Viewing or Editing 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 view and edit a role from the EPM Data User Interface:

Note - The only default Role that can be updated is Logged Out.

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

  2. The Roles screen displays:

    From the role to view or update, select Edit .

  3. The Edit role pane displays to the right-hand side of your screen, update as required, for example, change the Role name or add/remove Permissions:

    See Role Permissions for a full list of available permissions.

  4. 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.

    The previous value displays in orange under the updated field, select Revert to undo if required.

  5. 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.
Related topics - EPM Data User Interface Roles, Role Permissions and EPM Data User Interface Users

Last update - April