...

1. Click on the plus icon at the bottom right to create a new user account.

2. Complete the PROFILE tab:

   1. Select a License Type based on the intended usage (Standard, Contributor, Read-Only, or Shared).

   2. Password, User Role, Email, First Name and Last Name are required.

   3. New accounts must have a unique email addresses that is not already in use by any Active, Inactive, or deleted user, nor by any Contact records.

   4. Confirm the account is set to “Active”to ensure the user can log into EPR. 

3. Click on the GROUPS tab and select one or more Group(s) which the user will represent when performing plan review.

4. Click on the STAMPS tab, and select one or more Stamp(s) which the user will be able to place during plan review (if necessary).

5. Click SAVE to complete creating the account. The form will close.

6. If the user needs to receive email notifications from EPR, reopen the user profile by clicking (right-facing arrow).

7. Click on the NOTIFICATIONS tab, where a list of options now appears.

   1. First, check the box for “Email notifications to…” at the top if this user should receive email notifications from EPR. This may not apply for agencies integrating EPR to another system that can handle user notifications.

   2. Next, select which specific notifications the user should receive (see User Notifications Settings [link] for more information).

...

...

User Notification Settings

...

User Role	Description	Example(s)
Administrators	Any event notifications, but especially those related to User administrative functions such as new user requests and the creation of user accounts to ensure that Admins are keeping track of licenses and who has access to their EPR environment. Info Auth and User Account notification options are only available to the Administrator.
Project Coordinators	Any notifications related to intake, assignment creation, reassignment, assignment status changes, and/or project status changes since these allow staff to track application progress and trigger additional workflow steps as appropriate. Info Select Status Changed to Cycle Complete to know when all reviewers have completed a current review cycle for an application.
Reviewers, Group Managers, and/or Project Managers	Notifications informing a user that a plan review assignment or reassignment has been created for the user.
Contributors	Select the Allow Response notification to ensure that whenever a comment within their project application has ‘Response Enabled’ set, the contributor will be notified.	Image RemovedImage Added

...

Inactivating or Deleting User Accounts

...