Roles and permissions
In the User management, you assign roles to users for the individual cloud products, see roles and permissions. The role influences the functional scope of the product.
Roles in the Eplan Cloud for eManage
Basics of the roles
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
| 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 | 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 |
Permissions for projects, files and master data
Basics of permissions
When sharing projects, you can assign other users permissions for projects. A distinction is made between sharing with a user who is in your organization or sharing with an external user.
| Share with internal user | Share with external user |
|---|---|
| Edit | |
| Limited (Edit) | Download |
| View | View |
Basics of permissions: Share with an internal user
Refer to the table to see which permissions you can assign to which role.
| Permissions | Designer | User | Guest |
|---|---|---|---|
| Edit | x | ||
| Limited (Edit) | x | x | |
| View | x | x | x |
For example, it is not possible to assign the permission "Edit" to a user who has the role "Guest", because the permission does not match the rights of the role. Inversely, however, you can restrict a designer's involvement in a project and assign that person only the permission "View".
Note
In the product, all 3 types of permissions are proposed to you regardless of the role of the other user. However, the product recognizes whether the respective permission for the role applies or not. If not, the next possible permission is used.
Overview of permissions: Share with an internal user
| Area | Function | Edit | Limited (Edit) | View |
|---|---|---|---|---|
| Projects | ||||
| Download, save, open a project | x | |||
| Upload a project | x | |||
| Delete project | x | |||
| Move a project | x | |||
| Publish a project in eView | x | |||
| Open a project in eView | x | |||
| Generate a project for an older platform version | x | |||
| Share a project with an internal user | x | |||
| Share a project with an external user | x | |||
| Share a project with a team | x | |||
| Share a project; specify a period | x | |||
| View all projects within the organization | ||||
| View project details | x | x | x | |
| View project detail "Shared with" | x | x | ||
| Download project document | x | |||
| Download project image | x | |||
| View project document | x | x | ||
| View project image | x | x | ||
| Folders | ||||
| Create folder | x | |||
| Delete folder | x | |||
| Move folder (change folder structure) | x | |||
| Update folder | x | |||
| View folder details | x | x | x | |
| View folder name in which the project is located | x | x | ||
| Master Data | ||||
| Upload master data | x | |||
| Download master data | x | |||
| Share master data with an internal user | x | |||
| Share master data with a team | x | |||
| Share master data; specify a period | x | |||
| Delete master data | x | |||
| View master data details | x | x | x | |
| View "Shared with" master data detail | x | x | ||
| Files | ||||
| Upload file | x | |||
| Download file | x | |||
| Share a file with an internal user | x | |||
| Share a file with an external user | x | |||
| Share a file with a team | x | |||
| Share a file; specify a period | x | |||
| Delete file | x | |||
| View file | x | x | ||
| View file details | x | x | x | |
| View "Shared with" file detail | x | x |
Overview of permissions: Share with an external user
| Area | Function | Download | View |
|---|---|---|---|
| Projects | |||
| Download, save, open a project | x | ||
| Files | |||
| Download file | x | ||
| View file | x | x |
Overview of permissions: Share with a team
| Area | Function | Edit | Limited (Edit) | View |
|---|---|---|---|---|
| Projects | ||||
| Download, save, open a project | x | |||
| Upload a project | x | |||
| Delete project | x | |||
| Move a project | x | |||
| Publish a project in eView | x | |||
| Open a project in eView | x | |||
| Generate a project for an older platform version | x | |||
| Share a project with an internal user | x | |||
| Share a project with an external user | x | |||
| Share a project with a team | x | |||
| Share a project; specify a period | x | |||
| View all projects within the organization | ||||
| View project details | x | x | x | |
| View project detail "Shared with" | x | x | ||
| Download project document | x | |||
| Download project image | x | |||
| View project document | x | x | ||
| View project image | x | x | ||
| Folders | ||||
| Create folder | x | |||
| Delete folder | x | |||
| Move folder (change folder structure) | x | |||
| Update folder | x | |||
| View folder details | x | x | x | |
| View folder name in which the project is located | x | x | ||
| Master Data | ||||
| Upload master data | x | |||
| Download master data | x | |||
| Share master data with an internal user | x | |||
| Share master data with a team | x | |||
| Share master data; specify a period | x | |||
| Delete master data | x | |||
| View master data details | x | x | x | |
| View "Shared with" master data detail | x | x | ||
| Files | ||||
| Upload file | x | |||
| Download file | x | |||
| Share a file with an internal user | x | |||
| Share a file with an external user | x | |||
| Share a file with a team | x | |||
| Share file; set time period | x | |||
| Delete file | x | |||
| View file | x | x | ||
| View file details | x | x | x | |
| View "Shared with" file detail | x | x |