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User Role Definitions
User roles cannot be renamed, however, adjusting determine the permissions for each user roles is supportedan account within EPR. Since permissions are configured at the user role level, all users with the same role will have the same permissions.
Each User Role is pre-configured with default permissions to match the role's typical expected tasks within EPR, but many role permissions can be adjusted by the Admin. The Admin cannot rename the User Role labels, however.
| User Role | Description | |
|---|---|---|
| Admin | The Admin role is mainly tasked is tasked with assisting in the initial configuration of the EPR portal. This user can update portal and with updating portal configurations configurations that affect permissions, assignment workflow, email, and even portal branding as needed. Some of the most significant Admin abilities include managing:
The The Admin can also manager user accounts within EPR. The Admin role can also perform the functions of every other user role in EPR, including project creation, assignment intake, plan review, and packaging deliverable back to applicants. | |
| Project Coordinator | The Project Coordinator is usually reserved for intake staff/permit technicians. The main responsibilities for these users are to:
When all review assignments have been given an approved, rejected, or canceled status, Project Coordinators will be notified so they can prepare a Corrections Report letter with all reviewer feedback and then package files to return to the applicant, either through email or, more commonly, through check-in to an integrated portal. | |
| Project Manager | The Project Manager is the highest level of ‘Reviewer-type’ role but has the added ability to edit and delete markups created by other reviewers within the project he or she is managing. A Project Manager cannot edit or delete markups for another Project unless they also manage that Project. | |
| Group Manager | The Group Manager functions as an elevated ‘Reviewer-type’ role but has the added ability to edit and delete markups created by other reviewers within his or her Group (by default, a reviewer can only edit his or her own markup activity). A Group Manager cannot edit or delete markups for another Group unless they also belong to the other Group. | |
| Reviewer | Reviewer | The Reviewer (or "plan checker", "plans examiner", etc.) is responsible for completing plan review tasks (“assignments”) made either for them specifically or for their Group. In some cases, especially for larger agencies, assignments are made for a specific named Reviewer within a Group. Although other users are still able to access the assignment, the named Reviewer is expected to complete the review assignment task.At Typically, this consists of adding comments and/or marking up issues found on the plans. At the end of a review cycle, the reviewer they must provide a status - either an approval , rejection, or other status for the assigned plans and, if appropriate, may stamp plans as wellor rejection - for their assignment task. Reviewers can also create Corrections Report letters, if desired. The Reviewer role is not configured to perform intake of plans or prepare deliverable packages to send back to an applicant – for this functionality, see Project Coordinator. |
| Group Manager | The Group Manager is like a Reviewer, but can edit and delete markups created by other reviewers within his or her Group. A Group Manager cannot edit or delete markups for another Group unless they also belong to the other Group. | |
| Project Manager | The Project Manager is like a Reviewer, but can edit and delete markups created by other reviewers within the project he or she is managing. A Project Manager cannot edit or delete markups for another Project unless they also manage that Project. | |
| Contributor | A licensed user who has been granted access to view and respond to comments made by the Reviewers in an existing project.The contributor can view projects where they have been added to the project team (they are a "team member"). For these projects, they can view comments and add responses to any that have 'response enabled' set by the reviewer. They cannot respond if response is not enabled, nor can they create new comments or markup plansReviewers in one or more projects. |
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Contributors are prevented from functioning as Plan Reviewers and cannot be granted permissions to the Review page. |
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