Adding Members to a Collaborative Space

Once you have created your collaborative space, you can add any number of members to it. Members can be individual persons or user groups, and they must be members or pending members of the 3DEXPERIENCE platform.

Pending members are those who have been invited to the 3DEXPERIENCE platform, but who have not yet connected to the platform.

When a person is added to a collaborative space, the app assigns credentials corresponding to the selected collaborative space, the role and the organizations of the user. The organizations include business units or other organizations where he is employee, except the company itself. If the user is not an employee of any organization other than the company, only then he is assigned credentials that include the company as the organization. For a user group, the assigned organization is the host company of the platform.

If a user is removed from an organization, the credentials that include that organization are removed from the user. For example, if a user has credentials for CollabSpace1-BusinessUnit1-Author and is removed from BusinessUnit1 (perhaps moved to a different business unit), all credentials for the user that include BusinessUnit1 are removed. Because the user does not have valid credentials (no credentials were created for the company because he belonged to a specific organization), the user can no longer access the collaborative space.

Before you begin:
  • You must have the Owner or Owner (Restricted) access role. 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.
  • Only people who are active users with the Collaborative Industry Innovator license role can be invited.
    Important: You can also invite contractors who are 3DEXPERIENCE platform members but are not employees of your company.
  • To add a user group, that user group must already be defined.
    • On the cloud only: You can create groups through the User Groups app. For more information, see Social and Collaborative: User Groups.
    • On premises only: Contact your platform manager, who can create groups through a batch tool.
  1. Use one of the following methods to open the Add members dialog box:
    • From the context menu of the collaborative space, select Add Member.
    • Double-click the collaborative space and from the breadcrumb trail, select My Collaborative Spaces > Your collaborative space name > Add member
    • Select the collaborative space and in the toolbar click Information , select Accesses and click Add Member.

      Note: To manage members in a multi-organization context, click Advanced to add and remove members, and edit their roles. For more information, see Managing Members from Multiple Organizations

  2. To add members with restricted access, click the Enable restricted access check box.

    Restricted access must be enabled by the Platform Manager. When enabled, users with restricted access can only access content owned by their organization.

  3. Type the name of the new member (a person's name or the user group name) next to the access role you want to grant, and selet the member from the list of matches. You can also search for a person based on their login email address.

    If you want to add a person who has been invited to the 3DEXPERIENCE platform but has not yet accepted (they do not have a user name yet), you can start typing their email address and select it from the results.

    If your system is configured to allow pending external users (users that do not belong to your organization), you can type their full email address and select it from the results.

    You might not know if a person is still a pending user. You can type their name, and if it doesn't appear in the results, you can type their email address to add them to the collaborative space.

    You can choose any of these access roles:

    • Contributor
    • Author
    • Leader & Owner
      Note: Your Platform Administrator can configure 3DSpace so that the Leader and Owner access roles are assigned individually.
    • Public Reader. Available if the administrator of your platform has activated it.
    • Reader. Available if the administrator of your platform has activated it.

    If you enabled restricted access, the access roles show (Restricted) after the role name.

    Repeat this step to add as many members as required.
  4. Click Add member(s).

The new members can access the collaborative space with access defined by the role they were assigned. A notification containing a link to access the collaborative space is sent to the new member.

Important: If you added a user group, all members of the user group with the Collaborative Industry Innovator role will have access to this collaborative space. If a member has access to this collaborative space individually or through another user group with different roles granted, that user has the highest level of access defined by any of the access roles.