Roles
With the help of the concept of roles and rights of the Eplan Cloud, you define what users are allowed to do in the products and projects and what they are not allowed to do. By assigning roles, you influence the scope of the product's functions. By assigning permissions, however, you decide the extent to which a user is allowed to work on individual projects.
Roles in the Eplan Cloud
In the user management, you assign roles to users for the individual products, see Eplan Cloud roles and rights.
There are four 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
| 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 | - | - | |
| Move documentation | x | x | - | - | |
| Rename documentation | x | x | - | - | |
| Send documentation | x | x | - | - | |
| Receive documentation | x | x | - | - | |
| Folder | Add / delete folder | x | x | - | - |
| Rename folder | x | x | - | - | |
| Move folders within the documentation | 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 | - |
Users with the "Admin" role have access to all documentations within the organization without having to share it with the user. Users with the "Designer" role only have access to their own documentations and the documentations that were shared with the user.
Users with the "User" or "Guest" role only have access to documentation that was shared with them.