For Administrators
How to Activate Your 3DEXPERIENCE Platform
SOLIDWORKS Cloud Services is the gateway to the 3DEXPERIENCE platform for SOLIDWORKS users. Start taking advantage of these services today!
After completing your order, your company's platform administrator will receive an email containing terms and conditions (CLOSA) to review and accept before platform use. Your Admin must click the link, log in with the 3DEXPERIENCE ID, activate licenses, and invite other members.
*Please note: As the first user, you will consume the roles including the benefits of Cloud Services, while also becoming the platform administrator.
Step 1:
Check your inbox
Look for your email with Subject: "Action Required: Your 3DEXPERIENCE Platform is ready"
Step 2:
Sign up/ Login
Log in with your 3DEXPERIENCE ID or create a new login if needed.
Step 3:
Accept the CLOSA
Click to confirm you are the Administrator and accept the CLOSA.
Step 4:
Getting Started
As the Administrator you can begin by inviting users, assigning roles and installing your apps. Continue to the next step.
Learning Pathways for setting up Cloud Services
After activating your 3DEXPERIENCE platform, select one of the following options to begin learning SOLIDWORKS Cloud Services tools.
NEXT STEPS
Learn how to Setup & use Cloud services
As a new 3DEXPERIENCE platform user, you will either be an Administrator or a Member. Choose your path to get started with 3DEXPERIENCE Works Roles and Apps. Follow the step-by-step video tutorials provided below to install and activate your 3DEXPERIENCE Platform.
Getting Started
Admin Path
This path walks you through the basics of setting up your company's platform. Administrators manage user invitations, roles, and remove users on your company's 3DEXPERIENCE Platform.
Getting Started
Member Path
This path focuses on how you can use the 3DEXPERIENCE platform and the Roles and Apps assigned to you. Members use the Roles and Apps of my company's platform.
For Administrators
Your First Steps as a 3DEXPERIENCE Platform Administrator
Learn how to assign roles, invite users, and become acquainted with the platform's management dashboard and tools.
For Administrators & Members
How to Install the 3DEXPERIENCE Connector for SOLIDWORKS
Installing the Design with SOLIDWORKS app will connect your desktop license to the 3DEXPERIENCE Platform, which will allow you to use the Share a File command.
For Administrators & Members
Share & Markup
Getting Started Consultation Meeting
Before watching the Share & Markup videos, we highly recommend scheduling a personalized 30-minute session with one of our experienced consultants. This session will guide you through inviting members, installing the Design with SOLIDWORKS app, and initiating the Share a File command for the first time. Our consultant will address your questions, ensuring a seamless integration of these powerful tools into your workflow.
Setup for Share and Markup
This short video explains the simple setup tasks you need to complete before you can share your designs in SOLIDWORKS.
How to Use Share & Markup
In this guide, you'll learn how to share SOLIDWORKS designs, allowing anyone to view and markup the design in 3D using a web browser.
Advanced Tips for Share & Markup
Learn how to manage access to your SOLIDWORKS designs and securely share them inside or outside of your company.
For Administrators & Members
Store & Revise
Configure Your Platform Storage
Set up your secure cloud storage solution and understand the platform management dashboard in this quick start guide.
Store Your Designs on the Cloud
Learn how to save, find, and open your designs using the 3DEXPERIENCE platform, all without leaving SOLIDWORKS. You will also learn how to improve your productivity by accessing your designs directly from the web.
Revise Your Designs
Learn how to capture your SOLIDWORKS design history with out-of-the-box revision management, right from your SOLIDWORKS user interface.
Productivity Tools
Now that your designs are stored on the platform, learn how to unlock more productivity than ever before. Navigate your designs with Product Explorer, review and interrogate with 3DMarkup, and streamline task assignments with Collaborative Tasks.