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 "Manage" role .

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

Roles and functions for user management

Refer to the table to see which roles can be assigned in the company organization for the user management and which functions are available to you with these roles.

There are two roles for the user management that come with certain rights and restrictions. The following roles are available to you (beginning with the role with the most rights):

Main administrator
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.

Area	Function	Main administrator	"Manage"
User management	Open user management	x	x
Users
	Invite users	x	x
	Delete users	x	x
	Assign roles and licenses	x	x
	Revoke roles and licenses	x	x
	Hand over the "Main administrator" role	x	-
	Change registration guidelines	x	x
	Filter and sort users	x	x
	Add user to a team	x	x
Team
	Create team	x	x
	Delete team	x	x
	Edit team	x	x
	Sort team	x	x
	Add user to a team	x	x

The "Main administrator" role

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 "Admin" role of a product.

The "Manage" role

Users with the "Manage" role have access to the user management of an organization and can assign roles to other users. The "Manage" role 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 "Manage" role is that users with the "Manage" role 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.

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	Main administrator	"Manage"	User
Invite users	x	x	-	x	x	-
Remove user	x	x	-	x	x	-
Assign roles and licenses	x	x	-	x	x	-
Hand over the "Main administrator" role	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 and functions for downloads

Refer to the table to see which roles can be assigned in the user management of the company organization for downloads and which functions are available to you with these roles.

There are two roles for "Downloads" that come with certain rights and restrictions. The following roles are available to you (beginning with the role with the most rights):

Admin
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.

Area	Function	Admin	User
Downloads	Open Downloads	x	x
Latest releases
	Download product (major version)	x	x
	Download update	x	x
Archive	Download product (major version)	x	x
Tools	Download tool	x	x
Entitlement IDs
	View Single License	x	-
	View Concurrent License	x	-
	Copy serial number	x	-
	Copy Entitlement ID	x	-
	Request Entitlement ID	-	x

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	-	-
Projects	Delete project	x	x	-	-
Versioning	View a list of all project versions	x	x	x	-
Versioning	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**
Redlinings	Add, edit and delete redlinings	x	x	x	x
Greenlinings	Open overview of the greenlinings	x	x	x	x**
Greenlinings	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 editing version of a library	x
	Select local project*	x	x
	Create local project*	x	x
	Select cloud project	x	x
	Create cloud project	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

*These functionalities are only available within the Eplan Platform.

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	-	-
Locations	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	-	-
	Move documentation	x	x	-	-
	Rename documentation	x	x	-	-
Folder	Add / delete folder	x	x	-	-
	Rename folder	x	x	-	-
	Move folders within the documentation	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 functionalities are only available within the Eplan Platform.