Managing Community Members One by One

You can add new members, and if you are on the cloud, user groups. You can edit and delete existing members', and if you are on the cloud user groups', roles.

Note: The user's name can only be used if he/she has already validated his/her platform invitation. You can use his/her email only if:
  • he/she has not validated his platform invitation yet.
  • for a user not invited to the platform yet, if your administrator has activated external sharing.

Before you begin: See 3DSwym Roles to know more about your Create, Read, Update and Delete rights.
  1. Select either of the following:
    • From the community context menu, select Open > Members .
    • In the left pane, click a community then click Members.
  2. To add a member or a user group:
    1. Click Add members.
    2. Type the name or the email of the new user or the name of the group in any of the available Author, Owner or Contributor fields.
    3. Click Add.
  3. To grant a new role or delete a member or a user group from the community, from the context menu of the member's or the user group's select either of the following:
    • Open > Set as [Role] and select a new role.
    • Open > Delete.

If you have selected a new role, the new role is applied. If you have deleted a member or a user group, the selected item disappears from the list of members. Members receive a notification to let them know that they have been invited. For more information, see 3DSwym 3DNotification Preferences.

You can access either the member's profile or user group's details by clicking it. User groups are identified by this image .