How to Assign and Manage Your 3DEXPERIENCE Roles (Licenses)

The management of serial number-based node-locked licenses or keeping track of a variety of disconnected software assignments has long been an issue for many organizations. The 3DEXPERIENCE platform provides a wide range of capabilities to bring all of your teams onto a single system to design, simulate, manufacture, manage projects, and more. Alongside this is a streamlined named-user method of assigning software to your team, reducing the load on an IT admin. This blog will review the steps needed to assign and manage your licenses on the 3DEXPERIENCE platform.

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Topics covered in this post:

1. How to Access the 3DEXPERIENCE Members Control Center

2. How to Invite New Members to 3DEXPERIENCE

3. How to Manage an Existing User’s Role Assignment

4. How to Uninvite Existing Users from 3DEXPERIENCE

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How to Access the 3DEXPERIENCE Members Control Center

The Members Control Center is an app on 3DEXPERIENCE that provides users with Administrator rights access to manage the users and their assigned roles on the platform. You can think of a role like a license; a set of software capabilities assigned to a given user.

Once you’ve logged in to 3DEXPERIENCE, there are a number of different ways that you can access this area.

Accessing the Members Control Center from Your App List

1. Open the 3DCompass in the upper left corner of your window (blue circle with a play button)

2. Use the search button and search ‘Members Control Center’

3. Click on the Members Control Center app to launch it

   1. NOTE: If you are not seeing this app, you may not be a platform administrator. Either contact another administrator if available to confirm, or contact your VAR for support.

Accessing the Members Control Center from Your Administrator Dashboards

1. Open your dashboard list

2. Under the ‘My Cockpits’ section, select either the Members Management or Platform Management dashboards

   1. NOTE: If you are not seeing this, you may not be a platform administrator. Either contact another administrator if available to confirm, or contact your VAR for support.

3. Navigate to the Members tab

   1. NOTE: You will have access to the same capabilities on either dashboard

How to Invite New Members to 3DEXPERIENCE

Now that you’ve accessed the Members Control Center, you can proceed with inviting new users. On the ‘Invite & Grant Roles’ tab, there are two sections, Members and Roles. 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.

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

Members

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. This will apply the same roles to all users being invited with this invite. 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.

If you do not have any available, you can contact your VAR to add more or unassign from someone that already has it 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, for example, 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.

How to Manage an Existing User's Role Assignment

Once a user has already been invited, you may want to add more roles to their account, or even potentially unassign some if they are needed elsewhere. There are a few different ways to go about this. You can access the information icon either next to a member in the Members section or the information icon next to a role in the Roles section to manage assignments.

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.

Managing Role Assignment from the Members Section

The main benefit of managing the role assignment from the Members section is that you can add/remove multiple roles for that given user at a time.

1. Click on the information icon next to the member you would like to manage

2. On the ‘Roles’ tab, access the ‘View roles granted’ sub-tab

3. Toggle the check box off for any roles you would like to unassign from that member

4. On the ‘Roles’ tab, access the ‘View all’ sub-tab

5. Toggle the check box on for any roles you would like to assign to that member

NOTE: If the checkbox is greyed out and there is a padlock symbol to the right of the role, this means that the role is not yet releasable. A role must have been originally assigned to a user at least 30 days prior for it to be releasable. The user also must not use the tools for at least 2 hours for the role to be releasable. You can hover over the calendar icon with a checkmark to see when it was originally assigned.

Managing Role Assignment from the Roles Section

The main benefit of managing the role assignment from the Roles section is that you can add/remove multiple people assigned to that given role at a time.

1. Click on the information icon next to the role you would like to manage

2. On the ‘Members’ tab, access the ‘View users granted’ sub-tab

3. Toggle the check box off for any members you would like to unassign that role from

4. On the ‘Members’ tab, access the ‘View all’ sub-tab

5. Toggle the check box on for any members you would like to assign that role to

How to Uninvite Existing Members from 3DEXPERIENCE

Unassign all existing roles from the member you would like to remove, except for the 3DSwymer role

1. Click on the information icon next to their name in the Members section

2. Access the ‘Settings’ tab

3. Select the ‘Remove user’ option

Conclusion

Managing license assignment is a streamlined process with 3DEXPERIENCE. The Members Control Center helps administrators keep a clean consistent overview of software assignments. Once a user is invited, they will have instant access to everything that was assigned to them. This also gives administrators the ability to instantly revoke access if necessary. Gone are the days of forgetting what a serial number is or having it accidentally locked to a computer that you don’t have access to.