Roles and permissions
In the user management, you can assign roles to users in your organization. Each of these roles has certain rights and limitations for the product. This is how you influence the functionality of the product. Roles can only be assigned by the main administrator or by a user with the role "Manage".
If Unassigned is selected, the product is not displayed in the dashboard or the Cloud menu and is therefore not available to the user.
Roles in the EPLAN Cloud
The role "Main administrator"
The main administrator is the administrator of a company organization or organization. He has the possibility to invite additional users to the organization in the user management and can assign these users roles for individual products. The main administrator also has the option to relinquish their role as main administrator to another member in their organization.
Additionally, the main administrator can assign the role "Manage" to other users in the organization for user management.
The main administrator is identified by this icon .
Note
Do not mistake the main administrator of an organization with the role "Admin" of a product.
Example
- The main administrator can assign the role "Manage" to User 1 for user management.
- The main administrator can assign the role "Admin" to User 2 for eVIEW.
- User 2 already has the role "Designer" for eBUILD.
The role "Manage"
Users with the role "Manage" have access to the user management of an organization and can assign roles to other users. The role "Manage" can be assigned either by the main administrator or by another user with the role "Manage".
The difference between the main administrator and a user with the role "Manage" is that users with the role "Manage" can be removed from an organization, a main administrator cannot. To remove them from an organization, the main administrator must first hand over their role to another user.
Example
- The main administrator has assigned the role "Manage" to User 1 for user management.
- Based on the role "Manage", User 1 can assign the role "Admin" to User 2 for eVIEW.
- User 2 already has the role "Designer" for eMANAGE.
Note
EPLAN creates a company organization, depending on the customer number, which is then activated by a user.
Roles and functions in company organization and organization
Refer to the table to see which roles can be assigned in the company organization and organization and which functions are available to you with these roles.
Company organization | Organization | |||||
---|---|---|---|---|---|---|
Function | Main administrator | "Manage" | User(s) | Main administrator | "Manage" | User(s) |
Invite user | x | x | - | x | x | - |
Remove user | x | x | - | x | x | - |
Assign roles and licenses | x | x | - | x | x | - |
Hand over the role "main administrator" | x | - | - | x | - | - |
Change registration guidelines | x | x | - | x | x | - |
Create team | x | x | - | x | x | - |
Delete team | x | x | - | x | x | - |
Edit team | x | x | - | x | x | - |
Change company organization | (x) | (x) | (x) | (x) | (x) | (x) |
Create company organization | - | - | - | - | - | - |
Delete company organization | (x) | - | - | (x) | - | - |
Rename company organization | (x) | - | - | (x) | - | - |
Leave company organization | - | x | x | - | x | x |
Switch organization | x | x | x | x | x | x |
Create organization | x | x | x | x | x | x |
Delete organization | x | - | - | x | - | - |
Rename organization | x | - | - | x | - | - |
Leave organization | - | x | x | - | x | x |
(x)= These functions are possible under certain conditions or can only be performed by EPLAN.
Roles in the Data Portal
Only the "User" role or no role can be assigned for the Data Portal. If no role is selected, the user no longer has access to Data Portal and the part request.
Roles for the part request
There are two roles for the EDP Request Process that come with certain rights and restrictions. The following roles are available to you (beginning with the role with the most rights):
- Designer
- User
If Unassigned is selected, the product is not displayed in the dashboard or the Cloud menu and is therefore not available to the user.
Overview of the roles in the Data Portal for the part request
Organization | Company organization | ||||
---|---|---|---|---|---|
Area | Function | Designer | User | Designer | User |
Part request | |||||
Order from EPLAN | - | - | x | - | |
Request from manufacturer | x | x | x | x | |
Overview of the part requests and part orders: | |||||
Open overview | x | x | x | x | |
Filter part requests and part orders | x | x | x | x | |
Open details on part requests or part orders | x | x | x | x | |
Answer questions on the part order | - | - | x | x | |
Download a part order | - | - | x | x | |
Give feedback on downloaded part | - | - | x | x |
Roles in eVIEW
There are four roles in eVIEW and eMANAGE, which correlate with certain rights and restrictions. The following roles are available to you (beginning with the role with the most rights):
- Admin
- Designer
- User
- Guest
Note
Do not mistake the main administrator of an organization with the role "Admin" of a product.
Overview of the roles in eVIEW
Area | Function | Admin | Designer | User | Guest |
---|---|---|---|---|---|
Administration | Access to all projects within the organization | x | - | - | - |
Projects | Add project | x | x | - | - |
Delete project | x | x | - | - | |
Versioning | View a list of all project versions | x | x | x | - |
Access older project versions | x | x | x | - | |
Access to contents | Access to shared projects* | x | x | x | x |
Offline view | x | x | x | x | |
View folder name in which the project is located | x | x | x | ||
Collaboration | View the list of users who are members of the organization | x | x | - | - |
View the list of users with whom the project was shared | x | x | - | - | |
Share a project with users who are members of the organization | x | x | - | - | |
Share a project with a team | x | x | - | - | |
Redlinings | Open overview of the redlinings | x | x | x | x** |
Add, edit and delete redlinings | x | x | x | x | |
Greenlinings | Open overview of the greenlinings | x | x | x | x** |
Add, edit and delete greenlinings | x | x | x | x |
* The extent to which you can edit the project also depends on the assigned permission for the shared project.
** You can only see your own redlinings and greenlinings in the overview, not those of other users.
Roles in eMANAGE
There are four roles in eVIEW and eMANAGE, which correlate with certain rights and restrictions. The following roles are available to you (beginning with the role with the most rights):
- Admin
- Designer
- User
- Guest
Note
Do not mistake the main administrator of an organization with the role "Admin" of a product.
