To add users and assign roles in 3DEXPERIENCE, you must be a Platform Administrator. Access the Platform Management Dashboard, open the Members Control Center, and click Invite Members. Enter their emails, select user rights (e.g., Member, Admin), and check the boxes for the required roles

Step-by-Step Guide

1. Access the Control Center: Log into the 3DEXPERIENCE platform via your 3D passport. Click the top-left menu (three lines) to open the dashboard list, and select the Platform Management Dashboard.

2. Invite Members: Go to the Members tab and click Invite Members (or "Invite new members").
3. Set User Details:

• Enter the user's email address. You can enter multiple addresses or upload a CSV file.

• Choose User Rights: Member (regular access), Administrator (can manage members/settings), or External (for outside suppliers/contractors).

• Add a location and personal message if desired.

4. Assign Roles: Click Next to see available roles. Select the checkboxes for the roles you want to assign (note that some roles, such as Collaborative Designer, have prerequisite roles like Collaborative Industry Innovator that will be automatically added).

• Note: the battery icon indicates how many available seats remain. Hover over the icon to see how many are being used.

5. Assign Additional Apps: Proceed to the next window to select standalone applications if necessary, then click Invite.
6. User Activation: The invited user will receive an email. Once they log in and accept, their pending status will disappear, and the role will be locked to their account for 30 days.