Expand your team
Learn about user management and role assignment on your 3DEXPERIENCE platform
Effective project development relies on smooth collaboration and accurate team supervision.
The "Members" tab in the "Platform Management" dashboard serves as your control center to facilitate team expansion and allocate roles, streamlining the path toward project success. Keep reading to discover how to invite a new user and assign new roles.
Invite a new user
Click on 'Invite Members' button to initiates a three-step process:
- Enter the email addresses of the user you wish to invite.
- Choose their user rights—Member, Admin, or External.
- Compose a custom message for the invite email, then click 'Invite' to send.
Their status will show as pending until they accept the invitation by clicking the link on the email and then logging in/creating an account on the 3DEXPERIENCE platform.
Each user will need a 3DSwymer role to access your platform. You will need unassigned 3DSwymer roles to invite new members unless you invite external users who connect with their own 3DSwymer license. Some roles may be restricted due to a 30-day block or are all currently in use. Hover over the 
view role granting and expiration dates.
Assigning roles to a user
Every user profile includes an button displaying their assigned roles. Click on "View all" to see the full list of available roles. Easily manage roles by checking or unchecking the corresponding box next to each role.
- Some roles may be restricted due to a 30-day block or are all currently in use. Hover over the information icon to view role granting and expiration dates.
Ready to select you new team member's solution?
Take a look at the starter kits for new users available on the 3DEXPERIENCE store
Looking to expand your existing users capabilities?
Discover new functionalities in our roles catalog to enlarge your existing scope and broaden your capabilities.
Frequently Asked Questions
To learn more visit our dedicated "Expand Your Scope" webpage and discover the range of applications/"roles" available and how to add them to your 3DEXPERIENCE platform.
Structured to align with distinct purchase options, our subscription plans offer various durations. These comprise yearly subscriptions applicable to all categories, quarterly subscriptions exclusively available for Companies, monthly subscriptions tailored for Makers, and yearly subscriptions designed specifically for Students.
Each subscription plan spans from a defined start date to an end date and necessitates full upfront payment by card. For Companies, an alternative payment method via bank transfer is available. It's important to note that combining subscriptions with different durations within a single cart is not supported.
If you have specific requirements or need a customized subscription plan, we encourage you to contact us.
For Yearly and Quarterly subscriptions, we currently have a 15 days cancellation policy. If you submit your cancellation request up to 15 days after your purchase, we will cancel and refund your order. This policy however does not apply for trial offers, monthly subscriptions or quarterly and yearly renewals.
If you are eligible to a refund & cancellation, please contact us via this support form and we will get back to you shortly.
Need more information? - please check our full FAQ here