User management: Basics
Within each organization and company organization, user management is available to the main administrator. The user management can be used to invite users to the company organization and authorize them for the usage of the various products.
User interfaces
Users
- Navigation bar: You navigate to the settings here.
- Selection area: The selection area provides you with an overview of your users and additional information on the status of the invitation.
- Role assignment: Assign the respective roles and licenses for the products displayed to you.
Teams
- Navigation bar: Here you switch between managing the users and managing the teams, or you navigate to the settings.
- Selection area: The selection area provides an overview of your teams and the team size.
- Teams and Members areas: Manage the team information and the users in a team.
Roles
Every user in an organization who wants to access an Eplan Cloud product requires a role for this product. A user can only have one role for the product in the context of an organization. The role can only be assigned by the main administrator of an organization or by a user who has been assigned the "Manage" role in the user management by the main administrator. By assigning a role to the user, an Eplan license is also assigned to the user at the same time.
Further information on the topic of "Roles in the Eplan Cloud" is available here.
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.
| 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 |
Licenses
Every user in an organization who wants to access an Eplan Cloud product requires a role for this product. By assigning a role to the user by the main administrator or a user with access to user management, they also assign an Eplan license to the user at the same time. Three licenses are available to you in the company organization:
"Single License"
You have purchased the "Single License" license type for individual Eplan Cloud products. Depending on the number of licenses purchased, you can assign these licenses to the users in user management.
Example
If you have purchased five Single Licenses, you can assign these five licenses to five users through a role in the user management.
"Concurrent License"
You have purchased the "Concurrent License" for an Eplan Cloud product. Regardless of the number of licenses purchased, you can assign these licenses to a higher number of users. However, the Eplan Cloud product can only be used simultaneously by as many users as there are licenses purchased.
Example
You have purchased five Concurrent Licenses for an Eplan Cloud product and assigned these licenses to ten users through a role in the user management. If five users are already working simultaneously with the Eplan Cloud product, no other user can work with the Eplan Cloud product because all licenses are used. Only when a user ends working with the Eplan Cloud product does a license become available and another user can use the Eplan Cloud product.
Free
Eplan makes these products available to you free of charge. You can assign any number of licenses for these Eplan Cloud products to the users of your organization.
Teams
Teams are available to you in a company organization if you have purchased your licenses with the subscription model.
By creating teams, you can directly assign roles and licenses in the user management to a specific group of users. Teams can also be used in eManage and eView. For more information please refer to the eManage help or the eView help.