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, navigate to "Invite & Grant Roles" and click "Invite members".

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Fill in the "User email", specify "User right" from the dropdown-menu, specify "User location" from the dropdown-menu and specify "Invitation Email language" from the dropdown-menu. You can also choose to write a "Personalized message" for the new user. When satisfied with your choices click "Next".

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Now it's time for assigning roles to the new user. Every new user on the tenant will automatically be assigned the "3DSwymer" role, this cannot be unchecked. Assign any additional roles from the "Available roles with licenses"-list. Some roles like the "Collaborative Designer for SOLIDWORKS" has other roles as prerequisites. When assigning one of these roles the prerequisite role will automatically be assigned as well. When you have assigned the appropriate roles, click "Next".

 

On the next page, assign any additional apps the new user needs to have access to, and click "Next".

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An invite will now be sent to the new user.

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