This video will help you to take your first steps as a platform administrator. You will learn how to navigate the Platform Management Cockpit dashboard, and will get an overview of some of the key steps to setting up your platform.
As an administrator, your first landing point is the Platform Management Cockpit dashboard. This dashboard is a curated collection of the key administration applications that you can use to setup your company's 3DEXPERIENCE platform.
How to
In this video, you will learn how to: Access the Platform Management Cockpit Dashboard, rename your company's platform to make it more memorable, and assign Roles and Invite other members to your company's platform. You will also get an introduction to basic platform settings:
- Enable external sharing (3DDrive)
- Create a Collaborative Space (3DSpace)
- Enable Community (3DSwym) creation for members
And finally, you will learn how to access learning content and resources on the Public Communities (This resource and more)
Understanding Your Role as a Platform Administrator
AI-Based Step-by-Step Guide:
Based on the video, the content is focused on managing the 3DEXPERIENCE platform. The video covers how to manage member roles, content settings, and platform configurations.
Here are the step-by-step instructions for managing the platform as shown in the video:
1. Member Invitation
- Access the Dashboard: Log in to the platform and go to the Platform Management Dashboard.
- View Members: Click on the "Members" tab to see current users and their roles.
- Assign Roles: To assign roles, click the information button next to a user's name, then click "View all" to select and grant roles.
- Invite New Users: Select "Invite Members" and enter the email addresses of new users. You can also give them admin rights or classify them as external users.
2. Content Settings
- Manage Data: Go to the "Content" tab to manage data settings for both 3DDrive and 3DSpace.
- Enable Sharing: In the Drives Control Center, enable the sharable link option to allow users to share files externally.
- Control Access: Use the Collaborative Spaces Control Center to create dedicated spaces for engineering data, which helps to control user access.
3. Platform Configuration
- Set Options: In the Collaborative Spaces Configuration Center, you can set platform options for SOLIDWORKS files, such as attribute mapping and lifecycle states. See *Configuring the 3DEXPERIENCE Platform for SOLIDWORKS for more information and guidance on this topic.
4. Community Management
- Manage Communities: Go to the "Communities" tab to manage your organization's 3DSwym communities.
- Define Permissions: In the "Manage Settings" section, you can define who has permission to create a community.
More Info
Roles:
3dsywmer collaborative industry innovator
Tags:
admin platform management invite members assign roles SOLIDWORKS 3DEXPERIENCE
Related Content:
Explore the Platform Manager Role (EDU Space Learning) In this learning module, you will learn how to configure the 3DEXPERIENCE platform on cloud to set a scalable environment and well-organized applications. |
*Configuring the 3DEXPERIENCE Platform for SOLIDWORKS *You will need to login to MySolidWorks to access this content. |
Next Steps
Next Step: Create a Place to Store Your 3D Data Using Collaborative Spaces | |
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🏃♀️ Getting Started Guide Home |
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