Roles
In the Eplan Cloud user management, you assign roles to users for the individual Eplan Cloud products. Further information is available here. The role influences the functional scope of the product.
Roles in eStock
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.
Note
You need a role for eStock to use the product. Contact your organization's main administrator if you cannot find eStock on the cloud dashboard and also cannot assign yourself a role. Further information is available here.