Steps to follow in order to grant the proper access for a new user
Has a new member joined your team and you've invited him on 3DEXPERIENCE? Here are all the steps you need to take to get them up and running.
1. Share your collaborative space 3DSpace
To give your user access to your files, you now need to add him/her to one of your collaborative spaces. By default, the only one you'll have is called common space.
Open the 3DSpace application from the compass.
Select the space of your choice, then click on the arrow to add a member.
Note: Each newly added user is assigned a role which determines his or her access rights to the collaborative workspace: adding new files, modifying existing files or viewing only. There are different types of role:
- Contributor: gives read-only access to files
- Author: allows users to modify their own files; cannot distribute or delete other collaborators' content
- Responsible: allows a user to distribute content
- Owner: allows a user to administer the collaborative space, including adding or deleting users.
2. Share your bookmarks/folders
Simply right-click on a bookmark and click on share.
For more details on the possibilities offered by bookmarks, see our article :
Create Folders and Control Access Rights in 3DEXPERIENCE
3. Share your dashboard.
If all members have the same interface on 3DEXPERIENCE, it’s more convenient! Therefore, the dashboard (3DDashboard) must be shared:
Summary
It is essential to take the right steps when a new member is added to the platform. This will ensure a smooth introduction to SOLIDWORKS and 3DEXPERIENCE.
For more information, contact us at support@xdinnovation.eu