Roles and permissions
In the User management, you assign roles to users for the individual apps, see Roles and permissions. The role influences the functional scope of the app.
Roles in Eplan Cloud for data management
Basics of the roles
In the data management, there are four roles 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
Note
Do not mistake the main administrator of an organization with the "Admin" role 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 in the Projects area | |||||
| Create folder | x | x | - | - | |
| Rename folder | x | x | - | - | |
| Delete folder | x | x | - | - | |
| Move folder (change 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 | - | |
| Files in the Projects area | |||||
| 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 a file; specify a 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 and files
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 Edit permission to a user who has the Guest role, because the permission does not match the rights of the role. Conversely, however, in a project, you can restrict the involvement of a user with the Designer role and assign them only the View permission.
Note
In the app, all three types of permissions are suggested to you regardless of the role of the other user. However, the app 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 in the Projects area | ||||
| Create folder | x | - | - | |
| Rename 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 | - | |
| Files in the Projects area | ||||
| 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 | - | |
| View project details | x | x | |
| Download project document | x | - | |
| Download project image | x | - | |
| View project document | x | - | |
| View project image | x | - | |
| Files in the Projects area | |||
| Download file | x | - | |
| View file | x | x | |
| View file details | 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 in the Projects area | ||||
| Create folder | x | - | - | |
| Rename 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 | - | |
| Files in the Projects area | ||||
| 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 | - |