Overview of the roles in eMANAGE
Area | Function | Admin | Designer | User | Guest |
---|---|---|---|---|---|
Projects | |||||
Download, save, open a project | x | x | |||
Upload a project | x | x | |||
Delete project | x | x | |||
Move a project | x | x | |||
Publish a project in eVIEW | x | x | |||
Open a project in eVIEW | x | x | |||
Generate a project for an older platform version | x | x | |||
Share a project with an internal user | x | x | |||
Share a project with an external user | x | x | |||
Share a project with a team | x | x | |||
Share a project; specify a period | x | x | |||
View all projects within the organization | x | ||||
View project details | x | x | x | x | |
View project detail "Shared with" | x | x | x | ||
Download project document | x | x | |||
Download project image | x | x | |||
View project document | x | x | x | ||
View project image | x | x | x | ||
Folders | |||||
Create folder | x | x | |||
Delete folder | x | x | |||
Move folder (view folder structure) | x | x | |||
Update folder | x | x | |||
View folder details | x | x | x | x | |
View folder name in which the project is located | x | x | x | ||
Master Data | |||||
Upload master data | x | x | |||
Download master data | x | x | |||
Share master data with an internal user | x | x | |||
Share master data with a team | x | x | |||
Share master data; specify a period | x | x | |||
Delete master data | x | x | |||
View master data details | x | x | x | x | |
View "Shared with" master data detail | x | x | x | ||
Files | |||||
Upload file | x | x | |||
Download file | x | x | |||
Share a file with an internal user | x | x | |||
Share a file with an external user | x | x | |||
Share a file with a team | x | x | |||
Share file; set time period | x | x | |||
Delete file | x | x | |||
View file | x | x | x | ||
View file details | x | x | x | x | |
View "Shared with" file detail | x | x | x |
Roles in eBUILD
There are two roles in eBUILD that come with certain rights and restrictions. The following roles are available to you (beginning with the role with the most rights):
- Designer
- User
The "Designer" role has access to the Designer and the Project Builder. The "User" role has access to the Project Builder.
Overview of the roles in eBUILD
Area | Function | "Designer" role | "User" role |
---|---|---|---|
"Designer" function area | Create, edit, delete, publish, upload, export, import libraries and versions | x | |
Specify settings for libraries | x | ||
Log usage of libraries | x | ||
Create, edit, delete Macro-Typicals | x | ||
Create, edit, delete Script-Typicals | x | ||
Create, edit, delete Typical-Groups | x | ||
Create, edit, delete configurators | x | ||
Create, edit, delete, move, import, reference configuration variables | x | ||
Translate element names | x | ||
"Project Builder" function area | Select unpublished library | x | |
Select published library | x | x | |
Select configurator | x | x | |
Perform a configuration | x | x | |
Generate project documentation | x | x | |
Import file (*.xml, *.xlsx) | x | x | |
Export file (*.xml, *.xlsx) | x | x |
Roles in ePOCKET
In the user management, you assign roles to users for the individual products, see Assign roles.
There are 4 roles in ePOCKET that come with certain rights and restrictions. The following roles are available to you (beginning with the role with the most rights):
- Admin
- Designer
- User
- Guest
Overview of the roles in ePOCKET
Area | Function | Admin | Designer | User | Guest |
---|---|---|---|---|---|
ePOCKET | Scan QR code | x | x | x | x |
Locations | Add / delete location | x | x | - | - |
Rename location | x | x | - | - | |
Documentations | Add / delete documentation | x | x | - | - |
Share documentation | x | x | - | - | |
Edit general machine information | x | x | - | - | |
Link further enclosure | x | x | - | - | |
Folder | Add / delete folder | x | x | - | - |
Rename folder | x | x | - | - | |
Move folder | x | x | - | - | |
Files | Add / delete files | x | x | - | - |
Add new version | x | x | - | - | |
Publish ZW1 file to eVIEW | x | x | - | - | |
Move files within the documentation | x | x | - | - | |
Show older versions | x | x | x | - | |
Delete versions | x | x | - | - | |
Download files | x | x | x | - |
Roles in eSTOCK
In the user management, you assign roles to users for the individual products, see Assign roles.
There are two roles in eSTOCK that come with certain rights and restrictions. The following roles are available to you (beginning with the role with the most rights):
- Designer
- User
Overview of the roles in eSTOCK
Area | Function | Designer | User |
---|---|---|---|
Part | View part | x | x |
View part with the status "Draft" | x | ||
Create part | x | ||
Duplicate part | x | ||
Edit part | x | ||
Create part variants | x | ||
Import part | x | ||
Add part to a collection | x | ||
Release part | x | ||
Delete part | x | ||
Update part with data from eSTOCK* | x | x | |
Check part for changes in eSTOCK* | x | x | |
Upload part from another database source to eSTOCK* | x | ||
Import parts from the EPLAN Data Portal into eSTOCK | x | ||
Collections | Create collection | x | |
Share collection | x | ||
Edit collection | x | ||
Delete collection | x | ||
Add collection as a database source* | x | x | |
Documents | Add document | x | |
View document | x | x | |
Release document | x | ||
Edit document | x | ||
Delete document | x | ||
Accessories | Add accessory list or accessory placement | x | |
View accessory list or accessory placement | x | x | |
Release accessory list or accessory placement | x | ||
Edit accessory list or accessory placement | x | ||
Delete accessory list or accessory placement | x |
*These functions are only available within the EPLAN Platform.
Roles in EADN signing
In the user management, you assign roles to users for the individual products, see Assign roles.
The following role is available to you:
- User
The role "User" has access to the