Roles and permissions

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 .

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.

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 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

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

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	-	-
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.

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

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

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	User
Library	Create library	x
	Edit library	x
	Publish library	x
	Access published library	x	x
	Access library in draft	x
Configurator	Define configurator	x
	Apply configurator	x	x
Project	Create project documentation	x	x

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	-

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.

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 EADN Signing and allows creating a personal access token (PAT) for this service.