Part 2: Assigning Roles and Inviting Other Users to Your Platform

This is the second step in our "Getting Started with 3DEXPERIENCE" series. Please see the end of the guide for the next steps!

Assigning Roles and Inviting Others:

Once the 3DEXPERIENCE Platform has been activated, the Admin will need to invite other members. While inviting other users, the admin will need to assign roles to them as well.

Step 1: Admin Assigning Themselves Roles (If Applicable)

If the Admin will also be a CAD user on the platform, they will need to assign those roles to themselves. To start, navigate to the Platform Management Dashboard by following these steps:

1. On the 3DEXPERINECE Platform landing page, select the dashboard menu in the top left corner of the screen.
   
   
   
   
2. In the pop-out menu, scroll down to find and select “Platform Management.”
   
   
3. Once in the Platform Management Dashboard, select the tab at the top for “Members.”
   
   
   
   
4. In the members tab, select the icon in the box with the Admins name, on the members section of the page at the top.
   
   
   
   
5. In the pop-up window, make sure to check the boxes of all the roles that need to be assigned. For us of any cloud services, each user will need the 3DSwymer Role (automatically applied), Collaborative Designer for SOLIDWORKS, and Collaborative Industry Innovator.
   
   
   
   
6. Once the roles are assigned, the small pop-up window can be closed.

Step 2: Inviting Other Members and Assigning Roles

To begin this step, start by navigating to the Platform Management Dashboard, and then to the “Members” tab. Instructions to navigate here are shown in the previous section (Steps 1-3).

1. Once in the Members tab, select the big blue box near the Admin’s member icon that says “Invite Members.”
   
   
   
   
2. In the pop-up window, fill in the section with the new users email address, select their user rights (Member by default), select the closest server location to them, and the language preference for the invitation email.
   You can also optionally add a personalized note to the invite. Once all selections are made, click “Next” in the bottom right corner.
   
   
   
   
3. Just like in the previous section, make sure to click the check boxes for the roles you wish to assign to the user. The 3DSwymer is on by default, but Collaborative Designer for SOLIDWORKS and Collaborative Industry Innovator will need to be selected.
   
   After these selections are made, click next again.
   
   
4. Lastly, on the “Additional Apps” page of this dialog, there are no further boxes to be checked. You can skip this page and finish the invite by clicking “Invite” in the bottom right corner of the window.

Step 3: New Members Invite Activation

In this final step of activation, the new users will receive an email inviting them to the platform. This invitation will include a link, and when clicked the user will be prompted to login with their SOLIDWORKS ID or 3DEXPERIENCE ID. If they do not have one, they can create one from this dialog.

Once logged in, the user will have successfully activated their seat on the 3DEXPERIENCE Platform and will have access to the roles assigned.

Next Steps:

Now you are ready to install the software. Please verify what version of 3DEXPERIENCE products you have purchased. Select the product below to go to its installation instructions.

3DEXPERIENCE SOLIDWORKS Connected

3DEXPERIENCE Collaborative Designer for SOLIDWORKS (UES)