How to Invite New Members to 3DEXPERIENCE?

Related topics you may interest:

• How to Access the 3DEXPERIENCE Members Control Center?
• How to Assign 3DEXPERIENCE Roles?

Once you’ve accessed the Members Control Center, you can proceed to invite new users.

1. On the “Invite & Grant Roles” tab, there are two sections, Members and Roles.
2. Select the ‘Invite members’ to start your invitation.

• NOTE: Once a role is assigned to a user, it will be tied to that user for 30 days before it can be released and assigned to another user. License Lock policy for all SOLIDWORKS roles is 1 day only.

There are three stages to the invitation: members, roles, and additional apps. These are described in more detail below.

This tab will allow you to specify who you would like to invite and some of the settings you would like applied to their account.

• User email: Enter the email address of the user(s) you would like to add to your platform.
• User right: Select what level of permissions you would like the user(s) to have.
• Member: Allows the user to create and access granted Collaborative Spaces
• Administrator: Allows the user to change platform-wide settings and manage role assignment
• External: Allows the user only to access granted Collaborative Spaces and Communities
• User location: This will define which server is closest to that user and will use that as a default to optimize performance
• NOTE: If you select a location different than the default, this will result in replication between different servers and therefore, increased data usage
• Invitation Email language: Select the language you would like the user’s email to be delivered in
• Personalized message: Add a personal message that will be included in the invite, such as what the user has been assigned or instructions on how to get started

Roles

This tab will allow you to choose what roles (licenses) you would like to assign to the users added to the previous tab.

Once you access this page, you can select the checkbox next to any of the roles you would like to assign. If any prerequisites are needed, it will warn you that these will be assigned too.

NOTE: 3DSwymer is a prerequisite for all users.

You can hover over the small battery symbol to the right of any given role to get a quick preview of how many accesses you have and how many of them are already assigned.

Additional Apps

This section may contain apps such as SOLIDWORKS Add-in. This provides optional apps that may not be applicable to all users. The SOLIDWORKS Add-in, provides users that have SOLIDWORKS but do not have Collaborative Designer for SOLIDWORKS access to basic collaboration tools, such as PartSupply or Collaborative Tasks, depending on your other roles assigned.

If you required any further assistance, please contact our technical support team at support@seacadtech.com or call us at +65 6226 3784.