Accesses for a Collaborative Space

Accesses

People with access to the collaborative space can see the list of people and user groups, but cannot make any changes.

For clarity, the term "restricted" does not display in the list for people or user groups with restricted roles. For example, the Leader and Leader (Restricted) roles both show with Leader as the access role.

If you see a person's email address listed followed by (pending) and not a username, that person has been invited to the 3DEXPERIENCE platform but has not yet accepted. This person could be an internal or external user. After they connect to the 3DEXPERIENCE platform, the list replaces the email address with their user name.

Toolbar Actions

You must have the Owner or Owner (Restricted) access role to add people or user groups. If you have the Owner (Restricted) access role, you can only manage access for your own organization, and you can only assign restricted access roles.

Action	Description	For More Information
Add Member	Adds one or more individuals or user groups to the collaborative space.	Adding Members to a Collaborative Space
Advanced	Opens a table that shows members mapped to their organizations, their roles within the organization, and content ownership.	Managing Members from Multiple Organizations

Context Menu for a Member

You must have the Owner or Owner (Restricted) access role to access the context menu. If you have the Owner (Restricted) access role, you can only manage members from your own organization, and you can only assign restricted access roles.

You cannot remove or change the access role for the main owner of the collaborative space. If you need to do this, contact the Platform Manager. Only the main Owner of the collaborative space can edit the role of users with owner accesss.

For members with restricted roles, the context menu does not allow you to change their access role, and does not indicate that the role is "restricted." To work with restricted roles and organizations, click Advanced. For more information see Managing Members from Multiple Organizations.

When you switch a member's access role, all previously assigned credentials for the collaborative space are removed for any organization. New credentials are assigned to indiviudual users based on their organization, the same as when originally adding the user to the collaborative space. New credentials are assigned to user groups for the selected access role and the host company.

Menu Option	Description
Remove	Removes the member from the collaborative space.
Public Reader	Assigns the Public Reader access role to this person or user group. Only shows if enabled by your Platform Administrator.
Reader	Assigns the Reader access role to this person or user group. Only shows if enabled by your Platform Administrator.
Contributor	Assigns the Contributor access role to this person or user group.
Author	Assigns the Author access role to this person or user group.
Leader	Assigns the Leader access role to this person or user group. If the Platform Manager has enabled the Associate Leader and Owner option, you do not see an individual entry for the Leader access role.
Main Owner	Assigns the Owner access role to this person or user group. If the Platform Manager has enabled the Associate Leader and Owner option, you do not see an individual entry for the Owner access role.
Leader & Owner	Assigns both the Leader (for design tasks) and Owner (for administrative tasks) access roles to this person or user group.
View Members	On the cloud only: If the member is a user group, shows the people in the user group.