Time for a Changing of the Guard?
In an EPIC Account, the DiSC Administration portal, there can be many users, but only one of them can be designated as the primary user. If that person should leave the job or no longer be in charge of DiSC administration, a new user must take over the role of primary admin. And, for security reasons, the previous user may need to be removed from the system.
Even though your Authorized Partner (that’s us!) created the account, they have very limited access. That means it’s up to an existing EPIC Account user to add users and change the primary user. In this article we’ll show you how to do just that.
Step 1: Add the New User
Start by logging into EPIC. Go to the Manage Your Account menu and choose Manage Users.
If the person we want to be the new primary user is already listed as a user:
Make sure they are a “Super Administrator”. If not, click the Edit button and select “Super Administrator” from the User Level dropdown. Click Save.
If the person is not in the system:
Fill out the Name field, make up a Username (or enter their email address) and under their email address in the Email field. Click the User Level dropdown and choose “Super Administrator”. If you want the person to receive an email whenever someone completes an assessment, select the “Send notification…” checkbox. Finally, click the Add User button.
This will prompt the system to send an email to the person, allowing them to create a password and log into EPIC.
Removing the Primary User Account
If the existing primary user is no longer to have access to the EPIC Account, their user account should be deleted. However, that’s a problem because a primary user can’t be deleted. So, we need to change the primary user first, which we’ll do in the next step.
Step 2: Designate the New Admin as the Primary User
This next step isn’t done from the Manage Users screen. Instead, go to the Personal Options menu and choose View/Edit Account Information.
Scroll down to the panel titled, “Email EPIC System Notifications to:”. Here will be a list of the users that have selected the “Send notification…” checkbox on the Manage Users screen. Under the column labeled, “Primary”, one user will have a checkmark. That indicates the current primary user. To change it, simply click the Set link for the user you want to be the new primary user.
Important: As the message on the screen will indicate, changes made here won’t stick unless you scroll down to the bottom of the screen and click the Save button.
Admin vs. Super Admin
Everyone who is an EPIC User has Administration capabilities. Administrators can issue assessments, generate reports and print profiles.
Administrators have access to everything in EPIC except for the ability to add/edit users and purchase credits. Those two privileges are reserved for Super Administrators. There can be multiple admins and super admins in an EPIC Account.
Step 4: Bask in the Glow of Your Accomplishment
You’ve done it! You have successfully transferred the primary administrator of your EPIC Account to a new user. Take a break. You’ve earned it!
Step 3: Delete the Previous Primary User
Important: This only needs to be done if the previous primary user is no longer to have access to the EPIC Account. If the user is to continue in a secondary role, this step should not be done. However, in that case, it might be desirable to change their access from “Super Administrator” to just “Administrator” on the Manage Users screen.
To delete a user, first make sure that user is not the primary user (refer to Step 2, above). Then go to the Manage Your Account menu and choose Manage Users. Locate the user you want to remove and click the little “x” to the right of their name.