SWYFT Solutions

View Original

How to Manage Contacts in DSx.Client Care & Order

When you have an active SOLIDWORKS subscription, you and your team get access to a number of services, such as the SOLIDWORKS downloads center, MySolidWorks training, certification credits, and more! To ensure these can be accessed, users must be added as a contact associated to your company on the DSx.Client Care & Order portal.


Topics covered in this post:

  1. How to Access DSx.Client Care & Order Contact Management

  2. How to Add Other Members to DSx.Client Care & Order

  3. How to Manage Member Roles and Permissions in DSx.Client Care & Order

  4. How to Remove Access from a Contact in DSx.Client Care & Order


See this content in the original post
  1. Log in with your 3DEXPERIENCE ID to https://dsxclient.3ds.com/

    1. All SOLIDWORKS IDs were migrated to 3DEXPERIENCE IDs as of 10/1/23. The same email and password can be used if you previously used a SOLIDWORKS ID.

  2. Select Main Menu > Contact Administration

 Note: If you are unable to access this site after logging in, please contact your organization’s Security Administrator to have them add you as a contact. If you do not have a Security Administrator or do not know who it is, contact your Value-Added Reseller (VAR) and request they add you as a contact to your site and change your role to Security Administrator if applicable.

If you are a SWYFT Solutions client, you can submit a request here.


See this content in the original post
  1. Select New Contact

  2. Enter First Name, Last Name, Email, and any of the optional fields that you would like

  3. Select Save

Note: In order to create contacts, you need to be assigned either the Support Administrator or Security Administrator role. If you do not have either of these roles, you can have a Security Administrator at your organization adjust your role permissions. If you do not have a Security Administrator, please contact your Value-Added Reseller (VAR) and request they assign you Security Administrator permissions.

If you are a SWYFT Solutions client, you can submit a request here.


See this content in the original post
  1. Select the Change button next to the contact you’d like to update

  2. Select the role(s) you would like to assign

  3. Select Ok

  4. Select Apply Role Changes

Note: In order to manage roles, you need to be assigned the Security Administrator Role. If you do not have this role assigned, you can have a Security Administrator at your organization adjust your role permissions. If you do not have a Security Administrator, please contact your Value-Added Reseller (VAR) and request they assign you Security Administrator permissions.

If you are a SWYFT Solutions client, you can submit a request here.


See this content in the original post
  1. Click on the contact’s name in the Name column

  2. Toggle the Obsolete checkbox

  3. Select Save

 Note: In order to Obsolete a contact, you need to be assigned the Security Administrator Role. If you do not have this role assigned, you can have a Security Administrator at your organization adjust your role permissions. If you do not have a Security Administrator, please contact your Value-Added Reseller (VAR) and request they assign you Security Administrator permissions.

If you are a SWYFT Solutions client, you can submit a request here.

See this gallery in the original post