How to Set Up an EPCS Enroller/Approver

If you need to designate a user as an EPCS Enroller or Approver, follow the steps outlined below. You will need to log in using your Security Administrator (_sa) account.

Before We Begin 

Only users with Security Administrator access can manage EPCS roles. Be sure you are logged in under the Security  Administrator username before proceeding.

Steps to Set Up an EPCS Enroller/Approver:

1. Log In as a Security Administrator

• Begin by logging in using your Security Administrator username credentials.

2. Navigate to Manage Users

• From the main menu, go to Manage Users.

3. Edit the Staff User Account

• Locate the staff member you want to designate as the EPCS Enroller/Approver and click Edit next to their name.

4. Access Advanced Settings

• Within the user’s profile, click Show Advanced Settings to expand additional configuration options.

5. Scroll to EPCS Settings 

• Scroll down until you find the EPCS Settings section. 

6. Enable the EPCS Role

• Check the box labeled EPCS Enroller (or EPCS Approver, depending on the role you’re assigning).

7. Save and Confirm

• Click Next to proceed, then select Update User to save your changes. A confirmation message will appear once the update is complete. You can now follow the same steps to define other usernames with these roles, or return to the usernames themselves to progress the EPCS registration process.

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