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To overview

    Create, edit and delete roles

    Create roles

    Open role overview: Navigate to the Accounts section in the left side menu and select the Roles tab. Here you can see all the roles you have created and their authorizations.
    Add new role: Click on the Create role button (top right, purple button). A pop-up window opens.
    Click on "Roles" in Accounts section
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    Enter name and description: Enter a name for the role (mandatory field). Optional: Add a description to define the role more precisely.
    Select a name and a description for the role
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    Define authorizations: Click "Define permissions" to switch to the next view.
    Select which authorizations the role should receive:
    Entire groups: Activate an authorization group (e.g. "3D Viewer") to automatically select all subordinate authorizations.
    Individual authorizations: Activate or deactivate individual authorizations
    Note: Clicking on a group again removes all subordinate authorizations.
    Choose permissions
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    Assign accounts: Select the accounts in which the role is to be used. You can select several accounts at the same time to save time.
    Select accounts
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    Finalize creation: Complete the process by saving. The role has now been created and is ready for use.

    Edit role

    Select role: Click on the three dots next to the role you want to edit and select [Edit role].
    edit role
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    The role is edited in a similar way to creating a role. You follow the steps described above.
    Customize general information: You can change the name and description of the role in the General tab.
    Change authorizations: Switch to the Permissions tab. Select additional authorizations or remove existing ones with a click
    Update accounts: If the role is already used in several accounts, you can select the accounts in which the changes are to be applied.
    Save changes: Click on Apply to save the changes. They will take effect immediately.

    Delete role

    Select role: Navigate to the desired role in the Roles tab. Click on the three dots next to the role and select [Delete role].
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    Info!
    Die Rolle wird aus dem aktuellen Account entfernt. Wenn sie in anderen Accounts verwendet wird, bleibt sie dort bestehen.

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