User Management

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Add User to Epicor SSO

Requester: Type:

User Actions

Manage existing Epicor SSO users - send welcome emails or revoke access.

Send welcome/setup instructions to users who need them resent
Remove user's Epicor SSO access. They can be re-provisioned later via Add User.
Manually refresh the user cache from Azure AD and Epicor IdP. Normally syncs automatically at 2 AM.

Pending Access Requests

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Click "Refresh Pending Requests" to load data.

Request History

View previously processed access requests.

Email Template Preview

Preview how emails will appear to recipients. Select a template to view.

Epicor IDP Users Without SSO

Users in Epicor Kinetic that don't have Microsoft SSO linked yet. Internal users (springfieldsign.com) are auto-linked. External partners (all other domains) need B2B guest invitations.

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Ignore List

Users on this list are skipped during sync. Add users here who shouldn't get SSO (service accounts, departed employees, external consultants not needing access, etc.)

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