In this video, we will discuss how to create a new community and add members to that community. We will also cover the different community visibility types and who has access to them.
Finally, we will discuss the differences between each member's role and what kind of access they grant within the community.
As an administrator, you will also control the settings globally for all communities on the platform. To do this, check out the Community Options in the Platform Management section below.
How To
In this video, you will learn how to: Create a new community, understand the community visibility options, set up a new community and modify community settings, and add members and understand access role types
Create Communities for Team Collaboration
AI-Based Step-by-Step Instructions
Based on the video titled "3DEXPERIENCE How to Create a Community", here are the step-by-step instructions for creating a community in the 3DEXPERIENCE software:
1. Creating a Community
- Navigate to the "Communities" tab in your Cockpit, or click on the "Communities" icon in top right menu
- To start a new community, click on "Communities on the menu bar" and then click "Create Community".
- Add a title and a description for your community. You can also add a thumbnail to make it easier to search for later..
2. Setting Community Options
- As the creator, you can set the community's privacy level to Public, Private, or Secret.
- Public communities are open to everyone except external users.
- Private communities are discoverable, but people must request access to join.
- Secret communities are invite-only. If you don't see the privacy options, the community is automatically set to secret.
- After setting the privacy, you can choose who is allowed to create posts and what types of posts they can create. You can also change the "idea funnel" for the community.
- Save the Community Settings, and then click the back arrow to exit from the settings page
3. Adding Members and Roles
- From the "Down Arrow Menu" at the top right, select "Members"
- Once you start adding members, you can assign one of three roles:
- A Contributor can read all content, create specific content types determined by the owner, and delete content they created.
- An Author can read all content, create all content, and delete content they created.
- An Owner has full control and can read, create, and delete all content.
- After adding members, you can always go back and change the settings for the community, including the types of posts that are allowed.
💪 Best Practices
Community Visibility and Member Access Settings
| Community Visibility for Employees | Member Access Rights |
|---|---|
Public:
| Contributor:
|
Private:
| Author:
|
Secret:
| Owner:
|
Community Options in the Platform Management Cockpit
To access the Community options, go to the Platform Management Cockpit and select the "Communities" tab.
On this tab, you will find the Communities Control Center application. Within the application, there are 6 tabs to control and manage all of your platform communities.
| |
| |
| |
| |
| |
|
On the Manage Settings tab, we recommend taking note of the "Share" and "Create a Community" features
Share: Decide if you wish to allow or disallow community posts to be shared to an external social network
Create a Community: A common option is to allow members of the platform to create their own community (as shown in the video above). This setting does not allow external members to create a community.
Roles: 3dswymer collaborative industry innovator Admin
Tags: member SOLIDWORKS 3DEXPERIENCE platform
Related content:
Next steps
Next Step: | |
Back to: | |
| 🏃♀️ Getting Started Guide Home |
Feedback
Was this page useful?
Hit the Like Button, or let us know what we can improve in the Comments Section below.
