Electronic Plans
Management Training
How to Setup Contractor
Access on Your Account
How to Setup Contractor Access on Your
Account
The Electronic Plan Management system (EPM)
is an online tool designed to allow architects,
engineers, and designers the ability to oversee
their projects as they go through the plan review
and permitting process. All pertinent information
related to the project is visible on the dashboard,
with real time updates. The web address is:
http://epm.mecklenburgcountync.gov
How to Setup Contractor Access on Your
Account
KEY NOTES:
 In order to allow members of your design team to be
able to access online drawings that you have submitted
you must setup team members as (contractors) in the
EPM system
 When design team users are setup as contractors for a
particular account the account holder will assign a user
name and password for that contractor
How to Setup Contractor Access on Your
Account
On the log in page, log into your account
How to Setup Contractor Access on Your
Account
From the home screen, select the Manage Your Account link
How to Setup Contractor Access on Your
Account
From the Administration page select User Management
How to Setup Contractor Access on Your
Account
From the Manage Employees/Contractors page refer to
List of Contractors section to see active contractors on your account.
How to Setup Contractor Access on Your
Account
If contractor is not listed then click “Add” button
How to Setup Contractor Access on Your
Account
 Complete all contractor company
information
 Indicate Functional Expertise of
contractor
 Create username and password for
contractor access

Click Save
How to Setup Contractor Access on Your
Account
From the Administration page select Assign Contractors to Projects
How to Setup Contractor Access on Your
Account
Select “Contractor” that you want to assign access
How to Setup Contractor Access on Your
Account
Choose projects that you want selected “Contractor” to have access
Click Save
How to Setup Contractor Access on Your
Account
In the project
example shown
The “contractor “ Bob
Plumber now has full
access to project #
323358 from your
account dashboard
How to Setup Contractor Access on Your
Account
 When filling out the
On Schedule
application indicate
the designated
contractors in the Key
Contacts section
 These contractors will
then have full access
to this application
package
How to Setup Contractor Access on Your
Account
 If you wish to modify or delete any
contractors from your account access
return to the Administration page and
click on User Management
 If you wish to add or delete contractor
access to specific projects then return
to the Administration page and click on
Assign Contractors to Projects
How to Setup Contractor Access on Your
Account
Thank you for using this training demonstration. If you have additional
questions, please contact:
OnSchedule Coordinators 704-336-3837 x 1