Configuring Roles from the EPM Data User Interface

Note - You can only access this function if you have the Can access user management permissions. You can only add or update users or roles if you have the Can manage Roles and/or Can manage Users permission depending on the task you are carrying out. If you need to access these functions and do not have permission, please contact your system administrator.

To add and set up a role from the EPM Data User Interface:

  1. From the EPM Data User Interface screen, select Options - Settings and Users - Roles:

  2. The Roles screen displays with any existing roles displaying:

    Select New role .

  3. If you are not already in Configuration lock, the Configuration lock screen displays:

    Enter a reason if required and then select Confirm . The system configuration is now locked pending the submission of your update and the Configuration Locked icon displays on the status bar.

    Note - Configuration lock does not affect the operation of the EPM device.
    See Configuration Lock for details.

  4. The Add Role screen displays:

    Complete as required:

    Note - Fields marked with an asterisk * are mandatory.

    • Role name - Enter a name for the new role.

    • Assign Users - From the list available, tick the users to add to this role.

    • Description - Enter a brief description for this role if required.

    • Permissions - Permissions are grouped into general types, select Expand to display the available options and either tick Select / deselect all, or tick the options required. A tick displays alongside any permissions header with one or more permissions selected.

      See Role Permissions for a full list of available permissions.

  5. Select Add Role and the new role is added to the Roles screen.

  6. Once complete, select Review pending changes screen to review updates to the configuration, and submit them. See Reviewing and Submitting Changes for details if required.

    Note - Reviewing and submitting can be completed in bulk once you have completed all your additions and/or updates.
See EPM Data User Interface Roles and EPM Data User Interface Users for details.

Last update - April 2026