A group is defined by its name; this is a Unicode character string with a maximum length of 64 characters. Group names are language-independent. Names starting with the "EPLAN" or "eplan" etc. character string or with special characters can only be assigned by the administrators of the Data Portal.

The group name serves as key and must not be subsequently changed (in analogy to the user name).

A group has any number of group members. Any EPLAN Data Portal professional license user can create a new group. She / he will then automatically become group administrator of the group. The number of groups that can be managed is restricted internally (default: 2).

Each group member has a position and a status relating to the group:

• A group member can hold the position of a "Group administrator" or "Normal member".

The status of a group member can be one of the following:

• "Invited" - not an active member yet
• "Applied" - not an active member yet
• "Active" - active member
• "Refused" - invited person refused (not a member).
• "Resigned" - invited person resigned (not a member).

A group administrator can invite users who are not yet members of the group to become members. For this, she / he has to enter the user name of the person to be invited. The invitation will be displayed as a message to the person invited as long as the status is "Invited". A user becomes group member by accepting such an invitation of an administrator to a group. An invitation may, however, also be rejected.

The group administrator can manage the group members in an overview (the so-called "group profile"), i.e. surname, first name (but – for reasons of data protection - not the e-mail address), she / he may view the position (member, administrator of this group), the status, she / he may accept or refuse applicants and remove members from the group.

You can apply to a group. For this you must know the name of the group. Applicants are displayed in the group profile and can be accepted or refused by the group administrator.

The management of groups takes place in tabs: Open the View users dialog and select the Groups tab. Click on Edit in the field of the group you want to edit. The Edit group - <Group name> dialog is opened.

Tab Members: In this tab the members of the group are managed. Depending on the status of the member, the possible actions are displayed for her / him. If, for example, a new user has applied to a certain group, the group administrator can either accept or reject her / him.

Tabs Supergroups / Subgroups: Super- and subgroups also have a status which can be "Applied", "Invited", or "Active". The status "Applied" of a subgroup, for example, means that the group has applied as a subgroup and the administrator of the supergroup must accept it before it becomes "Active".

Tabs Tags / Filter: Each user can define their own tags. A group administrator can copy his tags into the group so that they are available to all members of the group. The Tags tab displays all current tags of the group and the list of all tags of the current user. It is possible to delete a tag from the group or to add a tag from the user list into the group.

In the View users dialog, Groups tab, you can apply to a group by entering the group name and clicking on [Apply]. The group administrator must accept the application before you can use the functionality of the group. You will receive a message in case the administrator rejects your application or removes you from the group later.

In the View users dialog, the Create group tab is only available to users with an EPLAN Data Portal professional license; the display name of the group is only available to administrators. During the submission a check is carried out as to whether the group name is free and, if it is, a new group is created, with the current user being set as group administrator.

Each user may manage a maximum number of groups. Default is 2 groups. As soon as you have reached your group limit, you can no longer create groups; in this case, the Create group tab is no longer displayed.

See also

Managing Messages

Confirming the E-mail Address

Specifying User Data and Settings