This article provides information regarding managing user accounts, project team membership, stamps, and email notifications. Select Security/Users to open the Users page.PrerequisitesAdministrator(s) have the ability to create, update, and otherwise manage their Agency’s e-PlanREVIEW® (EPR) user accounts. This ensures that Admins can regulate how an Agency’s user licenses are apportioned among staff members.

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A User record requires:

1. A User Role.

2. A unique email address and a password.

3. First and Last name.

4. User's who will conduct plan review:

   1. Must be associated to one or more Groups.

   2. Should be assigned Stamps.

In this article:

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Understanding Standard and Specialized User Roles

Each e-PlanREVIEW® ( EPR ) user must be assigned a the User Role that most closely matches their expected tasks in EPR.

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Creating a New User

Go to Settings > Security > Users in the Navigation menu to open the Users list. This page will show 'Active' users, meaning users who can successfully log into EPR, by default. (To view inactive users, click on the Active toggle so it changes to Inactive.)

Add a User Account

Admins can add user accounts as needed from the Users list page as follows:

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

2. Complete the PROFILE tab.

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

   2. New accounts must have a unique email addresses that is not already in use by an Active or Inactive account.

   3. Confirm the account is set to Active to ensure the user can log into EPR. 

3. On the GROUPS tab, add which Group(s) the user will belong to.

4. On the STAMPS tab, select which Stamp(s), if any, that the user should have access to for plan review.

5. On the NOTIFICATIONS tab, select any desired email notifications for the user (see User Notifications Settings for more information).

6. Click SAVE.

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A Standard license grants one individual the right to be any one (1) user role within EPR except for Contributor and Read-Only roles, which have their own specialized license types. If you have questions regarding licenses and license types, contact the e-PlanSoft Support Team by creating a Service Desk Ticket.

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Creating a New User

Go to Settings > Security > Usersin the Navigation menu to open the Userspage. This page will show Active users - meaning users who can successfully log into EPR - by default.

Add a User Account

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Admins can add user accounts as needed from the Users page as follows:

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 (go to 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).

Copy an Existing Account

Admins can save time when creating a new account by copying an existing profile 's User to auto-fill the License Type, User Role, Group(s), Stamp(s) and Notification settings by using the Copy as New User option.

1. First, select an existing user account.

2. Click on the ellipsis icon (three dots) on the far right of the account record.

3. Click on the pop-up for "Copy as New User."

4. Complete the new account by providing any missing information, such as the new user's unique email address, and save when completed. (You can also modify existing configurations before saving.)

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Requesting a New Account

If an Admin wants staff to fill out their own information, they can ask a future user to "Request a new Account" from the EPR Login page. This creates the user's profile with a temporary password, but sets their status to Inactive and leaves their user role blank. The Admin would then need to define a user role and switch the account to Active to give the user the ability to log in.

To view 'requested account' records in the User list:

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) and Notification choices.

To copy an account:

1. Search for an existing user account to copy.

2. Click on the (three dots) button on the far right of the record.

3. Click on the option for Copy as New User.

4. A new account form pops up with License Type and User Role auto-populated.

   1. Complete the PROFILE tab by inputting a new Password, Email, First Name, Last Name, and any other desired field manually.

   2. Click the GROUPS tab to confirm that desired group(s) are auto-populated.

   3. Click the STAMPS tab to confirm that desired stamp(s) are auto-populated.

   4. Click the NOTIFICATIONS tab to confirm that desired notification(s) are auto-populated.

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

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Requesting a New Account

To have staff fill out their own basic account information rather than creating it for them, ask any future user(s) to go to the EPR login page and click on Request a new account. This will create the user's account with the basic PROFILE information, but sets their status to “Inactive” and leaves their User Roleblank. The Admin needs to then edit the account(s) to set a user role, make the account “Active”, add group(s), add stamp(s), and select notification options before the user(s) can actually log in.

To view requested account records in the User page:

1. Toggle the list view from “Active” to “Inactive” at the top of the page.

2. Search for and select the desired inactive record.

3. On the Profile PROFILE tab, set the desired 'User Role' and switch the Inactive “Inactive” toggle to Active“Active.”

4. On the Groups GROUPS tab, select the group(s) the user will belong to.

5. If necessary, grant access to stamp(s) in the Stamps STAMPS tab.

6. On the Notifications NOTIFICATIONS tab, select any desired notifications for the user.

7. The new user will receive an email with login instructions when once their account status has been switched updated from inactive “Inactive” to Active“Active.”

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Here is a breakdown of all available notification options and how they are triggered.

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Each user should be subscribed to the events that are relevant to them/their role. The following basic notification subscriptions are recommended:

• For Project Coordinators

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/their role. The following basic notification subscriptions are recommended:

User Role	Description	Example(s)
Administrators	Any event notifications, but especially those related to administrative functions such as new user requests and the creation of user accounts any anyone.	Image Added
Project Coordinators	Any notifications related to assignment creation, reassignment, assignment status changes, and/or project status changes.	Image Added
Reviewers, Group Managers, and/or Project Managers

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• For Administrators

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Notifications for the assignment or reassignment of a plan review.

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Users subscribed to an event will receive an email notification whenever the event is triggered, as recorded in the event log.

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