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Edit role template

For information on the available roles and the rights they include, see Roles and permissions.

If you change a role template that is already assigned to a team, the roles are assigned to the team members in accordance with the new specifications of the role template. If a user is a member of multiple teams, the user always retains the role with the largest functional scope.

Requirement: Open User management

ClosedRequirements: Roles
Area Function Main administrator "Manage"
Role template
Edit role template x x

ClosedEdit role template
  1. User management > Role templates
  1. Select a role template.
  2. Click the icon.
  3. Change the details.

    4. Optional: Select Default role template for new users.

  4. Click Save.
  5. The role template has been edited.

ClosedEdit roles in the role template
  1. User management > Role templates
  1. Select a role template.
  2. Click the icon.
  3. Open the drop-down list for the respective product.
  4. Select a role.

    5. By assigning a role, you also assign an Eplan license at the same time. For more information about the Eplan licenses, see User management: Basics.

  5. Click Save.
  6. The roles in the role template have been edited.

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