edit resources and assign roles to them, click here.