Viewing and Editing Members' Details

In the member's ID card, click

.

A member's details dialog box displays:

the email address of the member or, if the member has already accepted the invitation, the member's name and email address.
the location
the 2 factor authentication status shows if the member has its 2-FA activated or not.
the user's last connection information.

Note: If the user's access to the platform has been removed. The No access status appears.
if the member is a casual one, casual usage remaining time expressed in hours and minutes. Click Switch to Unlimited Usage to switch the member's usage type.
a drop down list that allows you to switch a member's rights to Administrator, Member or External users.

To manage the member's roles, click the

Roles tab.

The list of granted roles is displayed by default.

Click View all to display the list of available roles you can grant. You can select or deselect the check box in front of the role to grant or deny the role.

If the Allow administrators to grant roles without assigning the associated license option has been enabled in the Configure Members Invitations sub-tab, you can, if the license is not locked yet, select or deselect the Assign License option to grant or remove the license linked to an already granted role.

You can also select the Restrict Usage on this Platform so that the license cannot be used in another platform, or deselect it if you want to allow the license to be used in another platform.

Note: These options may be grayed depending on the roles types detailed below:

For a platform role (IFW Collaborative Business Innovator or CSV Collaborative Industry Innovator): you can assign or not the license and restrict it or not to the current platform. If you grant the two platform roles, they must have the same options.
For roles linked to the platform other than the platform roles: the corresponding licenses are automatically assigned to the user and restricted to the current platform. You cannot change these options.
For roles not linked to a platform: you can choose to assign or not the corresponding license. This license cannot be restricted to one platform.

Note: If the member has already been granted a role through a group, a

Granted through group icon appears in front of the role. Therefore, you cannot ungrant it even if the role has not been used yet by the member.

Click the Business Experiences tab to manage Business Experiences.

The Business Experiences granted to the user appear. You can click View all to display the list of all Business Experiences available.

Click the Additional Apps tab to manage Additional Apps.

If the member has at least one additional app granted, only the list of granted additional apps is displayed by default. You can click View all to display the list of available additional apps that can be granted. If the member has not been granted any additional apps yet, the list of all available apps is displayed.

Select or deselect the check box in front of the additional app to grant or deny the app.

Click the

Settings tab:

Actions

User rights: a user can be a Member, an Administrator or External.
Legal Notice. If you have deployed a set of corporate legal notice documents, this section lets you know if the member has already accepted the Terms of Use and Data Privacy documents that you have uploaded. See the Legal section of Platform Management dashboard.
Send invitation. Click this button to resend a new invitation to the selected member.

Replace Me. This button allows you to invite someone to replace you as the administrator of the platform, and it is available in your profile details dialog box.

Important: It is only available if you:

Have been connected to the platform for more than 30 days.
Have access to one platform only.
Do not have any casual license granted.

Remove access. See Removing Platform Access.
Remove User. See Removing and Pseudonymizing Members.
On the cloud, and if your administrator has set different geographically distributed sites, in the Select users location list, select the site location that provides the best performance for the given user.
Note: The available locations are those selected in the Allow administrators to manage member's platform locations option in the Configure Members Options.
If you need to set one or more specific CATEnv configurations for each user of your platform, add one or more paths to the Native Apps Environment Configuration File field, and click Save.
Note:
- to restore the default path, clear the path and click Save.
- to deploy a CATEnv path for one or more users at once, use a shell script.
See Setting Up a CATEnv Configuration Path.
For more information about configuring an environment, see Installation and Setup: Install: 3DEXPERIENCE Platform: Installing 3DEXPERIENCE Platform Services for the First Time: Installing Services One-by-One: Native Apps Installation: Configuring the Software: Configuring Environments.

Options

Enable apps logs for Dassault Systèmes Support. Select this option if you want to allow the selected member to run native apps in support mode. If you select this option, the user is asked to accept or not running native apps using this mode. The Support Mode records system traces than can be used for debug purposes.
Enable Content Installation access. Select this option to allow the selected user to install optional content from the Compass. For more information, see Lock access to optional content installation for all members option in Platform Management dashboard. For more information about how selecting or clearing this option impacts the end-user experience, see Install Optional Content.