Both Administrator and FullAccess Security Roles need to be defined to be able to access EFP fully (Modeler & excel).

  • Users in Administrator are granted access to Modeler. And it's enabled on the installation user by default.
  • Users in FullAccess are granted access to excel.
  • Epicor EFP Starter Pack is valid for 1 administrator and 1 Excel budget user.
  1. Login Modeler → Select your application → OK
  2. Go to Security RolesFullAccess → CheckOut → Role Members tab → Add users (domain\UserName)
  3. Save → CheckIn
  • efp/tech/installguide/basicconfig1.txt
  • Last modified: 2015/06/11 12:11
  • by pcevli