This section shows you how to invite members to a platform either one by one or many at a time using a .csv file.
Members can be unlimited or casual. Casual members can use apps for forty hours during a calendar month and can be assigned only specific casual roles but you can switch them to unlimited later. Casual members can be switched to unlimited anytime during the calendar month. Please take into account that if you switch a casual member to unlimited, the casual licenses you granted to the casual member will be blocked for a month. On the other hand, you cannot revert an unlimited member back to casual unless you remove the unlimited member first and invite him again.
Granting administrator rights to a new member grants him:
the Platform Manager role.
in virtual private cloud and on-premises environments, 3DPassport administration rights. For more information about 3DPassport administration, see Installation and Setup: Administrate: 3DEXPERIENCE Platform: 3DPassport Administration.
Important:
Casual members must log out to prevent their casual license from being consumed while they are not using it.
When you invite a member, his email is added to the Members tab along with a Pending status. The new members receive a 3DEXPERIENCE platform- email Invitation containing the required links to access the platform and are granted the selected roles and/or options on the selected platform. To use the 3DEXPERIENCE platform, the members need a 3DPassport. If they already have one they can click the sign in here link. Otherwise, they have to create a 3DPassport by clicking the Create a new 3DPassport link. One email per platform invitation is sent to each member. If a member has been invited to several platforms, clicking a link in one of the emails or opening the 3DDashboard URL gives him access to all the platforms. Only the email of the new member is displayed until he accepts the invitation. Once he accepts it, his name and his role appear and the Pending status disappears.
The Collaborative Business Innovator role is the only role granted by default. Once connected, the new member will lock the Collaborative Business Innovator license and other explicitly granted licenses for thirty days. You cannot remove him from the platform until that period of time is over.
If you need to resend the invitation email, click Send Invitation in the More options tab of the member's ID card.