1. Invite members and grant licenses

As the platform administrator, you can invite members and grant roles on 3DEXPERIENCE. Let's discover how in this article.

Introduction

Whether you're logging on to the platform for the first time, or your team and roles evolve (e.g. after a renewal), you need to know how to manage the people active on your platform and the roles assigned to them.

All you need to know before inviting members

Make sure you know how things work before inviting and assigning roles:

• When you assign a role to someone and that person uses it, the role is locked on that profile for 30 days.
• The role is also locked for 2 hours after the last use by the user.

We cannot delete the role if it is locked.

• If you don't have a 3DSwymer role available, you can't invite anyone.
• Expired roles can trigger error messages when certain applications are opened - you can delete them automatically if they expire using this option:

 

Inviting new users and assigning roles

To add new users to your company's 3DEXPERIENCE tenant, go to your "Platform Management" dashboard. On the "Members" tab, you can click "Invite members".

 

Fill in the "User email", specify "User right" from the dropdown-menu:

• Member: regular access to the platform
• Administrator: to have access to the same "Platform Management" dashboard and capabilities
• External: to invite persons who are external to your company (when using cross-company collaboration)

You can also choose to write a Personalized message for the new user. When satisfied with your choices click "Next".

 

Now it's time for assigning roles to the new user. The pre-requisite to be able to connect to the 3DEXPERIENCE platform, you must have a role "3DSwymer" available.

Then, you can assign any additional roles. When assigning roles like SOLIDWORKS or CATIA, the prerequisite role "Collaborative Industry Innovator" will automatically be assigned as well.

When you have assigned the appropriate roles, click "Next".

 

On the next page, you find "SOLIDWORKS add-in" and "CATIA V5". This is just a connector for user who already have older generations of SOLIDWORKS and CATIA. This does not give you the entire software!

You can leave these options unselected.

An invite will now be sent to the new user by e-mail. He will need to click on the provided link, create an account and connect.

 

How to remove a user

You can only remove a user if their roles are not locked (see conditions for a role to be locked above in this article).

Go to the user's detail:

And go to parameters:

From there, you can:

• Remove access - the user will not be able to connect, but you reactivate the access anytime
• Remove user - that will remove him from the platform. You will be able to re-invite him later if needed.

The content created by this user will still be associated with his name, so you don't lose traceability. You will be able to change ownership of the files if needed.