TriMech - CRE - 3DEXPERIENCE Videos
How to Add Users and Roles in the 3DEXPERIENCE Platform
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Inviting members to the 3DEXPERIENCE platform and assigning roles is a straightforward process. As an administrator, you have access to the platform manager role under the compass, which lets you manage your users and assign roles. One of the apps included with this role is the Members Control center. Here you can see all of the members in your organization's tenant on the 3DEXPERIENCE platform. We have lots of people on this tenant that you may be following along this tutorial as the first and only member on your organization's platform. Let's invite another user to join us. Click on Invite Members. Type in the new members email address and set the appropriate location for them. We can do this for multiple users in one go by adding further email addresses or importing a CSV file in the format specified under the import members tab. We can set their user rights within our tenant. Setting them to administrator like us allows them access to the platform management tools. Member is for users that don't need those platform management tools and is intended for most employees. External is for those outside your organization, like a contractor. There's a space to include a personal message if you wish. Clicking next, we can assign roles to the new user. Let's ensure they have the 3D swimmer and collaborative industry innovator roles. The battery icons indicate how many instances of each row remain. Hover over them to see how many licenses are used. Some users may belong to more than one 3DEXPERIENCE tenants, and the restricts usage to this platform button prevents this row from being used outside of your organization. On the next page, we can assign additional apps such as SOLIDWORKS if available. You can leave this blank, but I will assign the new user to SOLIDWORKS, adding This is the invitation email that will be sent out to invite members. The new user must log into the platform using their SOLIDWORKS or 3DEXPERIENCE ID or create a new 3DEXPERIENCE side if required. Once the email is sent out, they are listed in the members control center where administrators can change their user rights and roles at any time via the information icon next to the new users name.