This video will show you how to create new Collaborative Spaces to store your SOLIDWORKS content as well as adding members and assigning permissions to these collaborative spaces. 

As an administrator, your you will use the Platform Management Cockpit dashboard to access the Collaborative Spaces Control Center.

How To

In this video you will learn how to create a Collaborative Space for you and or your design team to use. Edit the settings and permissions of a Collaborative Space, and add members so that they can securely save and access their SOLIDWORKS CAD data.

Create a Place to Store Your Design Data Using Collaborative Spaces

AI-Based Step-by-Step Guide:

Based on the video, here are more detailed, step-by-step instructions for setting up a collaborative space on the 3DEXPERIENCE platform:

1. Creating a Collaborative Space

• Login to the Platform: Log in to the 3DEXPERIENCE platform.
• Access the Platform Management Cockpit: From the Content Tab, you will find the Collaborative Spaces Control Center app.
• Create a New Space: Use the app to create a new collaborative space.
• Name the Space: Name the space "Design and Engineering."
• Family Type: Set to Design so that the Collaborative Space can manage ALL types of design related content
• Set the Visibility: Leave the visibility as Private, this way only the users to add as members will be able to see and access content within this space.

2. Adding Members and Setting Permissions

• Add Members: Once the space is created, you can add team members.
• Assign Roles: Assign specific roles, such as Designer, Engineer, and Manager, to each member. Each role has predefined access levels to control who can view, modify, and manage content.
• Manage Permissions: To ensure that only specific individuals can create new collaborative spaces, navigate to the "Manage Permissions" tab. From here, you can set the permissions for who can create and manage spaces, preventing the creation of unneeded ones.

3. Setting Up SOLIDWORKS Integration

• Launch SOLIDWORKS: Open the SOLIDWORKS desktop application.
• Select the Active Space: From within the SOLIDWORKS interface, select the newly created "Design and Engineering" collaborative space to work from. This links your desktop SOLIDWORKS environment to the platform.

4. Organizing with Bookmarks

• Access the Bookmarks App: Use the Bookmarks app on the platform.
• Create Bookmarks: Create a hierarchical system of bookmarks to organize your files, similar to a traditional folder structure. This helps team members easily find and navigate the files they need for the project.

💪 Best Practices:

Limit the amount of Collaborative Spaces you use: Having many Collaborative can cause confusion for new users. We recommend that you limit the number of Collaborative Spaces created on your platform.

Collaborative Spaces control the access to data, each app can be set to work in the context of a Collaborative Space.
In general, Collaborative Spaces are defined by their access rights.

• Common Space is the default space so that any user on the platform can always save data.
• Collaborative Spaces can be set as Design or Standard Family types
  • Design - Collaborative Space storage can manage CAD data and any other kind of content
  • Standard - Collaborative Space storage can manage standard content content such as part catalogs

Collaborative Space Visibility and Member Access Settings

In certain scenarios you may want to add additional Collaborative Spaces, for example in the case where you are working on a new confidential project where a limited number need access, then creating a dedicated Collaborative Space may be required.

More Info

Roles: 

3dswymer collaborative industry innovator
 

Tags:

admin platform management ​​collaborative space ​​​​​​​secure storage SOLIDWORKS 3DEXPERIENCE 

Related Content:

Next Steps

	Next Step:    Create a "Folder Structure" Using Bookmark Editor
	Back to:   Admin Path Home
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