In this article:
Table of Contents
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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 as neededconfigurations that affect permissions, assignment workflow, email, and even portal branding as needed. The Admin can also manager user accounts within EPR. Some of the most significant Admin abilities include managing:
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 | Reviewer | 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. | |
The Reviewer’s main responsibilities are toThis user role typically cannot perform plan review. | ||
| Reviewer | The Reviewer (or "plan checker", "plans examiner", etc.) has these main responsibilities:
Reviewers belong to one or more Groups (think of these as Departments or Sub-departments) and are responsible for completing plan review tasks (“assignments”) made 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 the end of a review cycle, the reviewer must provide either an approval, rejection, or other status for the assigned plans and, if appropriate, may stamp plans as well. 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. 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 functions as an elevated ‘Reviewer-type’ role.
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 the highest level of ‘Reviewer-type’ role.
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.
They cannot respond if response is not enabled, nor can they create new comments or markup plans. This user role cannot perform plan review. |
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Contributors are prevented from functioning as Plan Reviewers and cannot be granted permissions to so they cannot perform markup, but they can access the Review page as of a recent update. |
The Contributor Role Explained
The Contributor user role is provided for clients who want to invite external customers, or partners, onto a project team for the purpose of collaborating with the plan reviewers.
Contributors do not have access to the Review page and may not conduct reviews. Instead, these individuals can:
- Become members of a project team. This provides the contributor with project access, as shown below (steps 1-3):
- View comments made by plan reviewers for those projects (4), apply filters (5) and check whether any are flagged by reviewers as priority comments (6).
- Respond to comments made by the plan reviewers in a secure, user friendly web page (7-11).
- View the comments on the plans pages through the EPR Review page.
- Download the
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- documents if those privileges have been granted.
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While comments are visible to contributors once they become a project team member, the ability to respond to a comment is controlled by the reviewer who creates the comment ("Response Enabled" feature). At any point during the plan review, if a Contributor is granted access to a project then they will be able to view and respond to comments concurrently with the remainder of the review cycle. Comments added by contributors are placed below the most recent version of the reviewer's comment, and if reviewers update their comment then this updated version will display below the contributor's comment to maintain the chronology of the conversation as clear as possible. Contributor project access can be revoked, if desired, by an agency Admin at any time by removing the user from the project team.
NEW! Contributors can now view a comment directly on the EPR Review page to see it in context. From the Project Comments page, the Contributor hovers over the comment text to display the → (right-facing arrow) icon, as show below. Click on this button (→) to navigate to the Review page.
While on the Review page, Contributors can see the comments on the document page and access attachments to comments (if any), but cannot markup or otherwise modify the plans.
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Best Practices for Configuring Permissions for Project Access
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When the permission filters are set Project Team memberMember, users who open the Projects page will only see records for projects in which they are a project team member as opposed to all projects that may exist globally. In the same manner, users who open the Assignments page will only see open assignment records for projects in which they are a team member, as opposed to open assignments that may exist globally.
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