This article provides information regarding managing user accounts, project team membership, stamps, and email notifications. Select Security/Users to open the Users page.
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Understanding User Roles
Each e-PlanREVIEW® (EPR) user must be assigned a User Role that most closely matches their expected tasks in EPR.
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Notification Type | Notification Sub-type | Notification Check box | Condition(s) for Notification | Notification Description |
|---|---|---|---|---|
PROJECT | Comment | Allow Response | Subscribed AND user is a Contributor. | Notifies user when comment has “Response Enabled” activated. |
User did not create the comment BUT has previously added a response to the comment’s thread. | Notifies user whenever another comment response is added. | |||
User did not create the comment BUT user is currently assigned to the comment. | Notifies user whenever another comment response is added. | |||
User did not create the comment. | Notifies user when they have been assigned to the comment. | |||
User is currently assigned to the comment. | Notifies user when a comment assignment is marked complete/incomplete by someone else. | |||
User created the comment. | Notifies user when another user marks the comment assignment as complete/incomplete. | |||
PROJECT | Document Assignment | Create (Assigned) | Subscribed AND user is named Assignee. | Notifies user whenever they are assigned a review task by name. |
PROJECT | Document Assignment | Reassigned | Subscribed AND user is named Assignee. | Notifies user whenever they are re-assigned an already existing review task. |
PROJECT | Document Assignment | Status Updated to Active | Subscribed AND is a project team member. | Notifies user whenever an assignment status is changed to any value with the parent status "Active." (These are assignments currently in review.) |
PROJECT | Document Assignment | Status Updated to Approved | Subscribed AND is a project team member. | Notifies user whenever an assignment status is changed to any value with the parent status "Approved." (These are approved assignments.) |
PROJECT | Document Assignment | Status Updated to Canceled | Subscribed AND is a project team member. | Notifies user whenever an assignment status is changed to any value with the parent status "Canceled." (These assignments are not needed.) |
PROJECT | Document Assignment | Status Updated to Not Started | Subscribed AND is a project team member. | Notifies user whenever an assignment status is changed to any value with the parent status "Not Started." (Review for these assignments has not yet started.) |
PROJECT | Document Assignment | Status Updated to Rejected | Subscribed AND is a project team member. | Notifies user whenever an assignment status is changed to any value with the parent status "Rejected." (These assignments require resubmittal.) |
PROJECT | - | Document Awaiting Intake | Subscribed | Notifies user whenever a document on the Intake tab requires assignments to be created. |
PROJECT | - | Status Changed to Cycle Complete | Subscribed AND is a project team member. | Notifies user whenever a project status is changed to any value with the parent status "Cycle Complete." (This project review cycle is done.) |
PROJECT | - | Status Changed to Finished | Subscribed AND is a project team member. | Notifies user whenever a project status is changed to any value with the parent status "Pass" or "Fail." (This project has been approved or requires resubmittal.) |
PROJECT | - | Status Changed to On Hold | Subscribed AND is a project team member. | Notifies user whenever a project status is changed to any value with the parent status "On Hold." (Work on this project has been paused.) |
PROJECT | - | Status Changed to Open | Subscribed AND is a project team member. | Notifies user whenever a project status is changed to any value with the parent status "Open." (This project is undergoing review.) |
PROJECT | - | Status Changed to Withdrawn | Subscribed AND is a project team member. | Notifies user whenever a project status is changed to any value with the parent status "Withdrawn." (Work on this project has been canceled.) |
USER | Auth | New User Request | Admin-role user. | Notifies Admin whenever someone requests a new user account from login page. |
USER | User Account | Create | Admin-role user. | Notifies Admin whenever someone creates a new user account (either from the Users page or API). |
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