JWL

Epicor User / Employee Account Request

Complete this form to request creation, modification, or disabling of an Epicor account.

Fields marked * are mandatory. On submit, this request is emailed directly to the ERP team — you do not need to open any email client.

1 · Request & Approval

Request ID / Ticket No. *

Auto-generated.

Request Date *

Locked to today.

Request Type *

New Modify Disable

Requested By — Name *

Requested By — Designation *

Requested By — Department *

Target Activation Date

Business Justification *

Approver E-mail *

Request is emailed to ERP with a copy (CC) to this approver.

Second Approver E-mail (elevated rights)

2 · Employee Identity & Contact

Full Legal Name *

HR Employee / Payroll Code *

Date of Joining *

Employment Type *

Department / Function *

Designation / Job Title *

Reporting Manager *

Official E-mail *

Company address only: jwllogic.com, jwrlogic.com or jwclogic.com.

Address (as in Epicor)

City *

State / Province *

Postal Code

Country *

Office Phone

Mobile / Phone

3 · Epicor Account Setup

Proposed User ID *

Display Name (Epicor "Name") *

Company *

Site / Plant Access (Access Scope) *

Language

Format Culture

4 · Access & Privileges

Security Group / Role

Module / Menu Access

Mobile / MES / Everywhere Access

Mobile CRM MES Kinetic Everywhere Handheld

Reporting Rights

BAQ Dashboard SSRS

Elevated Rights (each requires reason + higher approval)

Security Manager DMT Impersonate BPM Create/Install Solutions IoT Admin

Elevated rights selected — reason and second approver are now required.

Reason for Elevated Rights

5 · Security & Lifecycle

Password Policy *

Password expiry enabled No blank password

Allow Multiple Sessions *

Yes No

Account End / Expiry Date

Mandatory for Contract / Third-party staff.

Access Review / Recertification Date

Deactivation Trigger (HR exit link)

6 · Requester Sign-off

Requester Name (typed as signature) *

Declaration *

I confirm the information provided is accurate and this request is authorized.

✓ Request submitted

Your Epicor account request has been emailed to the ERP team. You'll be contacted once it's actioned.